Client Success Consultant - Financial Solutions

BELAY - Corporate • Atlanta, GA

42d • Remote

About The Position

The Client Success Consultant (CSC) drives strong client relationships and sustained growth by managing and expanding financial 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 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
• Reside within 50 miles of Atlanta, GA

Responsibilities

• Manage the end-to-end onboarding process for new clients, ensuring a smooth and efficient integration experience by strategically pairing contractors with clients
• Act as a trusted advisor to both clients and contractors, providing ongoing support past onboarding to cultivate strong, productive partnerships, including strategic guidance on financial and bookkeeping best practices
• Oversee a roster of clients with a focus on retention, account growth, and maximizing engagement duration while proactively identifying areas to expand services, leveraging your financial expertise and a growth-oriented mindset
• Collaborate on contract updates, renewals, and terminations as needed to support evolving client needs
• Address and resolve client or contractor concerns, escalating matters when necessary to ensure timely solutions
• 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
• 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

Benefits

• Medical, dental, vision, life, and disability insurance
• BELAY covers 70% of employee premiums and 65% of dependent premiums for medical, and 70% of employee premiums for dental and vision.
• Company-paid life insurance ($15,000 coverage)
• Short-term/long-term disability coverage
• 401(k) plan through Vanguard, with a 4% employer discretionary match
• 15 days of PTO annually for full-time (40 hr/week) employees
• 12 days of PTO annually for full-time (30 hr/week) employees
• Additional PTO awarded at 3- and 5-year tenure milestones
• 12 paid holidays annually
• Paid sick leave

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level