CAS

Customer Success Associate - Philippines, Latin America

Philippines

Role brief

What this role is asking for.

Locations: Philippines, Latin America (100% Remote) Employment Type: Full-time (exclusive commitment) Compensation: $1,500-$1,600 (commensurate with experience, scope & location) ABOUT THE JOB We are seeking a detail-oriented, empathetic, and customer-focused Customer Success Associate to support small and medium-sized US businesses through high-quality bookkeeping and proactive client care. This role blends technical bookkeeping expertise with strong customer communication. You will manage a portfolio of clients, maintain accurate financial records using cash-based accounting, and serve as a trusted point of contact for business owners. Youโ€™ll grow your range quickly by supporting a portfolio of 60โ€“80+ small business clients across industries and tools, with structured playbooks and close coaching to help you succeed. This is a full-time role (40 hours per week, Mondayโ€“Friday) aligned with North American business hours, with flexibility between PST and EST schedules. ABOUT THE ROLE You will own end-to-end bookkeeping for an assigned portfolio while delivering a proactive, high-touch client experience. This is not a passive bookkeeping position. Success in this role requires: - Consistent client follow-up - Clear and empathetic communication - Ownership of deliverables - Proactive problem-solving - Collaboration with internal teams to improve systems and processes You will be...

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