Process Associate – Operations (Admin, CRM, Audit Coordination, and Invoicing Support)

Iso Certification; Manila; Remote; PHP 203,112 - 243,288; Full time

Benefits offered by this job

Company provided laptop

Company provided mobile phone

Company provided internet connection

Health Maintenance Organization (HMO)

Food and wellness allowance

Job summary

A leading certification body is looking for a Process Associate – Operations to ensure seamless execution of operational activities including client coordination and invoicing support. This remote role requires strong organization, multitasking skills, and experience in handling administrative tasks within a certification context. Join a dynamic team focused on operational excellence and client satisfaction.

Qualifications

• Bachelor's degree in Business Administration, Accounting, or related field.
• 1-3 years of relevant experience in accounting, admin, operations, or CRM support in a BPO setup.
• Experience in a B2B company with consulting, auditing, or service industry preferred.

Responsibilities

• Prepare and send client invoices immediately as per the project milestones.
• Maintain and update client, audit, and financial information in the CRM.
• Coordinate with clients for surveillance and recertification audits.
• Manage email correspondence, scheduling, and follow-ups.
• Handle administrative duties such as expense tracking and vendor coordination.

Job description

Home Process Associate – Operations (Admin, CRM, Audit Coordination, and Invoicing Support)

Process Associate – Operations (Admin, CRM, Audit Coordination, and Invoicing Support)

Full-Time | Remote (Work-from-Home) with occasional onsite or client visits as required.

Location:

20,000 PHP per month + company provided laptop + company provided mobile phone + company provided internet connection + company provided mobile plan + Upon regularization – 13th month pay upon regularization + incentives + allowances + paid holidy + HMO + food & wellness allowance

Role Overview:

The Process Associate – Operations is responsible for ensuring seamless execution of operational activities including client coordination, audit scheduling and follow-up, invoicing and payment tracking, and real-time CRM and report updates — enabling smooth collaboration between clients, auditors, certification bodies, and internal teams across all consulting and certification projects.

This position blends administrative precision, client communication, and process ownership — supporting the company’s commitment to operational excellence, client satisfaction, and timely renewals.

The role is remote but may occasionally require onsite or field visits for client meetings, document submissions, or bank transactions.

This is a day shift role so no night shifts.

Key Responsibilities

• Finance & Invoicing
• Prepare and send client invoices immediately as per the project milestones.
• Follow up for payments and issue official receipts.
• Deposit client payments to the bank and process payments to auditors/suppliers.
• Maintain payment trackers and ensure financial data accuracy in Excel/CRM.
• Generate invoice and payment status reports for management review.
• CRM & Reporting
• Maintain and update client, audit, and financial information in the CRM and Excel trackers.
• Ensure real-time, error-free data updates for all client and certification records.
• Generate periodic management reports covering invoices, renewals, and audit progress.
• Support automation and workflow improvement within CRM systems.
• Engage with clients and their key employees through birthday wish, festival wishes etc.
• Client Coordination & Audit Management
• Update the records upon completion of a project.
• Coordinate with clients for surveillance and recertification audits.
• Ensure 100% renewal of client certifications through timely follow-up and reminders.
• Coordinate with certification bodies/other stakeholders for scheduling, certificate issuance, and document submission.
• Liaise with auditors to ensure audit reports and requirements are completed on time.
• Maintain professional communication and continuous client engagement.
• Administrative & Operational Support
• Manage email correspondence, scheduling, courier dispatch, and follow-ups.
• Handle administrative duties such as expense tracking, vendor coordination, and internal documentation.
• Attend occasional onsite visits or client meetings to support operational needs.
• Other tasks as required by the management.
• Excellent written and verbal communication skills.
• Strong organization, prioritization, and multitasking ability.
• Accuracy and attention to detail in administrative and CRM work.
• Proficiency in Microsoft Office (Excel, Word) and CRM platforms.
• Familiarity with ISO certification workflows is an advantage.
• Proactive, responsible, and self-driven attitude.

Qualifications & Experience

• Bachelor’s degree in Business Administration, Accounting, or related field.
• 1-3 years of relevant experience in accounting, admin, operations, or CRM support that requires client engagement and coordination in a BPO setup is preferred.
• Prior experience in any B2B company, with consulting, auditing, or service industry preferred.
• Comfortable handling remote coordination and occasional fieldwork.

Performance Indicators

• 100% timely renewal of surveillance and recertification audits.
• On-time invoice issuance, payment collection, and CRM updates.
• Accuracy of management reports and audit documentation.
• High client satisfaction and effective communication.
• Compliance with internal timelines and coordination requirements.