Remote Client Delivery & Ops Manager

anavah-talent; Cebu City; Remote; PHP 768,000 - 920,000; Full time

Benefits offered by this job

Work From Home

Training & Development

Job summary

Tech Sales Jobs is hiring a Client Account Manager to support client delivery and onboarding for a fast-growing US-based tax accounting firm. This independent contractor role is fully remote and aligns with US business hours, offering 40+ hours per week and strong growth opportunities.

The ideal candidate is detail-focused, thrives in high-growth settings, and can manage multiple tasks while improving processes at scale.

Qualifications

• 3–5 years in CX, operations, account management, or white-glove customer support (US 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).

Responsibilities

• 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

Skills

CX experience

Operations

Account management

US clients

Education

Bachelor’s degree

Tools

Google Sheets/Excel

Slack

AI tools

Ticketing systems

Job description

Tech Sales Jobs is hiring a Client Account Manager to support client delivery and onboarding for a fast-growing US-based tax accounting firm. This independent contractor role is fully remote and aligns with US business hours, offering 40+ hours per week and strong growth opportunities.

The ideal candidate is detail-focused, thrives in high-growth settings, and can manage multiple tasks while improving processes at scale.