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
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