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, ensure organized deliverables, and adhere to quality assurance procedures.

• Assist with entity workflows, which include state registrations and dissolutions.

• Request documentation from clients and direct inquiries to the appropriate team.

• Organize onboarding processes, meetings, and follow-ups.

• Develop templates, checklists, and necessary documentation.

• Recognize workflow bottlenecks 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 (preferably with U.S. clients/startups).

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

• Exceptional proficiency in English (C2+), with excellent writing skills.

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

• Comfortable navigating ambiguity, independent, and proactive.

• Proficient in Google Sheets/Excel, Slack, task management boards, and AI tools; experience with ticketing systems (Pylon preferred).

• Bachelor’s degree (ideally with honors).

• Experience with U.S. startups is preferred.

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

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

🏝️ Benefits

• Work From Home

• Training & Development

• Strong growth opportunities