External Account Associate

Filinvest Business Services Corporation; Manila; On-site; PHP 335,000 - 469,000; Full time

Job summary

Filinvest Business Services Corporation is seeking an External Account Associate to provide sales and account support for existing external customers by coordinating client requirements and assisting in renewals and upsell activities.

You will ensure accurate documentation, reporting, and internal alignment to support customer retention, service continuity, and smooth coordination with internal teams including Vendor Management, Infrastructure, Applications, and Support.

Qualifications

• Graduate of a 4-year course in Business, IT, Marketing, or related field.
• 1–2 years experience in account management or sales support.
• Strong communication and documentation skills.

Responsibilities

• Support assigned existing external accounts through day-to-day client coordination and service follow-ups.
• Assist in preparing quotations, proposals, renewals, and related sales documents.
• Coordinate service requests with internal teams and ensure proper escalation.
• Maintain accurate account records, contracts, trackers, and CRM updates.
• Prepare and submit regular account status reports and required documentation.
• Observe company policies, governance standards, and professional communication practices.
• Perform other related tasks as assigned in support of business objectives.

Skills

IT product knowledge

Quotation/proposal support

CRM experience

MS Office

Education

4-year degree in Business/IT/Marketing

Tools

CRM software

Job description

Job Summary

The External Account Associate provides sales and account support for existing external customers by coordinating client requirements, assisting in renewals and upsell activities, and ensuring accurate documentation, reporting, and internal alignment to support customer retention and service continuity.

Duties and Responsibilities

Support assigned existing external accounts through day-to-day client coordination and service follow-ups.

Assist in preparing quotations, proposals, renewals, and related sales documents under the guidance of the immediate superior.

Coordinate service requests and issues with internal teams (Vendor Management, Infrastructure, Applications, Support) and ensure proper escalation.

Maintain accurate account records, contracts, trackers, and CRM updates.

Prepare and submit regular account status reports and required documentation.

Observe company policies, governance standards, and professional communication practices.

Perform other related tasks as assigned in support of business objectives.

Technical Competencies and Skills

Basic knowledge of IT products and services (internet connectivity, data center co location, and related offerings Ability to prepare and review quotations, proposals, renewals, and sales support documents accurately Proficiency in Microsoft Office applications (Word, Excel, PowerPoint) for documentation, tracking, and reporting Experience in updating and maintaining CRM systems, account trackers

Education, Trainings and Licenses Required

Graduate of a 4-year course in Business, IT, Marketing, or related field At least 1-2 years' experience in account management, sales support