About the role
Manages a dedicated portfolio of clients through the company's proprietary client portal (self-service dashboard: invoicing and payment tracking, document exchange, task/deadline statuses, support tickets, accounting dashboard maintenance). The Manager is the company's main "operator" of the portal — ensuring the client always sees an up-to-date picture and gets answers without unnecessary calls or emails.
Responsibilities
- Client onboarding: setting up the personal account, explaining functionality, initial data upload, answering questions
- Handling client tickets/requests in the portal: responding, routing complex issues, and passing them to the Accounting department
- Managing the document exchange section: requesting missing documents from the client, uploading/publishing finished documents and reports
- Keeping task and deadline statuses in the client's dashboard up to date (VAT filings, renewals, intermediate milestones)
- Checking the accuracy of data on the client's dashboard (reporting/accounting metrics)
- Proactively informing clients about upcoming deadlines, payments, required actions, and changes in requirements
- Collecting client feedback
- Coordinating with the Accounting department on tasks arising from client tickets/requests
Requirements
- Experience in client service/account management, ideally in services for small businesses
- Experience working with ticketing systems or client portals (support/CRM platforms)
- Attention to detail and discipline with deadlines and data
- Strong written and spoken communication skills, confident English
- Willingness to quickly get up to speed on a new internal product (the portal is under active development)
What we offer
- Clear regulation for interaction with the Accounting Department (established process for task handoff and escalation)
- Ability to influence product development — manager's feedback is factored into improvements
- A stable client portfolio with no sales-plan pressure
- Transparent KPI tied to the financial performance of the client portfolio
Pay: Rs50,000.00 - Rs90,000.00 per month
Experience:
- client work: 1 year (Required)
- CRM system : 1 year (Required)
Language:
Work Location: Remote