Customer Relationship Executive

What We're Looking For:
You’ll thrive in this role if you are:

• Approachable and patient: You truly enjoy supporting others and creating a positive experience.

• Well-organized and detail-focused: Accuracy matters to you—especially when working with numbers and records.

• An effective communicator: You can clearly explain ideas, whether in writing or over the phone.

• Eager to learn: You’re open to learning new tools and practices, from accounting software to customer service techniques.

Prior experience in a similar position is a bonus, but not essential. What matters most is your attitude and your willingness to grow with us!

Role Overview & Context:
We are looking for a Customer Relationship Executive to serve as the key link between our clients and the company. This role focuses on two main areas: supporting clients with their daily needs and performing essential accounting duties to help keep operations running smoothly.

Key Responsibilities:

Client Relations:

• Act as the main point of contact for clients, addressing inquiries and ensuring a positive experience.

• Support new client onboarding and keep client records current.

• Identify and recommend additional products or services that could benefit clients.

Basic Accounting:

• Prepare and send invoices, ensuring payments are received on time.

• Follow up courteously on overdue accounts.

• Assist with monthly financial reporting and maintain accurate financial records.

• Carry out other routine accounting tasks as needed.