Client Account Manager
New
A
Anavah TalentTax Accounting / Fintech
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)ContractMiddle
Salary1,200 USD per month
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Job Details
- Languages
- Strong English proficiency (C2+)
- Experience
- 3–5 years in CX, operations, account management, or white-glove customer support
- Required Skills
- Microsoft ExcelAccountingAccount ManagementCustomer supportBookkeepingGoogle 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 skills.
- Self-starter, process-oriented, detail-focused, and highly organized.
- Comfortable with ambiguity, independent, and proactive.
- Proficient in Google Sheets/Excel, Slack, and task boards.
- Experience with ticketing systems (Pylon preferred).
- Familiarity with AI tools.
- Bachelor’s degree (preferably with honors).
- U.S. startup experience is a plus.
- Accounting, CPA, bookkeeping, or tax prep background is a plus.
- Proven track record of exceeding CSAT, SLA, or QA targets.
Responsibilities
- Assemble and upload finalized tax packets, cover letters, and compliance documents.
- Track submissions, maintain organized deliverables, and follow QA steps.
- Support entity workflows including state registrations and dissolutions.
- Request client documents and triage questions to the appropriate internal teams.
- Coordinate onboarding steps, client meetings, and follow-ups.
- Create templates, checklists, and documentation to standardize processes.
- Identify workflow bottlenecks and suggest improvements to team operations.
- Support ticketing and customer support tools while collaborating with engineering on system enhancements.
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