Client Success Consultant - Financial Solutions

BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions. The Client Success Consultant - Financial Solutions plays a critical role in managing client relationships, driving revenue growth, and enhancing client satisfaction through strategic engagement and financial expertise. 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 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 escalate 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 overall client experience Skills BA/BS degree or equivalent work experience 1-2 years of relationship management experience A clear understanding of the general ledger, accounts receivable/accounts payable functions, bookkeeping, payroll, and financial reporting Ability to connect quickly and build relationships with clients Must be a 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 Must be comfortable with video and phone calls as the main forms of communication for optimal rapport and connection Company Overview BELAY is a Virtual Staffing Solutions company that offers virtual bookkeeping, administrative assistance, social media strategy service. It was founded in 2010, and is headquartered in Roswell, Georgia, USA, with a workforce of 201-500 employees. Its website is