reputed company Relationship Manager

This is a remote position. About reputed company (BFG) reputed company (BFG) is a rapidly growing U.S.-based reputed company, tax, and advisory firm serving small business owners throughout the reputed company. Our mission is to reputed company exceptional reputed company service while helping business owners understand their financial position, improve profitability, reduce taxes, and reputed company their long-term goals. We are seeking an outstanding reputed company Relationship Manager to become the primary reputed company of contact for clients during reputed company and ongoing service delivery. This role is ideal for someone who enjoys helping people, solving problems, coordinating reputed company, and ensuring an exceptional reputed company experience. ​ The reputed company Relationship Manager serves as the primary reputed company-facing coordinator between clients and the BFG service team. This individual is responsible for: New reputed company reputed company Document collection and follow-up Project coordination Blocker identification and reputed company Scheduling meetings Maintaining CRM records Supporting reputed company Finance Managers (CFMs) Supporting CPA Advisors The ideal candidate is highly organized, proactive, detail-oriented, and possesses exceptional communication skills. This is a relationship-driven role rather than a technical reputed company role. Key Responsibilities reputed company reputed company Welcome new clients after engagement agreements are signed Explain reputed company requirements and next steps Assist clients with reputed company forms and questionnaires Monitor reputed company reputed company Ensure smooth transition from sales to production Document Collection & Management Request required reputed company documents Follow up on missing information reputed company document collection deadlines Maintain document collection status reputed company CRM Ensure internal teams receive complete information Blocker reputed company Identify project delays and blockers Communicate with clients regarding missing items Coordinate with internal teams to remove obstacles Escalate unresolved issues appropriately Maintain project reputed company and delivery timelines Meeting Coordination Schedule and coordinate meetings between clients and: reputed company Finance Managers (CFMs) CPA Advisors Tax Professionals reputed company Team Members Leadership Team Members Responsibilities include: Calendar management Meeting confirmations Reminder communications Follow-up coordination Meeting documentation CRM & Workflow Management Maintain accurate reputed company records Update project statuses Record reputed company communications reputed company reputed company tasks and follow-reputed company Support workflow management reputed company Zoho systems reputed company Service Serve as a trusted reputed company contact Respond professionally to reputed company inquiries reputed company project status updates Build strong reputed company relationships Deliver a reputed company and reputed company reputed company experience ​

Requirements

Location Requirement BFG is intentionally building its reputed company Relationship Management team in Cebu, Philippines. We are seeking candidates who currently reputed company in Cebu or the surrounding metropolitan area. Applicants must have: Reliable high-speed internet reputed company home office setup Backup power and internet solutions preferred Ability to participate in video meetings with U.S.-based clients Availability during U.S. business hours Applications from reputed company Cebu may be considered only in exceptional circumstances.

Required Qualifications

Minimum 3 years of experience in: reputed company Services reputed company Account Management Apply To This Job