Client Relations Coordinator (US, Bookkeeping and Consulting Firm, Home-based)
ConnectOS, Philippines
Job Description
Salary: P70,000 P90,000 (Monthly Package)
Schedule: 8:00AM 5:00PM CST
What are we looking for?
Skills Required:
- At least 4 years of relevant experience on a heavy client facing role.
- Client Relationship Management experience
- Client Engagement experience
- Skilled in Microsoft Office
- Excellent communication skills
Nice to have:
- QuickBooks Online experience
- Previously worked in a bookkeeping or accounting firm
What will you do?
Client Communication and Document Management:
- Download client bank statements and reports on behalf of the bookkeeping team and proactively email clients to request missing statements and reports by assigned deadlines.
- Manage communication flowing through dedicated client email inbox to ensure information is distributed to relevant team members.
Prospective Client Engagement:
- Act as a primary point of contact for prospective clients, guiding them through the sales process.
- Schedule consultations, request necessary documentation, and send follow-ups to facilitate seamless transitions.
New Client Onboarding:
- Coordinate internal account setups, schedule onboarding sessions, and request necessary documentation.
- Ensure timely follow-ups to address any client inquiries or concerns.
Client Relationship Management:
- Send correspondence and arrange for gifts to express condolences or celebrate milestones on behalf of the company, fostering strong client relationships.
- Collect feedback and/or testimonials from prospective and current clients to assist with improvements to service delivery.
Social Media Monitoring and Content Management
- Serve as point of contact for Marketing Consultants and provide requested information in timely manner.
- Monitor social media accounts, promptly responding to inquiries and engaging with followers and adding content as needed.
Join the awesome team and enjoy these benefits amp; perks:
- Home-based
- Medical, Dental Coverage and Life insurance from day 1 of employment
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Complimentary Sleeping Quarters, Coffee at no cost
- Complimentary Office Fitness and Wellness Facilities at no cost
- Regular Company Events, Work Life Balance, and Career growth opportunities
- Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
Our client operates as a small business bookkeeping and consulting firm. Maintaining precise and current financial records is vital to the prosperity of any enterprise. Whether you require assistance in establishing a tailored bookkeeping system or wish to delegate unwanted bookkeeping responsibilities, we offer comprehensive solutions to meet your needs.
#ConnectOS #TeamConnectOS
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.