Client Success Consultant - Accounting Services - Remote

Overview

The Client Success Consultant (CSC) leads account management excellence, ensuring a seamless experience for BELAY Financial clients and providers. Using financial expertise, the CSC identifies growth opportunities, strengthens client relationships, and drives long-term engagement.

In Short

• Work at Home Opportunity
• Full-time position
• Focus on client satisfaction and long-term relationships
• Collaborate with teammates and foster teamwork
• Manage onboarding process for new clients
• Provide insight into accounting nuances
• Conduct routine account reviews
• Communicate effectively with clients
• Utilize Microsoft Office Suite and CRM tools
• Participate in virtual and onsite meetings

Requirements

• 2-3 years of experience in accounting or bookkeeping
• BA/BS degree or equivalent work experience
• Excellent communication skills
• Strong organizational skills
• Ability to work independently and remotely
• Understanding of financial practices
• Client-facing experience preferred
• Proficient in Microsoft Office Suite
• Must be a self-starter and positive thinker
• Attributes of flexibility and creativity are essential

Benefits

• Work from home full-time
• Award-winning company culture
• Engaging work environment
• Opportunity for growth and development
• Collaborative team atmosphere