Client Account Manager

anavah-talent; Cagayan de Oro; On-site; PHP 2,520,000 - 4,411,000; Full time

Benefits offered by this job

Work From Home

Training & Development

Job summary

Tech Sales Jobs is seeking a Client Account Manager for a fully remote, full-time role supporting U.S. client delivery operations.

You’ll assemble tax packets, manage onboarding, triage inquiries via email/Slack, and help the client service and tax teams move faster. Ideal candidates bring 3–5 years in CX/ops/account management, 1+ year in accounting or tax prep, strong English, excellent writing, and comfort with ambiguity.

Qualifications

• 3–5 years in CX, operations, account management, or white-glove customer support (U.S. clients/startups preferred)
• 1+ year in accounting, finance, banking, or tax prep (or supporting these industries)
• Strong English proficiency (C2+), excellent writing
• Self-starter, process-oriented, detail-focused, and highly organized
• Comfortable with ambiguity, independent, proactive
• Proficient in Google Sheets/Excel, Slack, task boards, AI tools; experience with ticketing systems (Pylon preferred)
• Bachelor’s degree (preferably with honors)

Responsibilities

• Assemble and upload finalized tax packets, cover letters, and compliance documents
• Track submissions, maintain organized deliverables, and follow QA steps
• Support entity workflows (state registrations/dissolutions)
• Request client documents and triage questions to the right team
• Coordinate onboarding steps, meetings, and follow-ups
• Create templates, checklists, and documentation
• Identify workflow bottlenecks and suggest improvements
• Support ticketing/customer support tools and work with engineering to enhance client systems

Skills

CX

Operations

Account management

White-glove support

English proficiency

Education

Bachelor’s degree

Tools

Google Sheets/Excel

Slack

Task boards

AI tools

Ticketing systems (Pylon preferred)

Job description

Client Account Manager

Location: Manila, Metro Manila, Philippines, Cebu, Central Visayas, Philippines, Davao City, Davao Region, Philippines, Ilocos Sur, Ilocos Region, Philippines, Cagayan De Oro, Cagayan Valley, Philippines, Laguna, Calabarzon, Philippines

Workplace: remote

Employment Type: full

Description

Client Account Manager

Engagement:Independent Contractor, Direct Hire (Fully remote)

Schedule:U.S. Business Hours (synchronous)

Salary: $1200

ABOUT THE ROLE
A fast-growing U.S.-based tech-enabled tax accounting firm is seeking a Client Account Manager to support internal account management and client delivery operations. You’ll help the client service and tax teams move faster—assembling tax packets, managing onboarding, and triaging client requests via email/Slack.

This is a full-time remote role (40+ hours) with competitive pay and strong growth opportunities in a VC-backed, rapidly scaling company.

ABOUT YOU
Detail-oriented and client-focused, you thrive in high-growth, ambiguous environments. You balance empathy with precision, communicate clearly, manage multiple tasks, and build checklists and systems that increase team efficiency. You’re willing to dig into client work while improving processes at scale.

RESPONSIBILITIES

Client Delivery Operations

• Assemble and upload finalized tax packets, cover letters, and compliance documents
• Track submissions, maintain organized deliverables, and follow QA steps
• Support entity workflows (state registrations/dissolutions)

Client Service Operations

• Request client documents and triage questions to the right team
• Coordinate onboarding steps, meetings, and follow-ups

Process Improvement

• Create templates, checklists, and documentation
• Identify workflow bottlenecks and suggest improvements
• Support ticketing/customer support tools and work with engineering to enhance client systems

Requirements

• 3–5 years in CX, operations, account management, or white-glove customer support (U.S. clients/startups preferred)
• 1+ year in accounting, finance, banking, or tax prep (or supporting these industries)
• Strong English proficiency (C2+), excellent writing
• Self-starter, process-oriented, detail-focused, and highly organized
• Comfortable with ambiguity, independent, proactive
• Proficient in Google Sheets/Excel, Slack, task boards, AI tools; experience with ticketing systems (Pylon preferred)
• Bachelor’s degree (preferably with honors)

Preferred

• U.S. startup experience
• Accounting, CPA, bookkeeping, or tax prep background
• Track record of exceeding CSAT, SLA, or QA targets

Benefits

• Work From Home
• Training & Development