Small Business Expert, LegalZoom

• Expertise in or general knowledge of:
• Business formations; LLC, C-Corp, S-Corp, Non-Profits
• Multi-state setup and expansion
• Government Compliance
• Workforce management
• Contracts
• Tax filings
• Bookkeeping
• Obtaining and maintaining business licenses and permits
• An ideal candidate has this experience from either side of the desk: someone from an accounting or attorney firm who supported small-business clients directly, or someone who worked inside an SMB's back office managing operations across areas like the above
• 5+ years in a consultative, relationship-owning role serving small-business owners
• Demonstrated ownership of a book of business with revenue and retention accountability
• Fluency in how small businesses actually run: entities, multi-state obligations, hiring/workforce, contracts, cash flow, compliance
• Track record of consultative selling with cross-sell/attach across multiple services (bundles, not single transactions)
• Strong trust-building and communication with owner-operators
• Austin-based or clearly committed to the Austin market

Desirable

• The Senior Business Manager is a NEW dual-mandate role for LegalZoom's expanding small-business services. Half the job is design: helping expand the Business Manager program
• The other half is proof: running the expanded pilot yourself as the consultative relationship owner and trusted advisor for a live book of clients
• As the pilot proves out, this role is positioned to grow into leading and managing the team that scales it
• Run the pilot hands-on: own a book of small-business relationships end-to-end — acquisition, needs assessment, solution design, and retention — measured by how well you deliver on the jobs above, not just by what you sell
• Turn pilot learnings into the playbook, then help build and lead the team that scales the program beyond you
• Own a book of small-business relationships end-to-end: acquisition, needs assessment, solution design, and retention
• Run consultative discovery with owners; translate their situation into the right mix of formation, multi-state, compliance, workforce, contracts, and financial services
• Hit revenue, attach-rate, and retention targets while sustaining a trusted-advisor relationship (not transactional churn)
• Be the single point of contact clients trust year-round; check in proactively at key business moments (hiring, expansion into new states, renewals, filings)
• Partner with product, service delivery, and specialists on complex needs
• Help shape the expanded Business Manager service model as an early, senior member of the Austin team