Client Account Manager

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Assemble and upload completed tax packets, cover letters, and compliance documents

• Monitor submissions, keep organized deliverables, and adhere to QA procedures

• Assist with entity workflows, including state registrations and dissolutions

• Request documents from clients and direct inquiries to the appropriate team

• Coordinate onboarding processes, meetings, and follow-ups

• Develop templates, checklists, and documentation

• Recognize workflow bottlenecks and propose enhancements

• Support ticketing/customer support systems

• Collaborate with engineering to improve client systems

• Assist in internal account management and client delivery operations

⛳️ Requirements

• 3–5 years of experience in CX, operations, account management, or premium customer support (experience with U.S. clients/startups is preferred)

• Over 1 year of experience in accounting, finance, banking, or tax preparation (or supporting these sectors)

• Excellent English proficiency (C2+), with strong writing skills

• Self-motivated, process-driven, detail-oriented, and highly organized

• Comfortable navigating ambiguity, independent, and proactive

• Skilled in Google Sheets/Excel, Slack, task boards, AI tools; familiarity with ticketing systems (Pylon is preferred)

• Bachelor’s degree (preferably with honors)

• Preferred: Experience in U.S. startups

• Preferred: Background in accounting, CPA, bookkeeping, or tax preparation

• Preferred: Proven track record of surpassing CSAT, SLA, or QA benchmarks

• Must be available during U.S. business hours (synchronous)

• Commitment to a full-time schedule of 40+ hours

🏝️ Benefits

• Work From Home

• Training & Development

• Competitive pay

• Strong growth opportunities