Client Liaison Support

Beepo

Angeles

Remote

PHP 279,000 - 469,000

Full time

10 days ago

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Benefits offered by this job

Remote work
Competitive compensation
Company equipment

Job summary

Beepo is seeking a Client Liaison Support to work remotely in a day shift. Primary duties include processing and coordinating construction stage invoices, following up with clients and brokers, and updating Salesforce with workflow notes.

The role also involves document coordination, inbox management, and timely payment communications. Ideal candidates have at least one year of administration experience, familiarity with Salesforce and DocuSign, and strong written and verbal communication.

Qualifications

  • Minimum of a year of administration experience.
  • Experience across departments is a plus.
  • Experience in property, finance, construction, or admin environments preferred.

Responsibilities

  • Process and coordinate invoices/build claims.
  • Follow up with clients, brokers, and builders on payment status.
  • Update Salesforce records and maintain workflow notes and tasks.
  • Manage inbox workflows and stakeholder follow-ups.
  • Send payment updates, receipts, and SMS notifications.
  • Assist with operational reporting and workflow visibility.
  • Provide phone support for the office.
  • Coordinate documents and assist with general workflow administration.
  • Escalate issues to the Client Liaison Manager.
  • Monitor multiple inboxes and collaborate with Beepo colleagues.

Skills

Administration coordination
Communication
Multi-stakeholder collaboration

Tools

Salesforce
DocuSign
Outlook
Excel

Job description

Discover 100% YOU as a Client Liaison Support
  • Remote | Day Shift
  • Competitive Total Rewards (Compensation, Allowance, HMO, and Paid Time Off)
  • Company Provided Equipment
What's in it for you?
  • Position: Client Liaison Support
  • Location: Central Luzon
  • Work setup & shift: Remote | Day Shift
Your Role
As a Client Liaison Support, You Are Responsible For
  • Processing and coordinating construction stage invoices/build claims (main role)
  • Following up with clients, brokers, and builders regarding payment status and updates
  • Updating Salesforce records, workflow notes, and task tracking
  • Managing inbox workflow and stakeholder follow-up
  • Sending payment updates, receipts, and SMS notifications
  • Assisting with operational reporting and workflow visibility
  • Phone support for the office
  • Assisting with document coordination and general workflow administration
  • Escalating issues or delays to the Client Liaison Manager
  • Monitoring of 3 inboxes (support, build claims, and client liaison) and working collaboratively with the other Beepo Client Liaison Support
Qualifications
  • Minimum of a year of administration experience, and experience in working across departments would be a plus.
  • Experience within property, finance, construction, or administration environments preferred
  • Knowledge and experience in DocuSign, Salesforce, Outlook, and Microsoft programs like Word and Excel
  • Experience with CRM systems preferred
  • High attention to detail
  • Confident written and verbal communication
  • Ability to manage follow-up and workflow tracking
  • Comfortable working across multiple stakeholders and systems
About Beepo

Our Beepo office is located in Clark, Pampanga. We provide exceptional workforce support to clients all over the world. Our primary focus is to help businesses grow sustainably with the help of fantastic Philippine talent.

You will be supported by a great working environment, leading benefits, and an opportunity to meet your career goals. You will be able to apply your skills and innovative thinking to this role. This is an opportunity to grow your career quickly.

  • Terms and conditions apply
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