Remote Client Delivery & Accounts Ops Manager

anavah-talent; Cagayan de Oro; Remoto; PHP 2.520.000 - 4.411.000; Tempo pieno

Vantaggi offerti da questo lavoro

Work From Home

Training & Development

Descrizione del lavoro

Tech Sales Jobs is seeking a Client Account Manager for a fully remote, full-time role supporting U.S. client delivery operations.

You’ll assemble tax packets, manage onboarding, triage inquiries via email/Slack, and help the client service and tax teams move faster. Ideal candidates bring 3–5 years in CX/ops/account management, 1+ year in accounting or tax prep, strong English, excellent writing, and comfort with ambiguity.

Competenze

• 3–5 years in CX, operations, account management, or white-glove customer support (U.S. clients/startups preferred)
• 1+ year in accounting, finance, banking, or tax prep (or supporting these industries)
• Strong English proficiency (C2+), excellent writing
• Self-starter, process-oriented, detail-focused, and highly organized
• Comfortable with ambiguity, independent, proactive
• Proficient in Google Sheets/Excel, Slack, task boards, AI tools; experience with ticketing systems (Pylon preferred)
• Bachelor’s degree (preferably with honors)

Mansioni

• Assemble and upload finalized tax packets, cover letters, and compliance documents
• Track submissions, maintain organized deliverables, and follow QA steps
• Support entity workflows (state registrations/dissolutions)
• Request client documents and triage questions to the right team
• Coordinate onboarding steps, meetings, and follow-ups
• Create templates, checklists, and documentation
• Identify workflow bottlenecks and suggest improvements
• Support ticketing/customer support tools and work with engineering to enhance client systems

Conoscenze

CX

Operations

Account management

White-glove support

English proficiency

Formazione

Bachelor’s degree

Strumenti

Google Sheets/Excel

Slack

Task boards

AI tools

Ticketing systems (Pylon preferred)

Descrizione del lavoro

Tech Sales Jobs is seeking a Client Account Manager for a fully remote, full-time role supporting U.S. client delivery operations.

You’ll assemble tax packets, manage onboarding, triage inquiries via email/Slack, and help the client service and tax teams move faster. Ideal candidates bring 3–5 years in CX/ops/account management, 1+ year in accounting or tax prep, strong English, excellent writing, and comfort with ambiguity.