Client Account Manager

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Anavah Talent

WebsiteLinkedInAll Job Openings

51 - 200 employees

🎯 Recruiter

🤝 B2B

👥 HR Tech

Recruitment • B2B • HR Tech

Anavah Talent is a top headhunter specializing in connecting businesses with overseas talent at significantly reduced costs. They focus on placing both generalist and specialized roles, leveraging deep expertise and a vast network in the Philippines to find exceptional candidates. Anavah Talent offers a detailed consultative process, ensuring clients receive the best-fit candidates while providing a 90-day guarantee on their placements.

📋 Description

• 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) • Request client documents and triage questions to the right team • Coordinate onboarding steps, meetings, and follow-ups • Create templates, checklists, and documentation • Identify workflow bottlenecks and suggest improvements • Support ticketing/customer support tools and work with engineering to enhance client systems

🎯 Requirements

• 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

🏖️ Benefits

• Work From Home • Training & Development