Client Success Consultant - Financial Solutions

BELAY - Corporate • Atlanta, GA

23h • Remote

About The Position

BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Financial 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. The Client Success Consultant (CSC) - Financial Solutions drives strong client relationships and sustained growth by managing and expanding accounting service engagements across BELAY. This role proactively identifies client needs, uncovers opportunities within existing partnerships, and ensures a seamless experience for both clients and contractors. By applying financial expertise and account management skills, the CSC -Accounting Services strengthens client satisfaction, extends engagement longevity, and contributes to revenue growth.

Requirements

• Bachelor’s degree in a related field or equivalent work experience
• 1–2 years of client relationship management or account management experience
• Working knowledge of general ledger, accounts receivable/payable, bookkeeping, payroll, and financial reporting
• Proven ability to build strong client relationships, communicate effectively, and manage engagements in a virtual environment
• Proficiency with technology tools (GSuite, CRM platforms, and collaboration systems) and ability to learn new systems quickly
• Strong analytical and problem-solving skills with an aptitude for consultative selling and identifying growth opportunities

Responsibilities

• Manage the end-to-end onboarding process for new clients, ensuring a smooth and efficient integration experience
• Strategically pair contractors with clients to foster successful, long-term working relationships
• Act as a trusted advisor to both clients and contractors, providing ongoing support to cultivate strong, productive partnerships
• Oversee a roster of clients with a focus on retention, account growth, and maximizing engagement duration
• Proactively identify areas to expand services, leveraging your financial expertise and a growth-oriented mindset
• Offer clients clear, strategic guidance on accounting and bookkeeping practices to help them navigate financial challenges
• Address and resolve client or contractor concerns, escalating matters when necessary to ensure timely solutions
• Collaborate on contract updates, renewals, and terminations as needed to support evolving client needs
• Effectively balance onboarding responsibilities with ongoing relationship management across your client portfolio
• Deliver timely, professional communication and provide constructive feedback to contractors to ensure consistent, high-quality service
• Utilize tools such as GSuite, CRM systems, and other platforms to streamline workflows and maintain accurate, up-to-date documentation
• Support clients and contractors in developing self-sufficient, well-structured engagements through resources, training, and coaching
• Collaborate with leadership and cross-functional teams to identify opportunities for improvement, drive process enhancements, and elevate the overall client experience
• Stay proactive and innovative by leveraging technology to boost efficiency, collaboration, and service delivery

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees