Client Account Manager

1840&Co; Quezon City; Presencial; PHP 350.000 - 600.000; Jornada completa

Descripción de la vacante

1840&Co is seeking a client success professional in the Philippines to act as the human point of contact for a portfolio of Canadian clients. You will explain requirements, collect documents, and ensure timely completion of work using our software stack, including Odoo and Google Workspace.

The role emphasizes strong English communication, client-facing experience, and the ability to manage multiple deadlines with proactive coordination across teams.

Formación

• Excellent spoken and written English.
• Strong client-facing experience.
• Comfortable using software tools; Odoo is a plus.
• Basic understanding of accounting concepts.
• Organised with multi-client management.
• Experience with Canadian or North American clients is a plus.

Responsabilidades

• Serve as day-to-day contact for an assigned portfolio of clients by phone, video call and email.
• Lead onboarding calls, document requests, status updates and follow-ups.
• Explain processes in clear English (what we need, by when, and why).
• Gather and organise information for bookkeeping, tax filings and funding applications.
• Use our software stack (Odoo, TaxDome, Google Workspace and AI tools) to track tasks 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.

Conocimientos

Excellent English

Client-facing

Software tools

Odoo experience

Herramientas

Odoo

TaxDome

Google Workspace

Descripción del empleo

About the role

Our 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.

Key responsibilities

• 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

About you

• Excellent spoken and written English; fully comfortable 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

About us

Based in Concord, Ontario, Canada - our firm provides accounting, bookkeeping, tax, virtual CFO, SR&ED and government funding services to Canadian small and medium businesses.