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TYPE OF WORK
Full Time
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SALARY
15k - 20k PHP/month
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HOURS PER WEEK
TBD
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DATE UPDATED
Jul 14, 2026
Job Timing: 9:00am to 6:00pm MST US Time Zone
Location: Remote
Salary:15k - 20k php/month
Job Type: Full-Time
Department: Finance / Operations / Sales Support
Job Overview:
We are seeking a detail-oriented and proactive Account Executive to manage financial records, support sales operations, and maintain strong client relationships. The ideal candidate will be responsible for bookkeeping, back-office coordination, invoicing, client onboarding, and ensuring customer satisfaction and retention.
Key Responsibilities:
Bookkeeping & Financial Management
Maintain accurate financial records and ledgers.
Record daily transactions, reconcile bank statements, and manage accounts receivable/payable.
Assist in preparing financial summaries, reports, and budgets.
Ensure timely and accurate invoice generation and payment follow-ups.
Back Office & Administrative Support
Handle documentation, data entry, and internal record-keeping.
Coordinate with different departments (sales, operations, HR) to ensure smooth internal processes.
Maintain organized filing systems and client databases.
Invoicing & Billing
Prepare and issue invoices to clients in a timely manner.
Track payments, manage outstanding invoices, and send payment reminders.
Coordinate with the finance team to reconcile billing and payment discrepancies.
Client Onboarding & Relationship Management
Assist in onboarding new clients by gathering required information and ensuring a smooth setup process.
Maintain strong client communication to ensure satisfaction and resolve issues promptly.
Support account management by tracking contract renewals and client feedback.
Sales Communication & Retention
Collaborate with the sales team to prepare proposals, quotes, and follow-up communications.
Support client retention initiatives by building long-term relationships and ensuring consistent service quality.
Identify upselling or cross-selling opportunities in coordination with the sales team.
Reporting & Coordination
Prepare periodic reports on sales activities, invoicing, and client accounts.
Provide administrative and operational support to management.
Ensure compliance with company policies and procedures in all account-related activities.
Qualifications & Skills:
Bachelor’s degree in Accounting, Business Administration, or a related field.
2+ years of experience in bookkeeping, account management, or back-office operations.
Proficiency in MS Office and accounting software (e.g., QuickBooks, Xero, or ERP systems).
Strong communication and interpersonal skills.
Excellent organizational skills with attention to detail.
Ability to multitask and work in a fast-paced environment.
Customer service mindset and problem-solving attitude.
Preferred Skills (Optional):
Experience in client onboarding and CRM systems.
Knowledge of sales support and retention strategies.
Familiarity with financial reporting tools and automation platforms.
