Client Success Consultant - Bookkeeping/Accounting Services Division

Remote

Full Time

Client Relations

Mid Level

**MUST RESIDE IN THE ATLANTA, GA AREA**
(Work from home opportunity but candidate must reside in the Atlanta, GA area)

Client Success Consultant (CSC) - Accounting Services Clients - Full-time

BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Virtual Bookkeepers, Website Specialists, and Social Media Managers. 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. The position requirements are listed below.

Job Purpose

The focus of this role is to conduct a successful experience for BELAY clients and contractors for the duration of their engagement across all service lines. Additionally, the Client Success Consultant (CSC) serves as a “coach/consultant” to our clients and contractors, ensuring the most productive and satisfying experience for both parties in the relationship by strategically managing a roster and keeping a results-focused mindset. Seeking a candidate with a finance and/or bookkeeping background who can become a subject matter expert for our bookkeeping engagements (both non-profit and for-profit organizations). Finance and/or bookkeeping experience is required.

As a member of the BELAY Corporate Team, you are expected to participate in phone calls and meetings (virtual and onsite), while serving as an example of the company’s mission: BELAY exists to glorify God by providing solutions that equip our clients with the confidence to climb higher.

Duties and 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.

Client and Contractor Experience - Accounting Services Clients & All Service Lines

Cast vision for what the Client/Contractor partnership could be long term (assessing the current scope and future opportunities for growth).
Growth mindset. Invest time, trust, and care in order to strategically enhance and grow the client's business by up-selling additional solutions offered by BELAY.
Consulting for best practices, efficiency, and strategy recommendations.
Collaborate with all necessary individuals regarding contract changes.
Manage crisis situations and escalate when appropriate.

Organization & Follow Through

Be proficient in using a cloud-based CRM and update daily activity, reporting, and deal status.
Set schedules and manage time effectively and efficiently.
Be tech-savvy and proficient in the tools necessary to integrate into BELAY’s remote workplace culture.

Operational Responsibilities

Collaborate with the BELAY Placement team for all contractor placements.
Create and foster self-managing engagements through resources and coaching.
Ensure documentation and communication are current and accurate (SecureSync, Salesforce CRM, etc.).
Provide insight and recommendations to strategically enhance the overall experience by collaborating with leadership and teams across the organization.
Conduct quarterly account reviews with Client Relations Manager to proactively identify sales opportunities and areas of improvement and growth.

Qualifications

The Client Success Consultant must demonstrate responsiveness & professionalism, own the details, be organizationally and technologically savvy, and conduct relational & efficiency coaching at all times. Relational, humble, and intuitive people, with virtual experience and client understanding, will thrive in this role.

BA/BS degree or equivalent work experience.
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.

Working Conditions

BELAY Corporate, as a virtual company, offers you the ability to work from home full-time. As such, a dedicated and secure workspace, free of distractions is required. Our standard business hours are Monday-Friday. Some roles will require travel.

This role is a full-time, exempt, W-2 role with our company. If you join BELAY, you’ll be joining a top-notch company with a world-class reputation. Expect to have some fun while being highly engaged in your work. Expect to be a valued team player in a thriving, growing organization.

Pay Rate

$60,000 + bonus and commission

Physical Requirements

This position does not have any physical requirements at this time.

DISCLAIMER: We’ve recently seen job postings claiming to be from BELAY that aren’t affiliated with our company. Please be sure to only apply to our positions on https://belaysolutions.com/jobs/ and only reply to emails ending in @belaysolutions.com.

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Client Success Consultant - Bookkeeping/Accounting Services Division

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