Remote Client Account Manager – Accounting & Funding Services

1840 & Company

Manila

Remote

PHP 630,000 - 898,000

Full time

7 hours ago
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Job summary

1840 & Company is seeking a client-facing coordinator to act as the human touchpoint for Canadian client files. You will collect information, explain requirements, and ensure timely completion of tasks across our accounting and tax services.

Desired candidates will have strong English communication, experience with professional bookkeeping, and familiarity with software tools like Odoo and Google Workspace. This remote role supports Makati-based operations and international clients.

Qualifications

  • Excellent spoken and written English; comfortable on calls with business owners
  • Strong client-facing experience (account management, client success or similar)
  • Comfortable learning and working inside software tools; Odoo experience is a strong plus
  • Basic understanding of accounting concepts (invoices, bills, bank reconciliation, sales tax)
  • Experience with Canadian or North American clients is a plus

Responsibilities

  • Act as the day-to-day contact for an assigned portfolio of clients by phone, video call and email
  • Run client calls confidently: onboarding calls, document requests, status updates and follow-ups
  • Explain our processes to clients in clear, simple English (what we need, by when, and why)
  • Gather and organise the information and documents required for bookkeeping, tax filings and funding applications
  • Use our software stack (Odoo, TaxDome, Google Workspace and AI tools) to track tasks, log client activity and keep records up to date
  • Chase missing items and deadlines proactively, and escalate exceptions to the manager
  • Coordinate internally so that each client file moves forward without delays

Skills

Client facing
English fluency
Time management
Organised
North American clients

Education

Bachelor's degree in Accounting
3+ Years experience

Tools

Odoo
Google Workspace

Job description

1840 & Company is seeking a client-facing coordinator to act as the human touchpoint for Canadian client files. You will collect information, explain requirements, and ensure timely completion of tasks across our accounting and tax services.

Desired candidates will have strong English communication, experience with professional bookkeeping, and familiarity with software tools like Odoo and Google Workspace. This remote role supports Makati-based operations and international clients.

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