Client Success Consultant – Financial Solutions
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Job Description
Client Success Consultant managing financial-services client relationships, onboarding, retention, and account growth for BELAY. Advising clients and contractors on financial and bookkeeping engagements.
Responsibilities:
- Manage the end-to-end onboarding process for new clients
- Strategically pair contractors with clients
- Act as a trusted advisor to clients and contractors
- Provide ongoing support and strategic guidance on financial and bookkeeping best practices
- Manage a roster of clients with a focus on retention, account growth, and engagement duration
- Identify opportunities to expand services
- Collaborate on contract updates, renewals, and terminations
- Address and resolve client or contractor concerns, escalating matters when necessary
- Deliver timely, professional communication and constructive feedback to contractors
- Use GSuite, CRM systems, and other platforms to streamline workflows and maintain documentation
- Collaborate with leadership and cross-functional teams to improve processes and client experience
- Leverage technology to improve efficiency, collaboration, and service delivery
Requirements:
- Bachelor’s degree in a related field or equivalent work experience
- 1–2 years of client relationship management or account management experience
- Must reside within 50 miles of Atlanta, GA
- Working knowledge of general ledger, accounts receivable/payable, bookkeeping, payroll, and financial reporting
- Ability to build strong client relationships and communicate effectively in a virtual environment
- Proficiency with GSuite, CRM platforms, and collaboration systems
- Ability to learn new systems quickly
- Strong analytical and problem-solving skills
- Aptitude for consultative selling and identifying growth opportunities
- Dedicated home office
- Work schedule aligned with business needs and BELAY’s core collaboration hours
- Legally authorized to work in the United States
Benefits:
- Bonus and commission
- Medical, dental, vision, life, and disability insurance
- BELAY covers 70% of employee medical premiums and 65% of dependent medical premiums
- BELAY covers 70% of employee dental and vision premiums
- Company-paid life insurance ($15,000 coverage)
- Company-paid short-term and long-term disability coverage
- 401(k) plan through Vanguard with a 4% employer discretionary match
- 15 days of annual PTO for full-time employees working 40 hours/week
- 12 days of annual PTO for full-time employees working 30 hours/week
- Additional PTO at 3- and 5-year tenure milestones
- 12 paid holidays annually
- PTO accrual generally satisfies state and local paid sick leave requirements
- Remote-first work arrangement
- Annual company Summit and other business meetings
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