Admin & Operations VA (Billing Reconciliation + Client Outreach)

Tavor Perry; Cavite City; On-site; PHP 600,000 - 900,000; Full time

Job summary

Tavor Perry is seeking a Customer/Client Success Manager to be the main point of contact for our existing client base in Cavite City, Philippines. You will nurture relationships, ensure clients derive value from services, and identify opportunities for additional solutions.

You will also handle daily bookkeeping and invoicing in Xero with accuracy and professionalism. Responsibilities include maintaining ongoing client engagement, learning our product suite, assisting with inquiries, and

Qualifications

• Proven experience in a client-facing role such as customer success, account management, client services, or customer support.
• Excellent written and spoken English with a warm, professional, customer-friendly communication style.
• Hands-on experience with Xero, creating invoices and setting up recurring billing included.
• Solid bookkeeping fundamentals — invoicing, reconciliation, and accurate record keeping.
• Strong follow-through: the ability to chase items to completion without being reminded.
• At ease acting as the bridge between clients and a technical team, carrying requests clearly in both directions.
• Highly organized with strong attention to detail.
• Dependable, precise, and able to work under your own direction.

Responsibilities

• Serve as the primary point of contact for existing clients, checking in regularly on active services and projects.
• Build and hold long-term client relationships so clients feel supported and stay engaged with us.
• Learn our full range of products and services in depth so you can turn up where a client would benefit from solutions they aren't yet using.
• Take incoming client inquiries about our digital products in a friendly, helpful way.
• Log and pass technical support questions to our technical team with clear, complete details.
• Follow up with the technical team when a client is waiting on a response, and keep the client posted on progress until the issue is cleared.
• Go over and tidy up existing invoicing records, turning up services that were under-billed or not billed at all.
• Set up and run recurring and repeating invoices in Xero.
• Hold accurate bookkeeping records on an ongoing monthly basis.
• Track client interactions, follow-ups, and outstanding items so nothing falls through the cracks.

Skills

Client-facing

English communication

Xero bookkeeping

Invoicing and billing

Relationship management

Detail oriented

Cross-functional coordination

Tools

Xero

Job description

Job Summary:
We're excited to be adding a Customer/Client Success Manager to become the main point of contact for our existing client base. You'll build strong ongoing relationships with our clients, see that they're getting full value from the services and products they use with us, and turn up openings where further solutions we offer could help them. The role also covers our daily bookkeeping and invoicing in Xero, so accuracy with numbers counts as much as a warm, professional manner with people.

Key Responsibilities:

• Serve as the primary point of contact for existing clients, checking in regularly on active services and projects
• Build and hold long-term client relationships so clients feel supported and stay engaged with us
• Learn our full range of products and services in depth so you can turn up where a client would benefit from solutions they aren't yet using
• Take incoming client inquiries about our digital products in a friendly, helpful way
• Log and pass technical support questions to our technical team with clear, complete details
• Follow up with the technical team when a client is waiting on a response, and keep the client posted on progress until the issue is cleared
• Go over and tidy up existing invoicing records, turning up services that were under-billed or not billed at all
• Set up and run recurring and repeating invoices in Xero
• Hold accurate bookkeeping records on an ongoing monthly basis
• Track client interactions, follow-ups, and outstanding items so nothing falls through the cracks

Mandatory Skills:

• Proven experience in a client-facing role such as customer success, account management, client services, or customer support
• Excellent written and spoken English with a warm, professional, customer-friendly communication style
• Hands-on experience with Xero, creating invoices and setting up recurring billing included
• Solid bookkeeping fundamentals — invoicing, reconciliation, and accurate record keeping
• Strong follow-through: the ability to chase items to completion without being reminded
• At ease acting as the bridge between clients and a technical team, carrying requests clearly in both directions
• Highly organized with strong attention to detail
• Dependable, precise, and able to work under your own direction

Preferred Skills:

• Experience with account growth, upselling, or cross-selling further services to existing clients
• Grounding in a services, agency, or digital products business
• Familiarity with CRM or client tracking tools
• Experience building simple SOPs or documentation for recurring processes
• Ease picking up new digital products quickly at a functional (non-technical) level
• Ability to carry several client relationships side by side

Why Join Us:

This is a genuinely varied role where you'll get to know our clients personally and see your work land directly on their experience with us. You'll hold real ownership of the client relationship rather than sitting behind a queue, and room to grow the role as you take on more. We value people who take initiative, communicate openly, and care about doing things properly.