Client Success Consultant – Financial Solutions

Job Description:

  • 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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