Client Success Consultant - Financial Solutions

BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions. The Client Success Consultant - Financial Solutions plays a critical role in managing client relationships, driving revenue growth, and enhancing client satisfaction through strategic engagement and financial expertise.

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/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
• Collaborate with leadership and cross-functional teams to proactively identify sales opportunities, drive continuous improvement, and enhance the overall client experience

Skills

• 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

Company Overview