Client Executive Admin (Homebased)

About Us:

Outsourced.ph is a leading ISO-certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and supportive work environment where all staff can thrive. As an Outsourced staff member, you will enjoy a fun and friendly working environment, competitive salaries, opportunities for growth and development, work-life balance, and the chance to share your passion with a team of over 1,000 talented professionals.

We are seeking a Client Executive Admin to own and manage the end-to-end client execution process—from prequalification through onboarding, application submission, reporting, and ongoing client management. This role is central to delivering a seamless client experience and ensuring operational success. You will collaborate closely with leadership, internal teams, and external partners to keep clients moving through the process smoothly, accurately, and efficiently. If you are highly organized, process-oriented, and take pride in precision, accountability, and follow-through, this role is built for you.

What You'll Be Responsible For

Client Intake & Pre-Qualification

• Pre-qualify prospective clients to ensure alignment with eligibility criteria and internal standards
• Verify completeness and accuracy of initial client information prior to onboarding

Client Onboarding & Application Management

• Manage the end-to-end client onboarding process
• Enter and maintain accurate client application data within internal systems
• Collect, review, and verify required client documentation
• Prepare and submit applications on behalf of clients

Client Management & Execution Support

• Track and manage application outcomes and funding decisions
• Maintain proactive, professional client communication and status updates
• Serve as the primary point of coordination between clients and internal teams
• Ensure all client records remain current, compliant, and well-organized

Billing, Reporting & Portal Management

• Prepare and issue client invoices aligned with milestones
• Update and maintain client portal with application status, documentation, and results
• Maintain internal reporting requirements, ensuring accurate, timely, and consistent data

Reporting & Presentation Support

• Prepare client-facing and internal presentations
• Support leadership with reporting, documentation, and operational visibility as needed

What Success Looks Like

• Clients experience a smooth, professional, and well-communicated process
• Applications are accurate, complete, and submitted on time
• Internal data and reporting are reliable and audit-ready
• Leadership has clear visibility into pipeline status and outcomes
• Operations scale efficiently without chaos or rework

What We're Looking For

• 3+ years of experience in client operations, client management, onboarding, or process-driven roles
• Strong attention to detail and ability to manage multiple clients simultaneously
• Experience with applications, documentation, and structured workflows
• Clear, professional written and verbal communication skills
• High ownership mentality with responsibility for accuracy and outcomes
• Comfortable working in fast-paced, growth-oriented environments

Nice to Have

• Experience in financial services, lending, or professional services
• Familiarity with CRMs, client portals, and internal reporting systems including Microsoft Office
• Experience preparing client or executive-level presentations

Why This Role Matters

This is not a support role—it is an execution role. The Client Executive Admin is a trusted operator responsible for protecting the client experience, maintaining operational integrity, and enabling the company's ability to scale. You will have real ownership, responsibility, and impact.

Work Schedule:

• 12:00 AM - 9:00 AM Manila Time (Monday - Friday)

Work Location:

• Work From Home
• Should have a strong internet connection (minimum of 50 MBPS)
• Should have own laptop/pc (minimum of i5 8GB)

Note: As part of our recruitment process, we conduct a background check on all hired candidates. Please ensure that all required documents are prepared and submitted promptly.

By clicking on the I'm Interested button, I hereby allow Outsourced Quality Assured Services, Inc. (Outsourced) to store and collect my personal information for the purposes of employment application. As such, I agree and authorize Outsourced to collect, store, or continue to use my personal information for the above-stated purpose, and to retain my personal information for a period of 1 year, and for these purposes only.