Client Success Consultant - Accounting Services

BELAY - Corporate; Atlanta (GA); Remote; USD 60,000; Full time

Job summary

Join a vibrant and innovative company as a Client Success Consultant, where your financial expertise and relationship management skills will drive client satisfaction and foster long-term partnerships. In this full-time role, you will work remotely, engaging with clients to understand their needs while leveraging cutting-edge tools to streamline operations. This dynamic environment values culture and teamwork, offering you the chance to make a significant impact in a growing organization. If you're a self-starter with a passion for helping others succeed, this opportunity is perfect for you.

Benefits

Work from home flexibility

Bonus and commission opportunities

Award-winning company culture

Professional development opportunities

Qualifications

• 1-2 years of relationship management experience is essential.
• Strong understanding of bookkeeping, payroll, and financial reporting.

Responsibilities

• Manage client onboarding and ensure exceptional service delivery.
• Identify growth opportunities and enhance client relationships.

Skills

Relationship Management

Financial Acumen

Communication Skills

Organizational Skills

Self-Discipline

Creativity

Education

BA/BS degree

Equivalent work experience

Tools

GSuite

CRM platform

Job description

**MUST RESIDE IN THE ATLANTA, GA AREA** Work at Home Opportunity

Client Success Consultant - Bookkeeping/Accounting Services - 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 Accounting 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? Click here and enjoy!

Below are the position requirements.

Job purpose

This role serves as the vanguard of account management excellence, creating a seamless and transformative journey for BELAY clients and contractors. With a focus on uncovering opportunities within engagements, the Client Success Consultant (CSC) operates as a strategic catalyst, leveraging their financial acumen to drive sustained growth and elevate client satisfaction. The CSC will work diligently to identify and cultivate untapped potential within the client roster to enhance long-term client engagements. By proactively engaging with clients to understand their unique needs and challenges, the CSC will play a critical role in driving revenue growth and expanding opportunities for both BELAY and our valued clients. The ideal candidate for this role possesses a blend of relational skills, humility, and intuition, underpinned by a solid foundation of financial knowledge, account management expertise, and impeccable business acumen.

As a member of the BELAY Corporate Team, you are expected to participate in phone calls and meetings (virtual and onsite), while serving as an example of the company’s mission: BELAY exists to glorify God by providing solutions that equip our clients with the confidence to climb higher.

Duties and 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.

Client and Contractor Experience

• 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.

Operational Responsibilities

• 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.

Qualifications

• BA/BS degree or equivalent work experience.
• 1-2 years of relationship management experience.
• A clear understanding of the general ledger, accounts receivable/accounts payable functions, bookkeeping, payroll, and financial reporting.
• Ability to connect quickly and build relationships with clients.
• Must be a driven self-starter, a positive thinker, loyal and trustworthy.
• Attributes of flexibility, creativity, self-discipline, strong organizational skills, and action orientation are essential for this role.
• Command presence with strong verbal and written communication skills.
• Team player who is willing and able to “roll up the shirt sleeves” to get a project done when needed.
• A high degree of autonomy with the capability of working remotely.
• Must be comfortable with video and phone calls as the main forms of communication for optimal rapport and connection.

Working conditions

BELAY Corporate, as a virtual company, offers you the ability to work from home full-time. As such, a dedicated and secure workspace, free of distractions is required. Our standard business hours are Monday-Friday. Some roles will require travel.

This role is a full-time exempt, W-2 role with our company. BELAY is a top-notch, vibrant company with an award-winning culture. Expect to have some fun while being highly engaged in your work. Expect to be a valued team player in a thriving, growing 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.