Client Success Consultant - Bookkeeping/Accounting Services

BELAY - Corporate; United States; Remote; USD 60,000 - 70,000; Full time

Job summary

BELAY - Corporate is seeking a Client Success Consultant focused on bookkeeping and accounting services. This full-time, virtual role requires candidates to have strong financial acumen and relational skills to optimize client experiences. The ideal candidate will manage relationships effectively, ensure successful onboarding, and support growth opportunities within a dynamic and supportive team culture.

Qualifications

• 1-2 years of relationship management experience.
• Clear understanding of bookkeeping and financial reporting.
• Ability to build client relationships quickly.

Responsibilities

• Enhance long-term client engagement and drive revenue growth.
• Proactively manage client onboarding and relationships.
• Create positive experiences for clients and contractors.

Skills

Responsiveness

Professionalism

Relationship Management

Financial Acumen

Communication Skills

Organizational Skills

Education

BA/BS degree or equivalent work experience

Job description

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Client Success Consultant - Bookkeeping/Accounting Services

**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? Clickhere 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.
• P rovide 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

The Client Success Consultant must demonstrate responsiveness & professionalism, own the details, be organizationally and technologically savvy, and conduct relational & efficiency coaching at all times. Relational, humble, and intuitive people with virtual experience and client understanding will thrive in this role.

• 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 onhttps://belaysolutions.com/jobs/ and only reply to emails ending in @belaysolutions.com.

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Note: This application process is a two part process. The first part is the application form that you filled out online. The second part is a Wedge Video interview. You will receive this part after completing your application. Please check your email for the wedge video link.

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