Client Account Manager at Anavah Talent

Perímetro Urbano Medellín, Antioquia, Colombia -

Full Time

Start Date

Immediate

Expiry Date

16 Apr, 26

Salary

1200.0

Posted On

16 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Detail-Oriented, Client-Focused, Communication, Task Management, Process Improvement, Google Sheets, Excel, Slack, AI Tools, Ticketing Systems, Accounting, Finance, Customer Support, Organizational Skills, Self-Starter, Proactive

Industry

Staffing and Recruiting

Description

Client Account Manager Engagement: Independent Contractor, Direct Hire (Fully remote) Schedule: U.S. Business Hours (synchronous) Salary: $1200 (Negotiable based on experience) ABOUT THE ROLE A fast-growing U.S.-based tech-enabled tax accounting firm is seeking a Client Account Manager to support internal account management and client delivery operations. You’ll help the client service and tax teams move faster—assembling tax packets, managing onboarding, and triaging client requests via email/Slack. This is a full-time remote role (40+ hours) with competitive pay and strong growth opportunities in a VC-backed, rapidly scaling company. ABOUT YOU Detail-oriented and client-focused, you thrive in high-growth, ambiguous environments. You balance empathy with precision, communicate clearly, manage multiple tasks, and build checklists and systems that increase team efficiency. You’re willing to dig into client work while improving processes at scale. RESPONSIBILITIES Client Delivery Operations Assemble and upload finalized tax packets, cover letters, and compliance documents Track submissions, maintain organized deliverables, and follow QA steps Support entity workflows (state registrations/dissolutions) Client Service Operations Request client documents and triage questions to the right team Coordinate onboarding steps, meetings, and follow-ups Process Improvement Create templates, checklists, and documentation Identify workflow bottlenecks and suggest improvements Support ticketing/customer support tools and work with engineering to enhance client systems 3–5 years in CX, operations, account management, or white-glove customer support (U.S. clients/startups preferred) 1+ year in accounting, finance, banking, or tax prep (or supporting these industries) Strong English proficiency (C2+), excellent writing Self-starter, process-oriented, detail-focused, and highly organized Comfortable with ambiguity, independent, proactive Proficient in Google Sheets/Excel, Slack, task boards, AI tools; experience with ticketing systems (Pylon preferred) Bachelor’s degree (preferably with honors) Preferred U.S. startup experience Accounting, CPA, bookkeeping, or tax prep background Track record of exceeding CSAT, SLA, or QA targets Work From Home Training & Development

Responsibilities

The Client Account Manager will support internal account management and client delivery operations by assembling tax packets and managing onboarding. They will also triage client requests and improve processes to enhance team efficiency.