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Full-time
Posted 22d ago
~40 hrs/week
Responsibilities
The role focuses on enabling the project cycle by managing setup in the PSA system and coordinating cross-functional inputs. It also involves overseeing billing milestones, project closure compliance, and account off-boarding processes.
Requirements
The candidate must be able to review complex Statements of Work and manage administrative project hygiene. Proficiency in CRM/PSA tools and the ability to balance multiple simultaneous assignments are required.
Full job description
We’re an award-winning global outsourcer providing contact center and back office services on behalf of our global clients. Come work at a place where innovation and teamwork come together to support the most exciting missions in the world!
Responsibilities: · Enablement activities to support various stages of the project cycle including initial project setup in the Professional Services Automation (PSA) system (Salesforce CRM App), collecting missing project artifacts, tracking and stewarding closures as well as conducting final audit of all closure-related materials. · Project Setup & Coordination · Partners with Sales Executives, Sales Operations, Legal, Account Executives, Finance, and Customer Success Managers to collect, validate, and organize all required project documentation, details and artifacts. · Coordinates cross-functional inputs to ensure projects are accurately set up and ready for delivery team assignment. · Reviews complex Statements of Work (SOWs), confirming fees, hours, and billing types, and entering relevant information into the Professional Services Automation (PSA) system. Ensures all required artifacts are complete (e.g., contracts, estimators, sales-to-service documentation), addresses missing or incorrect records, and tracks outstanding items. · Finance and Invoicing Stewardship · Creates and tracks billing milestones to ensure accurate and timely invoicing. · May assist with billing-related communications between the project owner and the Finance team. · Project Change Order (PCO) Stewardship · Ensures completeness and accuracy of all PCO related artifacts within the PSA · Closure Compliance & Project Hygiene · Tracks post-completion requirements, verifies project health and documentation, and ensures all administrative and system closeout steps are completed accurately and on time. · Track stabilization periods after completion notices are issued to ensure timely project closeout. Ensure closure notices are uploaded and documented on project records · Monitor outstanding billing milestones and follow up as needed · Deactivate time entry for closed projects in accordance with policy · Account Off-Boarding · Manages the off-boarding process in collaboration with Sales Operations. · Acts as a point of coordination across internal teams, including Customer Success, Support, and Project Management, to ensure work is completed allowing projects and support cases to be closed.
· Identify process issues and recommend solutions with corresponding communication plans. · Participate in training team members as needed · Balance multiple assignments simultaneously · Support CRM/PSA initiatives · Perform other job-related duties as assigned
Join the A-Team and experience the A-Life!
Related keywords
Professional Services AutomationPSASalesforce CRMStatement of WorkSOWProject Change OrderPCOBilling MilestonesProject HygieneAccount Off-boardingContact CenterBack Office ServicesProject LifecycleAuditCRM Initiatives
Acquire Intelligence helps companies grow faster and operate smarter through intelligent outsourcing and AI consulting.
We deliver innovative, data driven services across back office, contact center, customer experience, and digital operations. Our global outsourcing solutions include Remote Teams, Co-sourcing, and comprehensive managed services across both onshore and offshore delivery. Each solution is designed to deliver real outcomes and lasting impact.
We take an entrepreneurial approach. Fast moving, accountable, and focused on results using our proven framework of Automate. Eliminate. Reallocate.
We identify opportunities to automate with intent, remove inefficiencies, and shift work to where it creates the most value.
With teams in Australia, the United States, the Philippines, and the Dominican Republic, we bring global reach with hands on execution. And while we lead with technology, people remain at the heart of everything we do.
Founded in 2006, we are Safe, Flexible and Innovative. This is how Acquire Intelligence transforms businesses with intelligent solutions.
www.acquire.ai
Offices: Level 15, 10 Queens Road, Melbourne, VIC 3004, AU · Level 37 Robinsons Cyberscape Beta, Topaz & Ruby Rds., Ortigas Center, Pasig City, Metro Manila 1600, PH · Eastwood Avenue, Eastwood City Cyberpark, Level 6, 1800 Building, Bagumbayan, Quezon City, Metro Manila 1110, PH · Shaw Boulevard, LG-C Left Wing Lower Ground Floor Worldwide Corporate Center, Mandaluyong City, Metro Manila 1552, PH · Av. Winston Churchill No. 1001, Torre Acrópolis, piso 19, R.D., Santo Domingo, RNC: 131-29105-8, DO
SalesTechnical SupportCustomer ServiceCall CenterCollections and ForbearanceAccountingMarketing Servicesand Back OfficeInformation TechnologySoftware
How many Consulting jobs are open in Pasig, Philippines right now?
There are currently 230 open consulting positions in Pasig, Philippines listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Consulting roles in Pasig, Philippines?
Companies currently hiring include IQ-EQ, WSP, SYSTRA, Acquire Intelligence, NIQ for Digital Commerce, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Consulting jobs in Pasig, Philippines?
Yes — 111 of the 230 open consulting positions offer remote or hybrid work (9 remote, 102 hybrid).
How do I apply for Consulting jobs in Pasig, Philippines?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.