Client Success & Invoicing Specialist (Xero)

VA Masters; Tayabas; On-site; PHP 350,000 - 550,000; Full time

Job summary

VA Masters in the Philippines is seeking a Customer/Client Success Manager to be the main contact for our existing client base and ensure they derive full value from our services and products.

You will also manage day-to-day bookkeeping and invoicing in Xero, requiring accuracy with numbers and a warm, professional demeanor with clients. This role emphasizes building relationships and spotting opportunities for additional solutions we offer.

Qualifications

• Experience in a client-facing role such as customer success, account management, client services or customer support.
• Excellent written and spoken English with a warm, professional, customer-friendly communication style.
• Hands-on experience with Xero, including creating invoices and setting up recurring billing.
• Solid bookkeeping fundamentals — invoicing, reconciliation, and accurate record keeping.
• Strong follow-through: the ability to chase items to completion without being reminded.
• Comfortable acting as the bridge between clients and a technical team, translating requests clearly in both directions.
• Highly organized with strong attention to detail.
• Reliable, detail-oriented, and able to work independently.

Responsibilities

• Serve as the primary point of contact for existing clients, checking in regularly on active services and projects.
• Build and maintain long-term client relationships so clients feel supported and stay engaged with us.
• Learn our full range of products and services in depth so you can spot where a client would benefit from solutions they are not yet using.
• Handle incoming client inquiries about our digital products in a friendly, helpful way.
• Log and pass technical support questions to our technical team with clear, complete details.
• Follow up with the technical team when a client is waiting on a response, and keep the client updated on progress until the issue is resolved.
• Review and tidy up existing invoicing records, identifying services that were under-billed or not billed at all.
• Set up and manage recurring and repeating invoices in Xero.
• Maintain accurate bookkeeping records on an ongoing monthly basis.
• Track client interactions, follow-ups, and outstanding items so nothing falls through the cracks.

Skills

Client relationship management

English communication

Detail orientation

Independent worker

Cross-functional liaison

Time management

Tools

Xero

Job description

VA Masters in the Philippines is seeking a Customer/Client Success Manager to be the main contact for our existing client base and ensure they derive full value from our services and products.

You will also manage day-to-day bookkeeping and invoicing in Xero, requiring accuracy with numbers and a warm, professional demeanor with clients. This role emphasizes building relationships and spotting opportunities for additional solutions we offer.