Job Overview
Location
United States
Job Type
Full-time
Category
Operations
Date Posted
May 3, 2026
Full Job Description
đź“‹ Description
- • As Head of Service Operations, you own the line: a financial services operation that runs by design like a manufacturing floor staffed by AI and humans, where bookkeeping and tax preparation move as defined workflows with measurable inputs, outputs, and quality, at volume, every day.
- • You'll run today's operation at full quality and throughput while architecting the shift from volume-based execution to exception-based management, defining what the AI-supervised production floor of an AI-native financial back office actually looks like in practice.
- • Collective is on a mission to redefine the way businesses-of-one work, empowering self-employed people to enjoy the same tax savings that big companies get through an integrated platform offering incorporation, accounting, bookkeeping, tax services, and community access.
- • You will develop hands-on leaders who stay close to the work, drive daily and weekly production reviews, manage capacity dynamically, and partner with Product and Strategic Operations to enforce quality standards and translate floor needs into system improvements.
- • You will architect the transition from volume-based execution to exception-based management while maintaining specialist-level performance data and acting on deviations in days, not quarters.
🎯 Requirements
- • 10+ years managing high-volume, process-driven operations in financial services, fintech, tax services, or professional services at scale
- • Manufacturing or industrial operations mindset: thinking in throughput, utilization, cycle time, and first-pass yield, with experience acting on deviations within hours
- • Proven track record running multi-workflow operations where different work types run in parallel and must be balanced dynamically
- • Strong people leader with direct experience managing managers and building a player-coach culture where leaders stay in the work
- • Familiarity with Lean and Six Sigma principles, statistical process control, root cause analysis, and variance reduction (formal certification a plus)
- • Experience with financial services workflows (accounting, tax, bookkeeping) strongly preferred; comfort in systems-driven environments where workflows are encoded in tools
🏖️ Benefits
- • Remote-Friendly Environment: Flexibility to work from home while staying connected to the team (Bay Area-based employees follow a hybrid schedule)
- • Health & Wellness: $200 quarterly reimbursement to support your well-being
- • Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents
- • Parental Leave: 16 weeks fully paid
- • Retirement & Ownership: 401k plan plus an equity package
- • Team Connection: Quarterly virtual events and an annual in-person summit
Skills & Technologies
About Collective Technologies, Inc.
Cloud-based back-office platform that provides tax, accounting, bookkeeping, payroll and business formation services for self-employed individuals and small businesses in the United States. It combines software automation with human advisors to deliver bookkeeping, quarterly tax filings, annual returns, S-corp election, compliance monitoring and invoicing in one subscription. Accountants, tax preparers and payroll specialists review financials in real time, while dashboards offer insights on cash flow, deductions and tax savings. The company targets freelancers, consultants, creators and single-member LLCs seeking enterprise-grade financial operations without hiring internal staff.
Subscribe to the weekly newsletter for similar remote roles and curated hiring updates.
Newsletter
Weekly remote jobs and featured talent.
No spam. Only curated remote roles and product updates. You can unsubscribe anytime.
Similar Opportunities
EMC Insurance Companies
4 months ago
