Job Openings Client Account Admin

About the job Client Account Admin

Work Schedule: Monday Friday, Pacific Time

Work Arrangement: Fully Remote (Work From Home)

Salary: Php 55,000 - Php 65,000

Employer: An MSP company located in Las Vegas, Nevada

Job Overview

We are seeking a highly organized and detail-oriented Client Account Admin to support our Director of Strategic Accounts and help streamline sales, procurement, and client coordination activities. The ideal candidate has strong administrative experience, excellent communication skills, and the ability to manage multiple priorities in a fast-paced, client-focused environment.

Key Responsibilities

1. Inbox & Client Triage

  • Manage and filter incoming emails to identify priorities and required actions.
  • Pull client-specific administrative details to support the Director of Strategic Accounts.

2. Meeting Preparation & Follow-Up

  • Gather, consolidate, and extract data and reports from Halo, Membrain, vendors, and internal systems.
  • Attend client and internal meetings to take clear and accurate notes.
  • Capture decisions, assign to-dos, designate owners and due dates, and track completion of follow-up tasks.

3. Quoting & Procurement Coordination

  • Build accurate quotes for quick-order devices based on approved device lists per client.
  • Coordinate quote approvals as needed.
  • Create procurement Parent tickets with three Child tickets for invoicing, ordering, and technician work.
  • Maintain proper ticket linkage, documentation, and status updates.

4. Delivery & Logistics Coordination

  • Track device shipments and deliveries.
  • Notify technicians and other stakeholders upon arrival.
  • Communicate delivery status and next steps to clients, vendors, and internal teams.

5. Ticket Monitoring & Intake

  • Observe Halo tickets and client emails for questions or support needs.
  • Facilitate timely responses and updates in coordination with the Director of Strategic Accounts.
  • Convert client requests into well-scoped tickets with clear descriptions, SLAs, ownership, and next steps.

6. CRM Management (Membrain)

  • Keep CRM records updated, including client information, notes, contacts, opportunities, and meeting outcomes.
  • Ensure accurate documentation of all client-related activities.

7. Sales & Marketing Support

  • Assist in sales and marketing initiatives such as follow-ups, outreach, coordination, and administrative support.
  • Support activities related to new and existing client engagements.

Qualifications

  • Proven experience in administrative, sales operations, or client support roles.
  • Strong organizational and time-management skills with the ability to prioritize effectively.
  • Excellent written and verbal communication skills.
  • High attention to detail and accuracy in documentation, quoting, and data entry.
  • Experience with CRM systems (Membrain preferred) and PSA/ticketing tools (Halo or similar).
  • Ability to take structured notes and convert meeting details into action items.
  • Familiarity with procurement workflows, logistics tracking, and vendor coordination is an advantage.
  • Proficient in using email, spreadsheets, and various online platforms/tools.
  • Self-driven, proactive, and able to work with minimal supervision.