Project and Account Manager

Position Type: Full Time

Location: Philippines (Remote)

Schedule: Monday - Friday, 8am-5pm PST

About the Company

Our client is a fast-growing, highly technical CFO and controllership services firm serving the trades industry. With a strong remote team in the Philippines and US, they deliver deeply embedded, practitioner-style advisory services for their clients. For a few specialized roles;, they place global talent directly with their clients. As they scale, their focus is on preserving their unique culture, fostering human capital, and leveraging AI-driven systems to enhance their service.

About the Role

The Project Manager ensures timely and high-quality execution of client deliverables, coordinating teams and projects across US and Philippine staff. This role emphasizes operational rigor, tracking, and accountability, enabling the firm to scale while maintaining high service standards.

Responsibilities

• Manage client engagements and internal projects from initiation to delivery, ensuring timelines, quality, and scope adherence.
• Serve as the primary point of contact for operational execution and practitioner-level deliverables.
• Coordinate cross-functional teams, including US and Philippine staff, to execute accounting, CFO, and technical implementations.
• Track and manage workflows, tasks, and dependencies using ClickUp or equivalent tools.
• Assist with onboarding new clients and team members, ensuring smooth integration into systems and processes.
• Collaborate closely with senior leaders to ensure alignment between project execution and operational priorities.
• Provide status updates, identify risks, and recommend solutions to maintain client satisfaction and internal efficiency.

Competencies and Qualifications

• Proven project management experience, ideally in accounting, finance, or technical services.
• Strong organizational and problem-solving skills; ability to manage multiple concurrent projects.
• AI and efficiency disposition - embracing tools for process improvement
• Experience managing remote or distributed teams across multiple time zones.
• Familiarity with ClickUp or other task/project management tools.
• Ability to communicate clearly with technical and non-technical stakeholders.
• Accounting background preferred but not required; strong operational aptitude essential.
• Collaborative mindset with a focus on execution and supporting team success.

What We Offer

• 100% Remote Work
• 13th Month Pay
• Healthcare (HMO)
• Paid SSS and PhilHealth
• Paid Holidays and PTO Accrual

Application Process

We understand that searching for a new job can be challenging, and we're here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.

Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we'll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us.

#LI-RM1