Client Success Consultant, Bookkeeping/Accounting Services

Summary

Join a vibrant, Atlanta-based company as a Client Success Consultant- Bookkeeping/Accounting Services (CSC) and serve as the vanguard of account management excellence, creating a seamless journey for BELAY clients and contractors.

Requirements

• 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

Responsibilities

• Represent BELAY in a positive and professional manner
• Exemplify our Core Values and Mission Statement to live out BELAY’s culture each day
• Collaborate with and help teammates while maintaining a positive and professional attitude; fostering teamwork
• 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
• 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

Benefits

$60,000 base + bonus and commission