Customer Success Manager responsible for managing the customer lifecycle at Formations. Assisting self - employed individuals with financial management and ensuring a positive onboarding and experience journey.
FO
Formations
Currently Hiring
About the company
Formations is a financial management solution for full-time self-employed who want to enjoy the benefits of W2 employees without becoming one.
Formations automates the creation and ongoing management of S-Corp, the most efficient tax structure for small businesses, so self-employed can operate as a corporate entity.
Using Formations, self-employed save thousands of dollars on their taxes every year, can enjoy a steady paycheck, get real-time insight and recommendations on financial decisions, connect live with a certified bookkeeper or CPA, and gain access to Fortune 500-level benefits like health insurance and 401K.
With Formations, self-employed can maximize the financial potential of their business and improve their financial wellbeing.
Start your journey today at formationscorp.com.
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2 jobs found
Tax Preparer managing individual tax returns at a fintech startup focused on self - employed individuals. Preparing and reviewing tax returns while collaborating with customer success teams.