Client Success

3 hours ago

Work from Home, Philippines Tech Guru LLC Full time ₱540,000 - ₱780,000 per year

Remote (Philippines) — Must work 8 AM – 5 PM US Central Time

Tech Guru – IT for Accounting Firms

Who We Are

At Tech Guru, we partner exclusively with U.S. accounting firms, delivering secure, high-performance IT so CPAs can thrive. We're a 100% remote, EOS-run company that lives our values every day: Caring, Accountability, Responsiveness, Empathy.

We honor our DEI pledge in every hiring decision and are committed to building a supportive, growth-oriented workplace.If you enjoy building strong client relationships, keeping processes organized, and owning billing and administrative duties with confidence, this role is for you.

Why This Role Matters

This role blends client success, invoicing, and administrative support. You will be a trusted partner for clients—ensuring they feel supported, informed, and confident in their relationship with Tech Guru.

Your mission:

  • Build trust and strong relationships with clients
  • Deliver proactive, clear, and confident communication
  • Ensure accurate and timely invoicing and billing support
  • Maintain organized client processes and documentation
  • Keep client accounts running smoothly through strong admin support

What You'll DoClient Success & Communication

  • Act as one of the points of contact for client issues
  • Proactively communicate with clients on all matters, including invoicing
  • Explain billing structures, recurring charges, and usage-based adjustments
  • Partner with Client Success Managers to ensure seamless client experiences
  • Host regular check-in calls with clients
  • Deliver simple, clear reporting packages
  • Maintain organized, accurate client records and track all action items
  • Proactively identify client concerns, resolve issues, and escalate when needed

Invoicing, Billing & Financial Operations

  • Prepare, review, and send accurate monthly invoices with supporting documentation
  • Reconcile vendor bills (Microsoft 365, hosting, security, accounting apps) against usage reports
  • Track and help protect service line gross margins by ensuring billing accuracy
  • Manage accounts receivable: outreach, payment plans, autopay enrollment, and collections
  • Investigate billing discrepancies and communicate resolutions clearly
  • Maintain an organized system for billing files, documentation, and client histories
  • Assist in financial forecast

Admin & Meeting Support

  • Send follow-up communications and ensure tasks are completed
  • Maintain an organized system for client files and communications
  • Assist leadership and Client Success Managers with administrative tasks for client accounts

Process Automation & Improvement

  • Document and continuously improve SOPs for client-facing, invoicing, and administrative processes
  • Analyze recurring issues and propose improvements to workflows

What You Bring

  • Experience in billing, invoicing, admin support, or revenue operations (SaaS, MSP, or service-based environments preferred)
  • Strong client-facing communication skills — confident with U.S.-based clients
  • Excellent written and spoken English
  • Experience reconciling vendor bills or managing subscription/licensing models
  • Strong spreadsheet skills (lookups, pivots, basic analysis)
  • Familiarity with Xero or similar accounting software
  • Demonstrated wins in process automation
  • Highly organized and detail-oriented — able to manage multiple client accounts and deadlines

Job Type: Full-time

Pay: Php45, Php65,000.00 per month

Benefits:

  • Pay raise
  • Work from home

Application Question(s):

  • What's your notice period?
  • What's your salary expectation?

Experience:

  • Client Success : 3 years (Required)
  • Invoicing : 2 years (Required)
  • Xero : 1 year (Preferred)
  • Excel : 2 years (Required)

Work Location: Remote

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