Operations Executive - US Market

Operations Executive - US Market

We are a growing US-based Tax and Accounting firm looking for a detail-oriented, highly organized Operations Executive based in the Philippines.

Job Title: Operations Executive (US Markets) - Remote
Salary: $400 - $700 (USD) per month (Freshers Welcome to Apply)
Job Type: Full-Time (48 hours/week)
Shift: US (PST - 9 am to 6 pm)

What You’ll Do

1. Client Onboarding: Welcome new clients and lead them through our onboarding pipeline, ensuring all necessary documentation and system accesses are set up correctly.
2. Internal & External Liaison: Act as the primary bridge between our internal tax/accounting teams and our clients, facilitating seamless collaboration.
3. Query Management: Efficiently pass information and specific queries from the accounting team to clients, following up proactively to gather missing financial documents or clarifications.
4. Client Care & Communication: Manage daily client requirements and handle professional email/chat communications to keep clients updated on their account status.
5. Workflow Coordination: Monitor project management boards to ensure client tasks are moving forward smoothly and internal deadlines are met.

Who We Are Looking For

1. Experience: Freshers Welcome to Apply (Any background in operations, customer support, or virtual assistance is a plus).
2. Market Familiarity: Experience working with clients in the US, Australia, or the UK is preferred. You must understand Western professional expectations and business etiquette.
3. Communication: Exceptional verbal and written English. You will be writing daily emails to US clients, so clarity and professionalism are non-negotiable.
4. Tech Savvy: Proficiency in project management software (Asana, ClickUp, or Trello) and communication tools (Slack, Zoom, HubSpot/CRM tools) is highly desirable.
5. Organizational Skills: A sharp eye for detail and the ability to multitask without letting deadlines slip through the cracks.
6. Reliability: A stable internet connection and a quiet home office setup.

How to Apply

1. Please send your application with the subject line: "Operations Rockstar - [Your Name]".
2. Attach your updated resume.
3. Include a brief 1-2 minute video introduction (Loom preferred), introducing yourself and explaining why you excel at keeping tasks organized and coordinating with others.