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 deliverables organized, and adhere to quality assurance steps.

• 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.

• Identify workflow inefficiencies and propose enhancements.

• Provide support for ticketing and customer support tools, collaborating with engineering to improve client systems.

⛳️ Requirements

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

• 1+ year in accounting, finance, banking, or tax preparation (or supporting these sectors).

• Excellent proficiency in English (C2+), with outstanding writing skills.

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

• Comfortable navigating ambiguity, with a proactive and independent approach.

• Skilled in Google Sheets/Excel, Slack, task management tools, and AI applications; familiarity with ticketing systems (Pylon preferred).

• Bachelor’s degree (preferably with honors).

• **Preferred**

• Experience with U.S. startups.

• Background in accounting, CPA, bookkeeping, or tax preparation.

• Proven track record of surpassing customer satisfaction, service level agreement, or quality assurance targets.

🏝️ Benefits

• Work From Home

• Training & Development