Client Account Manager

1840 & Company; Manila; Remote; PHP 630.000 - 898.000; Vollzeit

Zusammenfassung

1840 & Company is seeking a client-facing coordinator to act as the human touchpoint for Canadian client files. You will collect information, explain requirements, and ensure timely completion of tasks across our accounting and tax services.

Desired candidates will have strong English communication, experience with professional bookkeeping, and familiarity with software tools like Odoo and Google Workspace. This remote role supports Makati-based operations and international clients.

Qualifikationen

• Excellent spoken and written English; comfortable on calls with business owners
• Strong client-facing experience (account management, client success or similar)
• Comfortable learning and working inside software tools; Odoo experience is a strong plus
• Basic understanding of accounting concepts (invoices, bills, bank reconciliation, sales tax)
• Experience with Canadian or North American clients is a plus

Aufgaben

• Act as the day-to-day contact for an assigned portfolio of clients by phone, video call and email
• Run client calls confidently: onboarding calls, document requests, status updates and follow-ups
• Explain our processes to clients in clear, simple English (what we need, by when, and why)
• Gather and organise the information and documents required for bookkeeping, tax filings and funding applications
• Use our software stack (Odoo, TaxDome, Google Workspace and AI tools) to track tasks, log client activity and keep records up to date
• Chase missing items and deadlines proactively, and escalate exceptions to the manager
• Coordinate internally so that each client file moves forward without delays

Kenntnisse

Client facing

English fluency

Time management

Organised

North American clients

Ausbildung

Bachelor's degree in Accounting

3+ Years experience

Tools

Odoo

Google Workspace

Jobbeschreibung

About the Job

About the roleOur firm provides accounting, bookkeeping, tax, virtual CFO, SR&ED and government funding services to Canadian small and medium businesses. Most of the tactical accounting work is now executed by software and AI. This role is the human point of contact who keeps client files moving: talking to clients, explaining what we need and why, collecting information and documents, and making sure the work gets completed on time.

Must Have Requirements

These are essential requirements for this role. Candidates must meet all of the criteria below.

Years of Experience

Role

Language

Responsibilities

Key responsibilities-

• Act as the day-to-day contact for an assignedportfolio of clients, by phone, video call and email
• Run client calls confidently: onboarding calls, document requests, status updates and follow-ups
• Explain our processes to clients in clear, simpleEnglish (what we need, by when, and why)
• Gather and organise the information and documentsrequired for bookkeeping, tax filings and funding applications
• Use our software stack (Odoo, TaxDome, Google Workspace and AI tools) to track tasks, log client activity and keep records up to date
• Chase missing items and deadlines proactively, and escalated exceptions to the manager
• Coordinate internally so that each client file moves forward without delays

Requirements

• Excellent spoken and written English; fullycomfortable on calls with business owners, without hesitation
• Strong client-facing experience (account management, client success or a similar role)
• Comfortable learning and working inside software tools; Odoo experience is a strong plus
• Basic understanding of accounting concepts (invoices, bills, bank reconciliation, sales tax); professional bookkeeping experience is not required- Organised, proactive and able to manage several clients and deadlines at once
• Experience with Canadian or North American clients is a plus

What we are not looking for-

• A back-office bookkeeper who prefers data entry over client interaction

Qualifications

Bachelors Degree in Accounting

Skills

Tools/Platforms

Google Meet Crm / Support Platforms

Common Methodologies/Frameworks

General Skills

Cross-functional Collaboration

Soft Skills

Attention to Detail Communication Confidentiality Accuracy

Education & Experience

Education

Minimum

Experience

3+ Years

Additional Requirements

Technological Requirements Windows

Language English

City/Province/Country Makati, National Capital Region (Metro Manila), Philippines

About the Company

1840 & Company is a global organization focused on delivering innovative business solutions that help companies grow, scale, and succeed. Operating in over 150 countries, we support organizations through a range of workforce, operational, and business services designed to drive efficiency and long-term success.

Job Overview

Employment Type

Department

Customer Service/Support

Job Level

Intermediate

Location

Remote · Makati, National Capital Region (Metro Manila), Philippines

Years of Experience

3+ Years

USD 8.8 - 8.8 Hourly

Working Hours