Client Liaison Support

Beepo; Philippines; Remote; PHP 240,000 - 420,000; Full time

Benefits offered by this job

Remote work

Day shift

Company provided equipment

HMO

Paid time off

Job summary

Beepo in Clark, Pampanga is seeking a Client Liaison Support to coordinate invoices and build claims, follow up with clients, brokers, and builders, and keep Salesforce records current. You will manage inbox workflow, send payment updates and receipts, and support operational reporting to improve visibility of work processes.

The role requires strong written and verbal communication, high attention to detail, and the ability to coordinate across multiple stakeholders and systems while working

Qualifications

• Minimum 1 year of administrative experience; cross-department work a plus.
• Experience in property, finance, construction, or administration environments preferred.
• Knowledge of DocuSign, Salesforce, Outlook and Microsoft Word/Excel desired.
• Experience with CRM systems preferred.
• High attention to detail and accuracy.
• Confident written and verbal communication.
• Ability to manage follow-up and workflow tracking.
• Comfortable working across multiple stakeholders and systems.

Responsibilities

• Process and coordinate construction stage invoices and build claims.
• Follow up with clients, brokers, and builders on payment status and updates.
• Update Salesforce records, workflow notes, and task tracking.
• Manage inbox workflow and stakeholder follow-up.
• Send payment updates, receipts, and SMS notifications.
• Assist with operational reporting and workflow visibility.
• Phone support for the office.
• Assisting with document coordination and general workflow administration.
• Escalate issues or delays to the Client Liaison Manager.
• Monitor multiple inboxes and collaborate with Beepo Client Liaison Support teams.

Skills

Administration

CRM systems

Salesforce

DocuSign

Outlook

Excel

Communication

Detail-oriented

Follow-up

Tools

Salesforce

DocuSign

Outlook

Microsoft Word

Microsoft Excel

CRM systems

Job description

Discover 100% YOU as a Client Liaison Support!

What's in it for you

• Remote | Day Shift
• Competitive Total Rewards (Compensation, Allowance, HMO, and Paid Time Off)
• Company Provided Equipment

Your Role

• 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