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.

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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

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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