Client Relationship Manager

This is a remote position.

About Business Financial Group (BFG)  

Business Financial Group (BFG) is a rapidly growing U.S.-based accounting, tax, and advisory firm serving small business owners throughout the United States.

Our mission is to provide exceptional client service while helping business owners understand their financial position, improve profitability, reduce taxes, and achieve their long-term goals.

We are seeking an outstanding Client Relationship Manager to become the primary point of contact for clients during onboarding and ongoing service delivery.

This role is ideal for someone who enjoys helping people, solving problems, coordinating projects, and ensuring an exceptional client experience.

The Client Relationship Manager serves as the primary client-facing coordinator between clients and the BFG service team.

This individual is responsible for:

• New client onboarding
  

• Document collection and follow-up
  

• Project coordination
  

• Blocker identification and resolution
  

• Scheduling meetings
  

• Maintaining CRM records
  

• Supporting Client 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 accounting role.

Key Responsibilities  

Client Onboarding  

• Welcome new clients after engagement agreements are signed
  

• Explain onboarding requirements and next steps
  

• Assist clients with onboarding forms and questionnaires
  

• Monitor onboarding progress
  

• Ensure smooth transition from sales to production
  

Document Collection & Management  

• Request required client documents
  

• Follow up on missing information
  

• Track document collection deadlines
  

• Maintain document collection status within CRM
  

• Ensure internal teams receive complete information
  

Blocker Resolution  

• Identify project delays and blockers
  

• Communicate with clients regarding missing items
  

• Coordinate with internal teams to remove obstacles
  

• Escalate unresolved issues appropriately
  

• Maintain project momentum and delivery timelines
  

Meeting Coordination  

Schedule and coordinate meetings between clients and:

• Client Finance Managers (CFMs)
  

• CPA Advisors
  

• Tax Professionals
  

• Accounting Team Members
  

• Leadership Team Members
  

Responsibilities include:

• Calendar management
  

• Meeting confirmations
  

• Reminder communications
  

• Follow-up coordination
  

• Meeting documentation
  

CRM & Workflow Management  

• Maintain accurate client records
  

• Update project statuses
  

• Record client communications
  

• Track open tasks and follow-ups
  

• Support workflow management within Zoho systems
  

Client Service  

• Serve as a trusted client contact
  

• Respond professionally to client inquiries
  

• Provide project status updates
  

• Build strong client relationships
  

• Deliver a positive and professional client experience
  

Requirements

Location Requirement  

BFG is intentionally building its Client Relationship Management team in Cebu, Philippines.

We are seeking candidates who currently reside in Cebu or the surrounding metropolitan area.

Applicants must have:

• Reliable high-speed internet
  

• Professional 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 outside Cebu may be considered only in exceptional circumstances.

Required Qualifications  

• Minimum 3 years of experience in:
  

• Client Services
  

• Customer Success
  

• Account Management