Senior Account Manager
Abbott
Job Level
Mid-LevelSenior
About the role
- Teamified works with enterprises to build remote teams in India, Philippines and Sri Lanka, supporting 20+ partners
- Client provides specialist valuation support for financial reporting, tax compliance, and commercial decision-making
- Virtual Assistant role to enhance operational efficiency of a specialist valuation practice, supporting project delivery, client management, and administrative workflows
- Coordinate calendars, set up remote meetings, manage reminders, and facilitate follow-ups
- Prepare and maintain standardized valuation report templates, draft initial sections, format documents, and compile financial modeling data
- Monitor and triage client and prospect inquiries, draft standard responses, flag urgent items, and escalate as needed
- Assist in gathering supporting materials for valuations: company financials, market benchmarks, comparables, and industry reports
- Manage travel bookings, invoicing, expense logs, CRM updates, and document filing
Requirements
- 3-5 years supporting consultants, analysts, or project teams in a professional services or finance-adjacent environment
- Highly proficient in MS Office (Excel, Word, PowerPoint); comfortable with CRM tools, virtual meeting platforms, and handling basic spreadsheet inputs
- Strong written English capable of drafting clear, professional correspondence and basic report content
- Exceptional organizational skills: multitasking, setting reminders, managing deadlines, and following up without oversight
- High attention to detail in data entries and document formatting; ability to critically check for consistency in reports
- Remote-readiness: dependable internet connection, structured workspace, proactive work habits, and ability to work autonomously
