Client Account Manager
New
A
Anavah TalentTech-enabled tax accounting firm
Manila, Metro Manila, Philippines. Cebu, Central Visayas, Philippines. Davao City, Davao Region, Philippines. Ilocos Sur, Ilocos Region, Philippines. Cagayan De Oro, Cagayan Valley, Philippines. Laguna, Calabarzon, Philippines, U.S. Business Hours (synchronous)Full-TimeManager
SalaryAt least 1200 USD per month
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Job Details
- Languages
- English
- Experience
- 3–5 years in CX, operations, account management, or white-glove customer support; 1+ year in accounting, finance, banking, or tax prep
- Required Skills
- Microsoft ExcelGoogle SheetsSlack
Requirements
- 3–5 years in CX, operations, account management, or white-glove customer support (U.S. clients/startups preferred)
- 1+ year in accounting, finance, banking, or tax prep (or supporting these industries)
- Strong English proficiency (C2+), excellent writing
- Self-starter, process-oriented, detail-focused, and highly organized
- Comfortable with ambiguity, independent, proactive
- Proficient in Google Sheets/Excel, Slack, task boards, AI tools
- Experience with ticketing systems (Pylon preferred)
- Bachelor’s degree (preferably with honors)
- U.S. startup experience (preferred)
- Accounting, CPA, bookkeeping, or tax prep background (preferred)
- Track record of exceeding CSAT, SLA, or QA targets (preferred)
Responsibilities
- Assemble and upload finalized tax packets, cover letters, and compliance documents
- Track submissions, maintain organized deliverables, and follow QA steps
- Support entity workflows (state registrations/dissolutions)
- Request client documents and triage questions to the right team
- Coordinate onboarding steps, meetings, and follow-ups
- Create templates, checklists, and documentation
- Identify workflow bottlenecks and suggest improvements
- Support ticketing/customer support tools and work with engineering to enhance client systems
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