Formations is a Seattle-based startup reimagining financial management for self-employed professionals. If you’ve ever run your own business or know someone who has, then you know it’s challenging enough without the added pressure of having to become an expert in taxes, accounting, and financial planning.
Instead of being rewarded for taking the entrepreneurial risk of striking out on their own, the independent workforce in the U.S. forgoes almost all the benefits afforded to full-time corporate employees and gets hit with a self-employment tax to boot. That’s where we come in.
Formations is developing the first comprehensive product to automate business incorporation, expense tracking, payroll, and benefit allocations. With our technology and team of financial experts by their side, self-employed professionals will have the playbook and tools needed to focus on growing their business while saving thousands on annual taxes, achieving financial well-being, and securing their futures through better financial decision making.
Our customers are our most valued asset, and developing a strong relationship is paramount to our success. The Customer Success Manager (CSM) will act as a trusted advisor to their portfolio of clients as they manage the full customer lifecycle management and be actively involved in all phases of the customer’s journey with Formations, including customer onboarding, adoption, quarterly business reviews, customer renewals, and customer health initiatives. The CSM will be relentlessly customer-centric while managing the needs of the business and possess excellent written and verbal communication, project management, and customer success skills. You are committed to providing an excellent, value-focused customer experience. Basic accounting knowledge is a plus.
Skills and Traits:
- You are comfortable framing discussions around achieving goals and objectives.
- You are comfortable working with customers to effectively leverage services and technology solutions and helping them find value in the service we provide.
- You are a lifelong learner.
- You take a consultative approach and have collaborative nature when solving problems; you enjoy building relationships.
- You have the training, onboarding, and/or implementation experience
- You are naturally curious and a self-starter
- Willingness to act as customer voice and champion to internal stakeholders
- An overall team player willing to jump and support wherever possible across all functional areas of the business.
- You are comfortable in a rapidly changing, often ambiguous environment.
- Culture advocate, actively participating to ensure a great employee and team experience.
Nice to have experience:
- General ledger accounting, including monthly reconciliations of all customer accounts, preparation of regular state excise filings, management of payroll, and annual closure of the books for tax preparation.
- Current accounting and payroll technology and stay on top of the industry's rapid changes.
Responsibilities:
- Manage all aspects of customer adoption and lifecycle milestones, including ensuring renewals, identifying opportunities for expansion, and upsell for our customers
- Support efforts to mine and develop an understanding of customer feedback and drive the closed-loop process.
- Help maintain above-industry-average retention rates.
- Utilize Hubspot (CRM) for managing customer information, customer tasks, and preparing value-based content
- Ensure financial health of client while ensuring compliance in all areas
- Set expectations, develop and communicate the implementation project timeline, and defines the onboarding process.
- Advocate customer needs/issues cross-departmentally.
Qualifications:
- 2+ years in customer success, customer experience, project management, account management, or equivalent history in a customer service role.
- Excellent customer management and project management abilities
- Impeccable written and verbal communication skills.
- Detail-oriented and analytical.
- Strong team player; thrives in a multi-tasking environment and can adjust priorities on the fly.
- Experience with Microsoft Office Products
- Comfortable using and learning new technologies
- CRM experience (or something similar) strongly preferred
Compensation $68-75k OTE
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What We Do
Formations is a fintech startup with an innovative approach to taxes and accounting. We provide a predictive tax and accounting solution for the self-employed. Our customers are full-time self-employed, entrepreneurs who chose self-employment as a career. We have developed a unique strategy that leverages technology alongside human expertise to automate bookkeeping, payroll, taxes, and benefit allocations throughout the year. This helps self-employed professionals save on taxes, secure their futures, and achieve financial well-being while reducing the time and energy spent managing back-office tasks. We believe that being independent shouldn’t mean being alone and we’re here to help.
Why Work With Us
We help real people solve real problems. We're not an enterprise solution or another startup that helps corporations be more efficient. We're build a solution that delivers real value to real people. We put people first and believe in the power of people to make a real difference in the world. It's why we chose to focus on the self-employed.
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