Client Services Rep 1 (FCR Planner) - Speaker Bureau

About the role

The Manila Speaker Bureau team plans and manages highly compliant meetings and events for Life Sciences organizations, combining industry expertise, compliance technology and a scalable approach. The Financial Close & Review Planner is accountable for auditing and reviewing actual financials after each meeting, with a strong focus on accurate government-required Transfer of Value reporting.

Key responsibilities

• Work as part of the client Core Team of meeting planners, logistics planner and speaker bureau planners.
• Check that planning complies with the client's business rules and budget.
• Verify management fees, speaker travel expenses and honoraria against itineraries and approved costs.
• Plot venue and caterer charges to the approved calculator and move charges to the right budget categories.
• Resolve attendance discrepancies and reconcile expenses across EFX and Centris systems, documenting approved exemptions.
• Ensure receipts and other documents are uploaded and communicate with planners, vendors and stakeholders on time.
• Escalate items that could affect meeting compliance and comply with timekeeping standards in Sprout and PSA.

Required profile

• Bachelor's degree required.
• 2+ years of customer service or equivalent experience; previous experience serving US clients, preferably in a phone-based customer service role, is required.
• Preferred: audit experience, pharma industry experience, familiarity with US cultural norms, and ability to work US business hours including peak season.
• Able to report onsite frequently and to work remotely with dual monitors and reliable internet.

Required skills

• Microsoft Office (Word, Excel, PowerPoint, Teams, Outlook).
• Preferred: SharePoint, Salesforce, Smartsheet, Twilio, CRM software and financial calculation skills.