Business Formation Specialist

Job Description

Job Description

Description:

As a Business Formation Specialist, you will be the front-line ambassador for our brand, guiding entrepreneurs and business owners through their journey. This is a multi-channel customer service role where you will manage inbound phone calls, support emails, and live text messages. You will assist in processing and drafting legal documents to state and federal agencies, responding to customer inquiries, and managing a variety of topics - ranging from business entity questions and paperwork processing to billing, refunds, and Google Workspace setups. 

We are looking for a tech-savvy, proactive problem-solver who can retain key business compliance information and turn every customer interaction into a positive experience. This position works directly with the Business Formation Manager and collaborates closely with the Sales and Management teams.

Who we are: 

Remember when every step of launching your dream felt like a mountain? Debt loomed, the tax code was a cryptic puzzle, and building a rock–solid foundation seemed impossible. PRIME Corporate Services was forged from that very struggle - by entrepreneurs who knew there had to be a better way. 

We are not just a faceless firm; we are a co-pilot for founders, operators, and business builders navigating the chaos of growth. We help cut through red tape, simplify complex systems, and help entrepreneurs structure their business for long-term financial freedom. 

From entity structuring to tax strategy to business credit and funding, we don’t just protect businesses - we help to scale them. Our team partners directly with high-growth entrepreneurs and affiliate partners to drive measurable outcomes; more leads, more revenue, and stronger businesses. 

We deliver expert guidance and exceptional service at every stage of the business journey. 

Our Mission: We aim to serve, advise, and support entrepreneurs every day.

Why You’ll Love Working Here: 

• Impact at scale: Your work will shape the experience of thousands of entrepreneurs working with PRIME.
• Autonomy + Accountability: You’ll be trusted to lead, experiment, and deliver results — no micromanagement, just momentum .
• Collaborative Culture: You’ll work alongside creative thinkers, engineers, and business leaders who care deeply about customer success and innovation.
• Modernization Mission: You’ll play a key role in bringing advanced tech, analytics, and discipline to a growing organization — setting the foundation for the next generation of PRIME’s digital ecosystem.

Benefits & Perks

• Competitive Compensation + performance based bonuses
• Comprehensive Health Coverage - Medical, dental, and vision
• Paid Time Off - Generous PTO, sick days, and paid holidays
• 401k with Company match (we match up to 4%)
• Parental Leave - Paid leave for new parents
• Impact-Driven Culture - Small team, big mission
• Gym Pass - Company sponsored access to local gyms
• Free soda and snacks
• Discounts on Cellular/Wireless bills
• Robust Employee Resource Program with tele-health and more

Responsibilities:

• Omnichannel Customer Support : Handle inbound phone calls, email queues, and text communications in a timely, professional, and empathetic manner.
• Account & Billing Management : Process membership cancellations, billing inquiries, account updates, and approved refunds.
• Operational & Administrative Support : Prepare and send legal or administrative paperwork, assist clients with setting up and troubleshooting Google Workspace accounts, and handle/arrange incoming and outgoing correspondence.
• Business Entity Assistance : Answer general inquiries regarding business formations, compliance requirements, and product offerings.
• Proactive Problem Solving : Anticipate client needs, guide them through their business setup journey, and retain product knowledge to offer swift, accurate solutions.
• General Duties : Submit vital business information to State and Federal agencies, handle faxes/scans/filing, and manage special department projects as needed.

Qualifications & Skills:

• Experience : 1–3+ years of experience in a customer service or customer support role.
• Technical Proficiency : Strong general computer skills, proficiency in Google Suite and assorted calendar applications, and the ability to navigate multiple browser tabs, web tools, and software simultaneously.
• CRM Knowledge : Prior experience with Salesforce (or a similar CRM system) is highly preferred.
• Communication : Exceptional written and verbal communication skills with a knack for tone management across phone, email, and text.
• Adaptability & Knowledge Retention : Ability to absorb detailed process information, retain complex guidelines, and remain proactive in a fast-paced environment.

Competencies: 

• Client-Centric Mindset : Passionate about helping business owners succeed.
• Detail-Oriented : Accurate in handling sensitive paperwork and billing transactions.
• Self-Motivated : Able to manage email and text queues efficiently without micromanagement.
• Performance : Thrives in a fast-paced environment, engages effortlessly with a diverse range of personalities, and excels at multitasking.

Education Requirements:

• High School Diploma or equivalent

Physical Requirements:

The work environment characteristics and associated physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

• Prolonged periods of sitting at a desk, working on a computer, and taking phone calls.
• Must be able to lift 25 pounds periodically.
• Must be able to access and navigate each department at the organization’s facilities.
• Travel (less than 10% annually) may be required for sales support, training, and/or professional development.