Client Account Manager
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About the Job
About the roleOur 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.
Must Have Requirements
These are essential requirements for this role. Candidates must meet all of the criteria below.
Years of Experience
Role
Language
Responsibilities
Key responsibilities-
- Act as the day-to-day contact for an assignedportfolio 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, simpleEnglish (what we need, by when, and why)
- Gather and organise the information and documentsrequired 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 escalated exceptions to the manager
- Coordinate internally so that each client file moves forward without delays
Requirements
- Excellent spoken and written English; fullycomfortable 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
Qualifications
Bachelors Degree in Accounting
Skills
Tools/Platforms
Google Meet Crm / Support Platforms
Common Methodologies/Frameworks
General Skills
Cross-functional Collaboration
Soft Skills
Attention to Detail Communication Confidentiality Accuracy
Education & Experience
Education
Minimum
Experience
3+ Years
Additional Requirements
Technological Requirements Windows
Language English
City/Province/Country Makati, National Capital Region (Metro Manila), Philippines
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.
Job Overview
Employment Type
Department
Customer Service/Support
Job Level
Intermediate
Location
Remote · Makati, National Capital Region (Metro Manila), Philippines
Years of Experience
3+ Years
USD 8.8 - 8.8 Hourly
Working Hours
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