Customer Account Executive

MicroSourcing; Philippines; On-site; PHP 446,400 - 892,800; Full time

Benefits offered by this job

Above-market compensation

Healthcare coverage from day one

Paid time off

Group life insurance

Job summary

MicroSourcing, based in the Philippines, seeks a Customer Account Executive for onsite work at BGC, Taguig City. The role coordinates between Sales, Operations, Billing, and Provisioning to ensure service delivery accuracy, billing integrity, and smooth lifecycle management.

You will support the Sales team with accurate opportunity data and pipeline management. The CAE will manage end-to-end order workflows, onboarding and billing communications, and renewals, while maintaining CRM records and

Qualifications

• End-to-end sales support knowledge across mobility, fixed, ICT portfolios.
• CRM proficiency with data integrity and pipeline hygiene.
• Analytical skills to identify billing discrepancies and optimize processes using Excel and dashboards.
• Strong systems literacy across diverse platforms.

Responsibilities

• Manage end-to-end sales order workflows and ensure accurate contract implementation.
• Communicate proactively with customers during onboarding, activation and billing phases.
• Support contract renewals by tracking termination dates and preparing operational components.
• Explain first bill details, clarify billing structures and guide customers through support pathways.
• Maintain accurate customer records across CRM and operations systems.

Skills

CRM proficiency

Data analysis

Problem solving

Technical literacy

Tools

Excel

Dashboards

Job description

Position

Customer Account Executive (CAE)

Location & Work Setup

BGC, Taguig City – Onsite, Day shift

Why Join MicroSourcing

• Competitive Rewards: above-market compensation, healthcare coverage from day one, paid time off, group life insurance, performance bonuses.
• Collaborative Spirit: contribute to a positive environment via company events and activities.
• Work-Life Harmony: balanced schedule and team-driven initiatives.
• Career Growth: continuous learning and career advancement opportunities.
• Inclusive Teamwork: celebrate diversity and foster an inclusive culture.

Your Role

The Customer Account Executive (CAE) is a vital, customer-facing sales support role that coordinates between Sales, Operations, Billing, and Provisioning to ensure accurate service delivery, billing integrity, and smooth lifecycle management. The CAE also supports the Sales team with accurate opportunity and pipeline management, transitioning deals into compliant orders.

Key Responsibilities

Customer Lifecycle & Account Support

• Manage end‑to‑end sales order workflows and ensure accurate, timely contract implementation.
• Communicate proactively with customers during onboarding, activation and billing phases.
• Support contract renewals by tracking termination dates and preparing operational components.
• Conduct first bill explanations, clarify billing structures and guide customers through support pathways.
• Maintain up‑to‑date, accurate customer records across applicable CRM and operational systems.

Order Management, Provisioning & Administration

• Process mobility, fixed, ICT and complex sales orders with high accuracy.
• Identify errors, missing data or compliance issues and coordinate resolution with internal teams.
• Perform adjustments, cancellations, credits and administrative tasks within policy and approval limits.
• Ensure adherence to ID, credit, privacy and documentation requirements.
• Maintain strong working knowledge of order management systems and operational workflows.

Billing Accuracy, Revenue Assurance & Reporting

• Validate billing setup and ensure revenue accuracy from the first billing cycle.
• Investigate and resolve billing discrepancies and communicate outcomes to customers.
• Run billing/data integrity checks and ensure alignment with contractual pricing and service entitlements.
• Capture ongoing billing and reporting requirements and maintain them accurately across systems.
• Identify and correct revenue leakage through analysis of billing and reporting tools.

Stakeholder & Escalation Management

• Build productive relationships with Billing, Provisioning, Sales, Credit, Compliance, Product and Support teams.
• Respond promptly to inquiries and resolve issues within agreed SLAs.
• Coordinate escalations for provisioning delays, billing concerns or operational roadblocks.
• Provide clarity to stakeholders on processes, requirements and system best practices.

Customer Experience & Relationship Building

• Deliver an exceptional customer experience by ensuring accuracy, transparency and proactive communication.
• Participate in customer meetings to explain processes, review account status and address operational needs.
• Support customer engagement activities including first bill walkthroughs, service reviews and milestone follow‑ups.
• Own operational actions arising from customer feedback or internal quality programs.

Opportunity & Pipeline Management (New)

• Maintain accurate, timely opportunity data in CRM platforms.
• Ensure stages, values, close dates and dependencies reflect current reality.
• Monitor pipeline progress and identify or clear operational requirements or blockers.
• Provide insights on order readiness, required documentation, provisioning prerequisites and risk areas.
• Prepare opportunities for conversion into clean, compliant orders; follow up on items that may delay closure or revenue recognition.
• Contribute to forecasting accuracy by ensuring the pipeline reflects valid, up‑to‑date information.

Process, Systems & Continuous Improvement

• Identify inefficiencies across order processing, billing, provisioning or account workflows and propose improvements.
• Document process issues and support implementation of enhancements to reduce rework or delays.
• Stay current with product updates, pricing changes, new processes and system enhancements.
• Contribute to automation, optimization and knowledge sharing initiatives.

What You Need

Technical & Professional Expertise

• End‑to‑end workflow knowledge across mobility, fixed, ICT portfolios.
• CRM proficiency with high standards for data integrity, pipeline hygiene and documentation.
• Analytics & Problem Solving: detail‑oriented to identify billing discrepancies, prevent revenue leakage and optimize processes using Excel and dashboards.
• Systems agility: fast learner with strong technical literacy across diverse platforms.

Communication & Interpersonal Skills

• Stakeholder collaboration: build and coordinate cross‑functional teams.
• Clear communication: translate complex billing concepts into simple terms.
• Customer‑centric approach: professional, proactive, focused on delivering high‑quality experiences.

Organization & Execution

• Workload management: prioritize multiple accounts, deadlines and escalations.
• Autonomy & ownership: structured problem solver who works independently while collaborating effectively.

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our Commitment to 100% YOU

MicroSourcing believes in diversity and inclusive culture. We celebrate individuality and ensure every employee has opportunity to thrive.

Terms & Conditions Apply

Terms & conditions apply.