Client Account Manager

Client Account Manager

Client Account Manager

Muia Consulting

Remote, Makati, National Capital Region (Metro Manila), Philippines

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Non-Negotiable

RoleYears of Experience First Language

About the Company

1840 & Company is a global organization focused on delivering innovative business solutions that help companies grow, scale, and succeed. Operating in over 150 countries, we support organizations through a range of workforce, operational, and business services designed to drive efficiency and long-term success.

About the Job

About the role Our firm provides accounting, bookkeeping, tax, virtual CFO, SR&ED and government funding services to Canadian small and medium businesses. Most of the tactical accounting work is now executed by software and AI. This role is the human point of contact who keeps client files moving: talking to clients, explaining what we need and why, collecting information and documents, and making sure the work gets completed on time.

Job Overview

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Employment Type:

Full-Time Independent Contractor

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Department:

Customer Service/Support

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Job Level:

Intermediate

Education & Experience

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Years Of Experience:

3 Years

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Business Model:

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Minimum Education Level:

Bachelors

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Qualification:

Bachelors Degree In Accounting

Skills

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Tools/Platforms:

Google Meet

Crm / Support Platforms

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Additional Skills:

None

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Common Methodologies/Frameworks:

Customer Billing Support

CRM

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Additional Skills:

None

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General Skills:

Cross-Functional Collaboration

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Additional Skills:

None

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Soft Skills:

Attention To Detail

Communication

Confidentiality

Accuracy

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Additional Skills:

None

Requirements

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Technological Requirements:

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Language:

English

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Location:

Philippines

Responsibilities

Key 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

Requirements

• Excellent spoken and written English; fully comfortable on calls with business owners, without hesitation
• Strong client-facing experience (account management, client success or a similar role)
• Comfortable learning and working inside software tools; Odoo experience is a strong plus
• Basic understanding of accounting concepts (invoices, bills, bank reconciliation, sales tax); professional bookkeeping experience is not required- Organised, proactive and able to manage several clients and deadlines at once
• Experience with Canadian or North American clients is a plus

What we are not looking for-

• A back-office bookkeeper who prefers data entry over client interaction

Working Hours

Flexible working hours