Client Success Consultant

Summary

Join BELAY Financial, a growing Atlanta-based company offering virtual staffing solutions, as a Client Success Consultant! This full-time, work-from-home position focuses on providing exceptional client and provider experiences within the accounting services sector. You will manage client onboarding, match providers with clients, and serve as a consultant, ensuring productive relationships. The ideal candidate possesses strong communication, analytical, and relationship-building skills, along with financial management expertise. This role requires 2-3 years of accounting experience and a BA/BS degree or equivalent. BELAY offers a vibrant company culture and the opportunity to work remotely.

Requirements

• The Client Success Consultant must demonstrate responsiveness & professionalism in a way that earns instant credibility and respect
• They must own the details and be organizationally and technologically savvy
• Extensive experience and judgment to plan and accomplish goals, while performing a variety of tasks is required
• 2-3 years of experience working with general ledger, accounts receivable/accounts payable functions, and financial reporting
• BA/BS degree or equivalent work experience
• Excellent understanding of best financial practices and accounting processes
• Must be 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

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/Provider 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 providers with clients for a successful, long-term relationship
• Serve as a “coach/consultant” to our clients and providers, 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 nuances, empowering clients to navigate financial complexities with confidence and precision
• Effectively oversee the management of client or provider 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 provider performance to provide the best accounting services possible to our clients
• Communicate in a timely and professional manner
• Create and foster self-managing engagements through resources and coaching
• Ensure documentation and communication are current, detailed and accurate (Microsoft Office Suite, CRM, etc.)
• Provide insight and recommendations to strategically enhance the overall experience by collaborating with leadership and teams across the organization
• Conduct routine account reviews with the Director of Accounting Services to proactively identify sales opportunities and areas of improvement and growth

Preferred Qualifications

Minimum of 2-3 years accounting and/or bookkeeping experience preferred

Benefits

• Work at Home Opportunity
• 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