Connectly

Operations Associate -Part Time (US Accounting Firm, WFH)

Philippines

₱300 – ₱400Compensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Accounting, Financial Services, Professional ServicesIndustries

Position Overview

  • Location Type: Remote
  • Job Type: Part-Time
  • Salary: PHP 300 - PHP 400
  • Schedule: 9:00 PM - 6:00 AM PHT (4 hours a day; anytime between client hours)

ConnectOS is a certified Great Place to Work and a top-rated Philippines employer of choice. Our client is a professional services firm offering accounting, tax, and advisory services.

Requirements

  • Strong command of written and spoken English.
  • Highly organized, detail-oriented, and efficient.
  • Proactive and takes initiative without needing constant direction.
  • Dependable and responsive during agreed-upon working hours (U.S. time zone overlap required).
  • Comfortable using Google Workspace, Excel/Google Sheets, and project management tools.
  • Experience working remotely and handling sensitive data with discretion.
  • Comfortable on camera for team meetings.

Nice to Have

  • Experience with accounting firms or financial services.
  • Familiarity with any of the following tools: KarbonHQ, ShareFile, QuickBooks, Knuula, CCH.
  • Prior experience in client support or executive assistance.
  • AI familiarity (e.g., ChatGPT, Zapier).
  • Candidates with Executive Assistant background are encouraged to apply.

Responsibilities

  • Monitor multiple team email inboxes to ensure all incoming messages are read, tracked, and responded to promptly.
  • Flag urgent emails, organize follow-ups, and draft replies for team review when necessary.
  • Send client-facing emails and ensure clear, timely communication throughout the engagement process.
  • Track and follow up on open client items or pending tasks via email.
  • Prepare and update engagement letters using Knuula.
  • Maintain and organize master client lists, contact information, statuses, and folders across platforms.
  • Set up and manage folders in Google Drive, ShareFile, and other storage platforms.
  • Create, organize, and update client records in platforms such as KarbonHQ, QuickBooks, and CCH.
  • Assist in collecting, uploading, and organizing client documents during onboarding and throughout engagements.
  • Keep team workflows and tasks updated in KarbonHQ.
  • Assign or follow up on tasks as directed by leadership to ensure nothing falls through the cracks.
  • Maintain naming conventions and documentation standards across all platforms.
  • Help document standard operating procedures (SOPs) as tasks are completed.
  • Assist in research, data entry, or spreadsheet maintenance.
  • Support special projects as assigned.
  • General interest or familiarity with AI tools like ChatGPT, Zapier, or simple automation platforms is a plus, but not required.

Application Instructions

  • Interested candidates are encouraged to apply.

Company Information

  • Company: ConnectOS
  • Equal Employment Statement: Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status.
  • Data Confidentiality: ConnectOS ensures the full confidentiality of the data it processes.

Skills

English
Organization
Detail-Oriented
Proactive
Google Workspace
Excel
Google Sheets
Project Management
Remote Work
Data Discretion
Camera Presence
Client Support
Executive Assistance
AI Tools
Zapier
ShareFile
QuickBooks
Knuula
CCH

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.
Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.
Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.
The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.
Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.
The platform's AI-driven personalization boosts conversion rates and customer satisfaction.
Connectly.ai's multilingual support enhances global customer engagement and market reach.

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