Client Success Consultant - Financial Solutions

BELAY - Corporate; United States; Remote; USD 60,000 - 69,000; Full time

Job summary

A dynamic virtual staffing solutions provider seeks a Client Success Consultant – Financial Solutions to enhance client relationships and manage accounting services. This role involves onboarding clients, maintaining engagement, and leveraging financial expertise. Ideal candidates should possess a Bachelor's degree and 1–2 years of experience in account management. Offering full-time remote work with a salary of $60,000 plus bonuses.

Qualifications

• 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 and manage engagements in a virtual environment.

Responsibilities

• Manage the end-to-end onboarding process for new clients.
• Act as a trusted advisor to both clients and contractors.
• Deliver timely, professional communication and provide constructive feedback to contractors.

Skills

Client relationship management

Analytical skills

Communication

Technological proficiency

Education

Bachelor’s degree in a related field or equivalent work experience

Tools

GSuite

CRM systems

Job description

Overview

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

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? Belay is seeking a Client Success Consultant – Financial Solutions to drive strong client relationships and sustained growth by managing and expanding accounting service engagements across BELAY.

Below are the position requirements.

Responsibilities

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&aposre 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.

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. If you DO NOT complete the wedge video, your application WILL NOT be processed, as it will be incomplete.

Do you currently reside or plan to reside within a 50 mile radius of Atlanta, GA?

Have you ever applied to be, or are you currently a contractor at BELAY?

The following questions are optional and help comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations. This information will not be used in employment decisions.