CLIENT & PROJECT OPERATIONS COORDINATOR

WE’RE HIRING: CLIENT & PROJECT OPERATIONS COORDINATOR

Easy Books Consultancy OPC is looking for a highly organized, proactive, and accountable Client & Project Operations Coordinator to join our growing team.

This role is for someone who is naturally good at following through, keeping projects moving, coordinating people, and communicating with clients.

You will be responsible for making sure our client projects do not simply sit in Asana or in any of the monitoring documents— you will make sure they move forward until completion.

WHAT YOU’LL DO

Project Management & Monitoring

• Monitor all active client projects in Asana or other monitoring document
• Track deadlines, deliverables, assigned staff, and project status
• Identify projects that are delayed, blocked, or at risk
• Follow up with team members and ensure next actions are completed
• Escalate issues that require management attention
• Maintain accurate and updated project records

Client Communication

• Communicate with clients regarding project status and requirements
• Follow up on missing documents, approvals, and information
• Provide timely updates so clients know what is happening
• Coordinate client requests with the appropriate Easy Books team member
• Ensure client concerns are properly followed through to resolution

Proposal Preparation

• Prepare client proposals using Easy Books templates and pricing guidelines
• Gather information needed to prepare proposals
• Coordinate internally when additional information or pricing input is required
• Track proposals from preparation through client response

Operations Coordination

• Coordinate between clients and our bookkeeping/compliance team
• Make sure responsibilities and deadlines are clear
• Follow up on pending tasks without waiting to be told
• Help improve our project management and client communication systems

WHO WE’RE LOOKING FOR

You may be a good fit if you are:

• Highly organized and detail-oriented
• Proactive and naturally good at following up
• Comfortable managing multiple projects at the same time
• Assertive enough to follow up with both clients and team members
• A clear and professional communicator
• Good at prioritizing urgent versus routine work
• Comfortable using technology and learning new systems
• Reliable and accountable for results
• Able to work independently without constant supervision
• Calm and professional when dealing with delays or difficult situations

We are looking for someone who takes ownership.

If you see a project that is stuck, your response should not be:

"I'll wait for someone to tell me what to do."

It should be:

"What is blocking this, who needs to act, and what do I need to do to get it moving?"

QUALIFICATIONS

• Bachelor's degree preferred
• At least 2 years of experience in project coordination, operations, client servicing, account management, administrative operations, or a similar role
• Experience in an accounting, bookkeeping, consulting, or professional services environment is an advantage
• Strong written and verbal communication skills
• Comfortable using Asana, Google Workspace, Google Sheets, and similar productivity tools

THIS ROLE IS NOT FOR YOU IF:

• You need constant instructions before taking action
• You are uncomfortable following up with people
• You consider project monitoring simply as checking a task list
• You tend to say "I already sent a message" without ensuring the issue was actually resolved
• You struggle with deadlines and prioritization

SUCCESS IN THIS ROLE LOOKS LIKE:

At any given time, you should be able to answer:

What projects are active?
Which ones are delayed?
Why are they delayed?
Who needs to act?
What is the next action?
When will it be completed?
Does management need to intervene?

Our goal is simple:

Every project should either be moving forward or have a clearly identified reason, owner, and next action.

WHY JOIN EASY BOOKS?

At Easy Books, our mission is to make running a business easier for SME owners by keeping them informed and on track with compliance—with Easy Books taking care of what needs to be done.

You will play an important role in making that promise real for our clients.

HOW TO APPLY

Send the following thru email [email protected]:

1. Resume/CV
2. Answer to this question:

"Tell us about a time when you were responsible for making sure a project or task was completed even when other people were not following through."

Please include Client & Project Operations Coordinator | Family Name, First Name in the subject/message when applying.

Location: Basak, Mandaue City, Cebu
Company: Easy Books Consultancy OPC