Client Process Manager

1 day ago


Pulong Santa Cruz, Calabarzon, Philippines beBeeCompliance Full time $11,000 - $13,200
Job Opportunity

We are seeking a detail-oriented and proactive professional to oversee client onboarding, manage workflows, and drive process automation.

The ideal candidate will have experience with workflow management, client onboarding, and the ability to handle increased responsibilities during peak periods.

Key Responsibilities:

  • Manage the client onboarding process, ensuring all information is collected and properly documented.
  • Build, maintain, and improve automations to streamline workflows.
  • Add new clients into TaxDome, assign bookkeepers and tax preparers, and monitor task completion.
  • Ensure all deadlines are met and compliance tasks are tracked efficiently.
  • Train staff on features, updates, and best practices.
  • Prepare and file necessary documents.
  • Notify relevant teams of new clients and updates.
  • Collaborate with the CPA to determine setup and communicate with relevant departments.
  • Answer inquiries and provide timely responses.
  • Conduct regular check-in calls with clients to maintain strong relationships.
  • Coordinate between clients, bookkeepers, and tax preparers (gather documents, clarify questions).
  • Maintain and update client contact records.
  • Monitor deadlines and ensure client compliance.


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