Client Account Manager
Client Account Manager
Engagement: Independent Contractor, Direct Hire (Fully remote)
Schedule: U.S. Business Hours (synchronous)
Salary: $1200
ABOUT THE ROLE
A fast-growing U.S.-based tech-enabled tax accounting firm is seeking a Client Account Manager to support internal account management and client delivery operations. You’ll help the client service and tax teams move faster—assembling tax packets, managing onboarding, and triaging client requests via email/Slack.
This is a full-time remote role (40+ hours) with competitive pay and strong growth opportunities in a VC-backed, rapidly scaling company.
ABOUT YOU
Detail-oriented and client-focused, you thrive in high-growth, ambiguous environments. You balance empathy with precision, communicate clearly, manage multiple tasks, and build checklists and systems that increase team efficiency. You’re willing to dig into client work while improving processes at scale.
RESPONSIBILITIES
Client Delivery Operations
- 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)
Client Service Operations
- Request client documents and triage questions to the right team
- Coordinate onboarding steps, meetings, and follow-ups
Process Improvement
- Create templates, checklists, and documentation
- Identify workflow bottlenecks and suggest improvements
- Support ticketing/customer support tools and work with engineering to enhance client systems
Requirements
- 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)
Preferred
- U.S. startup experience
- Accounting, CPA, bookkeeping, or tax prep background
- Track record of exceeding CSAT, SLA, or QA targets
Benefits
- Work From Home
- Training & Development
Skills
As published by workable · 22 questions · 4 written answers
Basics
First name, Last name, Email, Phone, Address, Photo, Education, Experience, Summary, Resume, Cover letter
Short answers (6)
- Legal name (as it appears on government-issued ID)
- In what city are you physically based?
- Please upload a link to your resume (Google Drive, One Drive, etc - make sure it is set to "Public" for us to view)
- Please share your Online Jobs PH profile and/or LinkedIn profile links
- Availability to start if hired
- How much is your expected pay for this role in USD?
Pick from a list (12)
- Are you physically located in the Philippines?
- Highest Degree Completed:
- CERTIFICATIONS / LICENSES
- Have you directly supported U.S.-based clients or stakeholders?
- Which of the following industries have you directly supported? (Select all that apply.)
- What accounting, finance, or tax-related tasks have you personally handled? (Select all that apply.)
- How many years of experience do you have in client-facing operations, account management, customer experience, or customer support?
- Which of the following tools have you used?
- Are you available to work in US hours?
- Do you agree to a systems check to verify your equipment and internet speed?
- Would you be interested in joining our talent pool? We will potentially connect you with other opportunities if they are a fit.
- Where did you find our job posting?
Written answers (4)
- Written Scenario: A U.S. client has not submitted two required documents. The deadline is tomorrow, and the internal tax team needs the complete file to proceed. Write a brief, professional email to the client requesting the missing documents, explaining the urgency, and outlining the next step.
- Recorded Client Account Management Scenario: Please share a 2-3 minute Vocaroo voice recording describing one real client account, customer support, or operations scenario you personally handled. Please cover: Context: What was the client or workflow, and what was at stake? Challenge: What issue, deadline, or risk needed to be addressed? Actions: What did you personally do to resolve the situation? Communication: How did you coordinate with the client and internal stakeholders? Outcome: What happened, and what would you improve next time? Please do not disclose confidential client information, personal data, or proprietary company details. Use anonymized examples where necessary.
- What are your system and internet specifications? (type of computer (laptop or desktop), processor, Operating System and internet speed)
- Congrats! You have completed the application. Feel free to leave a question or comment (OPTIONAL)