Remote Client Success Consultant | Financial Solutions

BELAY - Corporate; United States; Remote; USD 56,000 - 68,000; Full time

Benefits offered by this job

Health insurance options

401(k) plan with employer match

Paid time off

Job summary

BELAY - Corporate seeks a Client Success Consultant (CSC) for Financial Solutions. This role remotely supports clients within 50 miles of Atlanta, GA, driving onboarding, retention, and growth across financial services engagements.

You will act as a trusted advisor, coordinating with clients and contractors to ensure high-quality service, while leveraging your accounting know-how and communication skills in a remote, team-driven environment.

Qualifications

• Bachelor’s degree or equivalent work experience in a related field.
• 1–2 years of client relationship management or account management experience.

Responsibilities

• Onboard and manage client relationships across BELAY’s financial solutions.
• Identify opportunities for expanded engagement and retention.
• Collaborate with leadership to improve client experience and processes.
• Provide guidance on financial and bookkeeping best practices to clients and contractors.

Skills

General ledger

Accounts receivable

Accounts payable

Bookkeeping

Payroll

Financial reporting

Client relationships

GSuite

CRM platforms

Analytical skills

Education

Bachelor’s degree or equivalent

Tools

GSuite

CRM

Collaboration tools

Job description

BELAY - Corporate seeks a Client Success Consultant (CSC) for Financial Solutions. This role remotely supports clients within 50 miles of Atlanta, GA, driving onboarding, retention, and growth across financial services engagements.

You will act as a trusted advisor, coordinating with clients and contractors to ensure high-quality service, while leveraging your accounting know-how and communication skills in a remote, team-driven environment.