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BELAY · 9 hours ago

Client Success Consultant - Financial Solutions

Atlanta, GA

Full-time

Hybrid

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. The Client Success Consultant - Financial Solutions plays a critical role in managing client relationships, driving revenue growth, and enhancing client satisfaction through strategic engagement and financial expertise.

AccountingContent CreatorsOutsourcingProfessional ServicesVirtual AssistantWeb Development

Culture & Values

Hiring Manager

Samantha Young

Responsibilities

Represent BELAY in a positive and professional manner

Exemplify our Core Values and Mission Statement to live out BELAY’s culture each day

Be a good steward of our Vision: “Our vision is to help you achieve your vision”

Collaborate with and help teammates while maintaining a positive and professional attitude; fostering teamwork

Cast vision for what the Client/Contractor relationship could be long-term

Identify opportunities within engagements, leveraging financial acumen to foster relationships and long-term duration

Manage the onboarding process for each new client

Intentionally and thoughtfully match contractors with clients for a successful, long-term relationship

Serve as a “coach/consultant” to our clients and contractors, ensuring the most productive and satisfying experience for both parties in the relationship

Strategically manage a client roster, focusing on retention, growth, and duration by maintaining an open line of communication with clients and ensuring every interaction with BELAY is nothing short of exceptional

Embody a growth mindset, and invest time, trust, and expertise to strategically upsell additional solutions offered by BELAY

Provide insight into accounting and bookkeeping nuances, empowering clients to navigate financial complexities with confidence and precision

Effectively oversee the management of client or contractor crises and escalate matters when necessary

Collaborate with all necessary individuals regarding contract changes and terminations

Effectively manage calendar to allow for efficient onboarding of new clients while nurturing the relationships with established clients

Provide honest feedback on contractor performance to provide the best accounting services possible to our clients

Communicate in a timely and professional manner

Be tech-savvy and forward-thinking, leveraging cutting-edge tools and technologies to streamline operations and enhance collaboration across the organization

Create and foster self-managing engagements through resources and coaching

Ensure documentation and communication channels remain current and accurate, harnessing the power of GSuite, CRM platform, and other essential tools to streamline operations

Collaborate with leadership and cross-functional teams to proactively identify sales opportunities, drive continuous improvement, and enhance the overall client experience

Qualification

Financial acumenRelationship managementGeneral ledger knowledgeTech-savvyBookkeeping knowledgePayroll knowledgeFinancial reportingSelf-starterCommunication skillsOrganizational skillsTeam player