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BELAY · 3 months ago

Client Success Consultant - Financial Solutions

United States

Full-time

Remote

Entry, Mid Level

$60K/yr - $60K/yr

1+ years exp

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. The Client Success Consultant - Financial Solutions drives strong client relationships and sustained growth by managing and expanding accounting service engagements across BELAY, ensuring a seamless experience for both clients and contractors.

AccountingContent CreatorsOutsourcingProfessional ServicesVirtual AssistantWeb Development

Culture & Values

Responsibilities

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

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

Qualification

Client relationship managementFinancial reportingBookkeepingAnalytical skillsTechnology proficiencyProblem-solving skillsConsultative sellingCommunication skillsTeam collaborationOrganizational skills