BELAY - Corporate
Client Success Consultant - Financial Solutions
BELAY - Corporate, Atlanta, Georgia, United States, 30383
MUST RESIDE IN THE ATLANTA, GA AREA - Work at Home Opportunity
Client Success Consultant - Financial Solutions - Full‑time
BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Financial Specialists. We are a fast‑paced team of high performers that work extremely hard, but also know how to have a great time. Culture is a top priority and our values are lived out daily. What is a Client Success Consultant - Financial Solutions? Click here and enjoy! Below are the position requirements.
Job Purpose The Client Success Consultant (CSC) - Financial Solutions drives strong client relationships and sustained growth by managing and expanding accounting service engagements across BELAY. This role proactively identifies client needs, uncovers opportunities within existing partnerships, and ensures a seamless experience for both clients and contractors. By applying financial expertise and account management skills, the CSC - Accounting Services strengthens client satisfaction, extends engagement longevity, and contributes to revenue growth.
Duties and Responsibilities As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in‑person interactions. You are expected to exemplify our mission, vision, and core values daily, fostering a collaborative and positive team environment.
Client & Contractor Experience
Manage the end‑to‑end onboarding process for new clients, ensuring a smooth and efficient integration experience
Strategically pair contractors with clients to foster successful, long‑term working relationships
Act as a trusted advisor to both clients and contractors, providing ongoing support to cultivate strong, productive partnerships
Oversee a roster of clients with a focus on retention, account growth, and maximizing engagement duration
Proactively identify areas to expand services, leveraging your financial expertise and a growth‑oriented mindset
Offer clients clear, strategic guidance on accounting and bookkeeping practices to help them navigate financial challenges
Address and resolve client or contractor concerns, escalating matters when necessary to ensure timely solutions
Collaborate on contract updates, renewals, and terminations as needed to support evolving client needs
Effectively balance onboarding responsibilities with ongoing relationship management across your client portfolio
Deliver timely, professional communication and provide constructive feedback to contractors to ensure consistent, high‑quality service
Operational Responsibilities
Utilize tools such as GSuite, CRM systems, and other platforms to streamline workflows and maintain accurate, up‑to‑date documentation
Support clients and contractors in developing self‑sufficient, well‑structured engagements through resources, training, and coaching
Collaborate with leadership and cross‑functional teams to identify opportunities for improvement, drive process enhancements, and elevate the overall client experience
Stay proactive and innovative by leveraging technology to boost efficiency, collaboration, and service delivery
Qualifications This role requires a motivated and trustworthy self‑starter with strong communication and technological skills who thrives both independently and on a team. Our ideal corporate team member is flexible, creative, well‑organized, and ready to roll up their sleeves to get the job done!
Bachelor's degree in a related field or equivalent work experience
1–2 years of client relationship management or account management experience
Working knowledge of general ledger, accounts receivable/payable, bookkeeping, payroll, and financial reporting
Proven ability to build strong client relationships, communicate effectively, and manage engagements in a virtual environment
Proficiency with technology tools (GSuite, CRM platforms, and collaboration systems) and ability to learn new systems quickly
Strong analytical and problem‑solving skills with an aptitude for consultative selling and identifying growth opportunities
Working Conditions BELAY Corporate offers full‑time remote work, requiring a dedicated, distraction‑free home office for standard Monday‑Friday business hours, with occasional travel for some roles. As a full‑time/part‑time, exempt/non‑exempt W‑2 employee, you'll join a vibrant, award‑winning company culture where you're a valued, engaged team player in a thriving organization.
Physical Requirements This position does not have any physical requirements at this time.
Salary Range $60,000 base + bonus and commission
DISCLAIMER: We’ve recently seen job postings claiming to be from BELAY that aren’t affiliated with our company. Please be sure to only apply to our positions on https://belaysolutions.com/jobs/ and only reply to emails ending in @belaysolutions.com.
#J-18808-Ljbffr
BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Financial Specialists. We are a fast‑paced team of high performers that work extremely hard, but also know how to have a great time. Culture is a top priority and our values are lived out daily. What is a Client Success Consultant - Financial Solutions? Click here and enjoy! Below are the position requirements.
Job Purpose The Client Success Consultant (CSC) - Financial Solutions drives strong client relationships and sustained growth by managing and expanding accounting service engagements across BELAY. This role proactively identifies client needs, uncovers opportunities within existing partnerships, and ensures a seamless experience for both clients and contractors. By applying financial expertise and account management skills, the CSC - Accounting Services strengthens client satisfaction, extends engagement longevity, and contributes to revenue growth.
Duties and Responsibilities As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in‑person interactions. You are expected to exemplify our mission, vision, and core values daily, fostering a collaborative and positive team environment.
Client & Contractor Experience
Manage the end‑to‑end onboarding process for new clients, ensuring a smooth and efficient integration experience
Strategically pair contractors with clients to foster successful, long‑term working relationships
Act as a trusted advisor to both clients and contractors, providing ongoing support to cultivate strong, productive partnerships
Oversee a roster of clients with a focus on retention, account growth, and maximizing engagement duration
Proactively identify areas to expand services, leveraging your financial expertise and a growth‑oriented mindset
Offer clients clear, strategic guidance on accounting and bookkeeping practices to help them navigate financial challenges
Address and resolve client or contractor concerns, escalating matters when necessary to ensure timely solutions
Collaborate on contract updates, renewals, and terminations as needed to support evolving client needs
Effectively balance onboarding responsibilities with ongoing relationship management across your client portfolio
Deliver timely, professional communication and provide constructive feedback to contractors to ensure consistent, high‑quality service
Operational Responsibilities
Utilize tools such as GSuite, CRM systems, and other platforms to streamline workflows and maintain accurate, up‑to‑date documentation
Support clients and contractors in developing self‑sufficient, well‑structured engagements through resources, training, and coaching
Collaborate with leadership and cross‑functional teams to identify opportunities for improvement, drive process enhancements, and elevate the overall client experience
Stay proactive and innovative by leveraging technology to boost efficiency, collaboration, and service delivery
Qualifications This role requires a motivated and trustworthy self‑starter with strong communication and technological skills who thrives both independently and on a team. Our ideal corporate team member is flexible, creative, well‑organized, and ready to roll up their sleeves to get the job done!
Bachelor's degree in a related field or equivalent work experience
1–2 years of client relationship management or account management experience
Working knowledge of general ledger, accounts receivable/payable, bookkeeping, payroll, and financial reporting
Proven ability to build strong client relationships, communicate effectively, and manage engagements in a virtual environment
Proficiency with technology tools (GSuite, CRM platforms, and collaboration systems) and ability to learn new systems quickly
Strong analytical and problem‑solving skills with an aptitude for consultative selling and identifying growth opportunities
Working Conditions BELAY Corporate offers full‑time remote work, requiring a dedicated, distraction‑free home office for standard Monday‑Friday business hours, with occasional travel for some roles. As a full‑time/part‑time, exempt/non‑exempt W‑2 employee, you'll join a vibrant, award‑winning company culture where you're a valued, engaged team player in a thriving organization.
Physical Requirements This position does not have any physical requirements at this time.
Salary Range $60,000 base + bonus and commission
DISCLAIMER: We’ve recently seen job postings claiming to be from BELAY that aren’t affiliated with our company. Please be sure to only apply to our positions on https://belaysolutions.com/jobs/ and only reply to emails ending in @belaysolutions.com.
#J-18808-Ljbffr