BPO - Client Technology & Financial Operations Associate (Hybrid Setup)

Unity Communications; Parañaque; Hybrid; PHP 360,000 - 540,000; Full time

Benefits offered by this job

HMO coverage

13th-month pay

Growth opportunities

Job summary

Unity Communications seeks a Client Technology Associate to bridge engineering and executive teams. You will translate complex tech and financial findings into clear business insights, supporting large enterprise accounts.

In this hybrid role, you’ll participate in client meetings, conduct infrastructure reviews, and help manage day-to-day relationships while growing a broad set of technical and financial skills.

Qualifications

• Strong understanding of IT infrastructure, including servers, networking, cloud, and endpoints.
• Working knowledge of cybersecurity best practices.
• Tier 2 support experience or strong troubleshooting background.
• Familiarity with Microsoft technologies (Windows Server, AD, M365, Azure).
• Strong finance operations experience, including invoice processing and reconciliation.

Responsibilities

• Support CTMs and ESDMs on assigned enterprise accounts.
• Join client meetings to provide technical insight and follow-up support.
• Manage day-to-day technical and business relationships with large clients.
• Perform infrastructure and cybersecurity reviews to identify risks and improvements.
• Conduct gap analyses to uncover technical issues and opportunities.
• Analyze financial data to identify discrepancies and opportunities for improvement.
• Support invoice finance, invoice analysis, reconciliation, and validation as needed.
• Assist AR/AP processes and related financial inquiries.
• Review financial data for accuracy and proper documentation.
• Translate technical/financial findings into clear business language.
• Coordinate with vendors and support scoping calls with Account Management.

Skills

IT infrastructure

Cybersecurity basics

Tier 2 support

Microsoft technologies

Finance operations

AR/AP processes

Financial data analysis

Vendor coordination

Clear communication

Problem solving

Tools

Windows Server

Active Directory

Microsoft 365

Azure

Job description

You’re fluent in two languages: advanced technical diagnostics… and plain English that executives actually understand.

Unity Communications is looking for a Client Technology Associate who can live in both worlds: fluent in tech, but able to explain it without sounding like you swallowed a user manual. You’re the bridge between engineers and executives. The translator. The one who can turn “multi-layered infrastructure vulnerability exposure” into “Here’s what’s happening, and here’s how we fix it.”

• Support Client Technology Managers (CTMs) and Enterprise Service Delivery Managers (ESDMs) on assigned enterprise accounts
• Join client meetings and calls to provide technical insight and follow-up support
• Help manage the day-to-day technical and business relationship with large and national clients
• Perform infrastructure and cybersecurity reviews to identify risks and improvement areas
• Conduct deep dives and gap analyses to uncover technical issues and service opportunities
• Analyze financial processes, data, and documentation to identify discrepancies, risks, and improvement opportunities
• Support invoice finance, invoice analysis, reconciliation, and validation activities as needed
• Assist with Accounts Receivable (AR) and Accounts Payable (AP) processes and related financial inquiries
• Review and validate financial and invoice-related data for accuracy, completeness, and proper documentation
• Conduct financial data analysis and translate findings into clear, actionable insights
• Support finance-related projects, process improvements, and finance project management activities
• Manage finance-related tickets, cases, requests, and follow-ups to ensure timely resolution
• Translate technical and financial findings into clear, business-friendly language
• Analyze recurring incidents, financial discrepancies, and operational issues and recommend preventative solutions
• Coordinate with vendors (ISPs, software, hardware, and finance-related providers) as needed
• Assist with scoping calls alongside Account Management and Solution Engineering
• Document findings, recommendations, financial analyses, and action items clearly
• Provide administrative and operational support related to finance processes, including Finance Virtual Assistant (Finance VA) functions when needed
• Continuously grow your technical, financial, and business knowledge

What You Must Possess

• Strong understanding of IT infrastructure (servers, networking, cloud, endpoints)
• Working knowledge of cybersecurity best practices
• Tier 2 support experience or strong troubleshooting background
• Familiarity with Microsoft technologies (Windows Server, Active Directory, Microsoft 365, Azure preferred)
• Strong finance operations experience, including invoice processing, validation, analysis, and reconciliation
• Hands-on experience with Accounts Receivable (AR) and/or Accounts Payable (AP)
• Experience with financial data analysis and financial reporting
• Understanding of invoice finance and finance-related business processes
• Experience supporting finance projects or performing finance project management
• Experience handling finance-related tickets, cases, requests, or issue resolution
• Experience providing Finance Virtual Assistant (Finance VA) or finance administrative support
• Ability to assess technical and financial environments and identify gaps
• Experience with deep-dive analysis, gap analysis, impact assessment, and root cause identification
• Strong problem-solving and analytical thinking
• Ability to analyze financial information, identify discrepancies, and determine appropriate resolutions
• Ability to explain technical and financial issues and their business impact clearly
• Willingness to work in complex enterprise environments
• Confidence and professionalism, especially during customer calls
• Strong written and verbal communication skills
• Ability to simplify complex technical and financial concepts
• Strong time management and organizational skills
• Service-oriented mindset with strong ownership
• Eagerness to learn and grow into a strategic, client-facing role

What You Shall Receive

• HMO coverage upon regularization, with one free dependent after one year of continuous service and another free dependent after two years of continuous service
• VL/SL credits upon regularization
• Friendly and supportive work culture
• 13th-month pay and other Philippine-government-mandated benefits
• Pay increases, performance bonuses, growth opportunities, birthday gifts, and many more

What You Should Consider

• Full-time position
• Monday to Friday, night shift
• Hybrid work setup with on-site training

Why Join Our Company

You look for a company whose senior management listens to what you are and aren’t saying and whose managers and team leads you can genuinely connect with. According to Glassdoor, 99% of the current and previous employees recommend Unity Communications to their friends, and 100% approve of its executive management. Our company is a Certified Great Place To Work that values inclusion and diversity and spreads kindness and positivity.