Customer Success Manager (Kirkland, WA Hybrid)
Formations Corp
About this role
Formations is a fintech startup focused on providing financial management solutions for self-employed professionals, automating business incorporation, expense tracking, payroll, and benefits. The company aims to simplify finances for independent workers, helping them save on taxes and make better financial decisions. They are seeking a Customer Success Manager to support clients through their journey with the company and ensure a high-quality experience.
Skills
About Formations Corp
formationscorp.comFormations is a financial management platform for self-employed individuals that helps contractors and freelancers save thousands on taxes, make better financial decisions, and access corporate‑level benefits. It provides a mix of advisory services and tools — including tax planning and business administration support — to give independent workers the infrastructure of a small business. The company emphasizes simple onboarding and ongoing guidance so clients can streamline bookkeeping, payroll, retirement, and insurance options. Self‑employed people use Formations to reduce tax burden, secure benefits usually available only to corporations, and run their finances more efficiently.
About Formations Corp
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Formations Corp.