Product Lead - Onboarding & Business Formation

Posted 13 Days Ago
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San Francisco, CA
190K-220K Annually
5-7 Years Experience
Fintech • Software
The Role
As the Product Lead for Onboarding & Business Formation, you will own the vision and strategy for developing seamless onboarding experiences, helping customers with business formation, and leading a cross-functional team to deliver innovative solutions. Your role includes managing the product roadmap, deep understanding of business performance, and ensuring strong business outcomes.
Summary Generated by Built In
About Collective:

Collective is on a mission to redefine the way businesses-of-one work. Collective’s technology and team of trusted advisors enables our members to achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services and access to a thriving community, all in one integrated platform.  We believe in empowering self-employed people to enjoy the same tax savings that big companies get. 

Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, Techcrunch and more. We’re backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa and prominent investors who have financed and built iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, Lyft, and more.

About the role:

At Collective we are building first-of-its-kind, category-defining AI-enabled financial back-office to help millions of solopreneurs start and run their businesses. As the Product Lead for Onboarding & Business Formation you’ll be bringing to life intuitive and seamless onboarding experiences that get our customers to their first magical “aha” moments with Collective as well as help our customers realize their entrepreneurial dream by helping them with business formation (LLC, PLLC, S Corp)  - from getting a company tax ID (EIN), filing compliance forms with various state & federal agencies, making appropriate tax elections and more. 

We are backed by top-tier Fintech and AI VCs - General Catalyst, QED, Gradient (Google’s venture fund to invest in AI companies), Expa, and more. We pride ourselves in rethinking established paradigms and bringing creative solutions into existence for our customers. As the product lead you will set the vision, strategy, roadmap, and lead execution for your area. You will help your product development team navigate uncertainty with structured thinking & communication, make decisions with strong product & analytical sense, and be highly effective at execution & knocking down barriers.

⚒️Responsibilities:

  • Own the vision, strategy, implementation, and customer & business outcomes for Onboarding & Business Formation product area 
  • Lead and inspire an XFN team (design, engineering, operations, legal, sales & marketing etc.) to ideate on and ship innovative experiences
  • Deeply understand business and product performance to ensure the team is focused on the highest leverage opportunities that balance long term growth with immediate business needs
  • Manage the roadmap and team processes to enhance quality and velocity of execution, make tradeoff decisions between business priorities and available resources  
  • Drive effective partnership both cross-functionally, across product teams, and external partners to ensure the team is effectively strong business outcomes 
  • Define the framework and metrics to measure the impact of the team; deeply understand the core drivers and monitor progress​​ 

🙌 What we want you to bring:

  • 5-6+ years of product management - You have a deep understanding of the product craft throughout the entire product lifecycle - delivering successful & innovative products 
  • Onboarding product expertise  – You understand the importance of a customer’s early experience and the role of effective onboarding. You are able to define and execute on key “aha” moments for customers to increase propensity for retention. You understand deeply how to enable our customers to become net promoters & referrers of the product 
  • Experience building intuitive, delightful product experiences in domains with complex regulatory requirements - You are able to wade through high legal and compliance complexity to deliver experiences that are delightful while being compliant 
  • Fluency with data  & A/B testing – You are very comfortable defining & running A/B tests. You know how to leverage data to make product decisions rapidly & insightfully 
  • An “owner” and “driver” mindset – You are biased toward action and get stuff done. No task is too big or too small for you. You strive to solve problems independently, while striking the balance of asking for help 
  • Drive for simplicity & elegance – Ability to take on complex product challenges and find elegant, simplifying solutions to avoid making them our customers’ and partner’s problems.
  • A high quality bar – For your own contributions and those of the people around you
  • Comfort & skill with ambiguity - Ability to independently solve ambiguous problems with - first principles and structured thinking
  • Strong written and & communication - High signal, clear & succinct, and structured communication  
  • Intellectual curiosity & humility  – Product development is a deep team sport. You are intellectually curious, a team player, and have strong opinions loosely held w/ humility 

Bonus Points if you have:

  • Experience working in a fast-paced, high growth environment
  • Prior consulting (BCG/Bain/Mckinsey) or investment banking experience
  • Reforge certification(s)

Why work with us:

  • Collective is the first online back office platform designed for Businesses-of-One
  • You will be able to grow fast with opportunity to take on ever-increasing scope rapidly
  • We were backed by top tier VCs
  • We promote open and transparent culture within the company 

What we offer in return:

Compensation Range: $190,000 - $220,000 annual base salary 

The salary ranges for the roles are posted for your convenience and review. Please understand that if an offer is presented, the offer compensation package will be based on the relevant position related skills a candidate demonstrates during our formal interview process. 

  • Location: San Francisco (Hybrid) or US Remote 
  • A diverse and collaborative team culture
  • Stock options package
  • 14 company holidays + flex PTO
  • 401K
  • Employer paid Health, Vision and Dental Insurance
    • 100% coverage for employees
    • 75% coverage for dependents
  • PC or Mac laptop + $750 Home office stipend
  • Generous paid parental leave
  • Fertility benefits, up to $8k
  • Team events and virtual gatherings
  • $600 wellness bonus

Equal Employment Opportunity

At Collective, we don’t just accept differences — we celebrate them, we support them, and we thrive on them for the benefit of our employees, our customers, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. If you’re good at what you do, come as you are. The more inclusive we are, the better our work will be. Collective is proud to be an equal opportunity workplace.

The Company
HQ: San Francisco, CA
229 Employees
Hybrid Workplace
Year Founded: 2020

What We Do

Collective is on a mission to redefine the way Businesses-of-One work. Collective is the first online concierge financial platform designed to give self-employed people the technology and team they need so they can focus on their passion, not their paperwork. Collective handles company formation, taxes, accounting, bookkeeping, and more.

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