Client Success Consultant - Financial Solutions

Client Success Consultant - Financial Solutions - Full-time

BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Accounting 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?  and enjoy!

Below are the position requirements.

This role serves as the vanguard of account management excellence, creating a seamless and transformative journey for BELAY clients and contractors. With a focus on uncovering opportunities within engagements, the Client Success Consultant (CSC) operates as a strategic catalyst, leveraging their financial acumen to drive sustained growth and elevate client satisfaction. The CSC will work diligently to identify and cultivate untapped potential within the client roster to enhance long‑term client engagements.

By proactively engaging with clients to understand their unique needs and challenges, the CSC will play a critical role in driving revenue growth and expanding opportunities for both BELAY and our valued clients. The ideal candidate for this role possesses a blend of relational skills, humility, and intuition, underpinned by a solid foundation of financial knowledge, account management expertise, and impeccable business acumen.

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.

• 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 elevate 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…