Client Relations & Account Manager Virtual Assistant
Financial Services | SaaS | Logistics | 15+ Years Experience
Profile Overview
Hi, I’m Jeanit.
I help businesses protect client relationships, handle customer communication, and keep accounts organized so clients feel supported, informed, and confident in the service they receive.
With over 15 years of experience in client relations and account management, I’ve worked in financial services, SaaS, and and logistics environments, supporting high-value accounts and acting as the primary point of contact between clients and internal teams. I’ve owned escalations, resolved billing and service issues, and handled sensitive concerns while maintaining trust and professionalism.
I specialize in long-term, relationship-based support. I’m not a task-based VA. My strength is owning client communication end to end, keeping accounts on track, and making sure nothing falls through the cracks as businesses grow.
Impact Snapshot
Supported high-value client accounts across financial services, SaaS, and logistics
Owned escalations, disputes, and sensitive concerns through resolution
Improved clarity and response times in client communication
Helped businesses retain clients through consistent follow-ups and proactive updates
Problems I Help Solve
Clients feeling frustrated due to slow or unclear communication
Accounts falling through the cracks as teams scale
Escalations that require calm, professional handling
Billing, subscription, and payment issues affecting retention
Disorganized CRM records and incomplete client documentation
Missed follow-ups and lack of visibility for internal teams
What This Looks Like in Practice
Acting as the main point of contact so clients aren’t passed between teams
Handling sensitive client concerns while keeping leadership informed
Coordinating with sales, operations, and support to resolve issues efficiently
Maintaining accurate CRM data for clear account visibility
Best Fit For
Client Relations and Customer Support
Account Management and Client Retention
Customer Support for Financial Services, SaaS, and Logistics
Long-term, relationship-based support roles
Why Clients Work With Me
15+ years of hands-on client relations and account management experience
Strong background in high-pressure and regulated environments
Calm, professional, and clear communication style
Highly organized with strong attention to detail
Trusted to handle confidential and sensitive information
Tech-savvy, adaptable, and quick to learn new systems
Reliable, responsive, and easy to work with
Tools & Platforms
Communication & Meetings: Slack, Zoom, Google Meet
Customer Support & Messaging: Intercom
Customer Calls & VoIP: RingCentral, Bria
CRM & Data Management: HubSpot, Airtable
Payments & Billing Support: Stripe
Documentation & Knowledge Base: Google Docs, Sheets, Drive, GitBook
Visuals & Walkthroughs: Canva, Loom<8efe80624d780eba0c6493ec45140364>Email & Calendar: Gmail, Outlook, Google Calendar
Availability & Rates
Available to start ASAP
Open to weekday and weekend work
Rates shown are PHP equivalents. Final rates discussed in USD based on scope and hours
Rates negotiable depending on responsibilities and workload
Jeanit M.
