Remote Client Success & Operations Manager

anavah-talent; Laguna; Remote; PHP 717,000 - 970,000; Full time

Benefits offered by this job

Work From Home

Training & Development

Job summary

Tech Sales Jobs is hiring a remote Client Account Manager for a fast-growing U.S.-based tax accounting firm. You will support client service and tax teams, assemble tax packets, manage onboarding, and triage client requests via email/Slack.

This full-time remote role (40+ hours) offers competitive pay and strong growth opportunities in a VC-backed company. Ideal candidates are detail-oriented, process-driven, and able to improve workflows at scale.

Qualifications

• 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.

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.

Skills

CX

Operations

Account management

White-glove support

English proficiency

Education

Bachelor’s degree

Tools

Google Sheets/Excel

Slack

AI tools

Ticketing systems

Job description

Tech Sales Jobs is hiring a remote Client Account Manager for a fast-growing U.S.-based tax accounting firm. You will support client service and tax teams, assemble tax packets, manage onboarding, and triage client requests via email/Slack.

This full-time remote role (40+ hours) offers competitive pay and strong growth opportunities in a VC-backed company. Ideal candidates are detail-oriented, process-driven, and able to improve workflows at scale.