Account Manager; Remote

Summary:

This is a case management focused administrative role. You will serve as the organizational backbone of the client experience - managing documentation, maintaining case accuracy, communicating with clients, and ensuring nothing falls through the cracks.

This is not an entry‑level position. We are looking for someone with a proven track record of administrative excellence who is ready to contribute from day one and grow with us long term.

You must read posting thoroughly.

• Serve as the primary point of contact for assigned clients, building strong, professional relationships through proactive communication.
• Communicate with clients via phone, email, and text to answer questions, gather documentation, provide updates, and schedule meetings.
• Maintain a supportive and empathetic presence while assisting clients through complex or stressful situations.

• Manage client case files with precision, ensuring all documentation is complete, accurate, and up to date.
• Track project milestones, deadlines, and outstanding action items to keep client engagements moving forward.
• Review documentation for completeness and follow up on missing information as needed.

• Coordinate with internal team members to ensure client work progresses efficiently and deadlines are met.
• Communicate updates, priorities, and outstanding items across departments to maintain seamless service delivery.
• Escalate concerns or roadblocks when appropriate while helping facilitate timely resolutions.

• Maintain organized digital records, client files, and supporting documentation.
• Handle administrative responsibilities, including filing, scheduling, document preparation, and project coordination.
• Ensure client information is maintained accurately across internal systems.

• Identify potential issues early and resolve them independently using sound judgment.
• Monitor client progress to proactively address obstacles before they impact timelines or service quality.
• Maintain accuracy and attention to detail while ensuring company policies and standards are followed.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 3+ years of administrative experience in a professional environment.
• 3+ years of customer facing or client service experience.
• Demonstrated remote work experience with a reliable, distraction-free home workspace
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office or Google Workspace.
• Ability to maintain confidentiality and handle sensitive financial information professionally.

• Strong critical thinking and independent problem solving skills.
• Exceptional attention to detail - you catch what others miss.
• Ability to learn CRM platforms.
• Professional written and verbal communication skills.

This is a remote position performed from a dedicated home office.
Must reside in the United States.

• A reliable computer capable of running Microsoft 365 and other required business applications.
• High-speed internet with dependable video conferencing and telephone capabilities.
• A quiet, private workspace free from regular distractions.
• Availability and responsiveness during normal business hours in the Central Time Zone, including participation in virtual meetings and timely communication with clients and…