Client Success Consultant - Bookkeeping/Accounting Services - Remote

Overview

This role serves as the vanguard of account management excellence, creating a seamless and transformative journey for BELAY clients and contractors. With a focus on uncovering opportunities within engagements, the Client Success Consultant (CSC) operates as a strategic catalyst, leveraging their financial acumen to drive sustained growth and elevate client satisfaction. The CSC will work diligently to identify and cultivate untapped potential within the client roster to enhance long-term client engagements. By proactively engaging with clients to understand their unique needs and challenges, the CSC will play a critical role in driving revenue growth and expanding opportunities for both BELAY and our valued clients. The ideal candidate for this role possesses a blend of relational skills, humility, and intuition, underpinned by a solid foundation of financial knowledge, account management expertise, and impeccable business acumen.

In Short

• Represent BELAY in a positive and professional manner.
• Collaborate with and help teammates while maintaining a positive and professional attitude.
• Manage the onboarding process for each new client.
• Intentionally match contractors with clients for successful relationships.
• Provide insight into accounting and bookkeeping nuances.
• Effectively oversee the management of client or contractor crises.
• Communicate in a timely and professional manner.
• Be tech-savvy and forward-thinking.
• Ensure documentation and communication channels remain current.
• Collaborate with leadership to identify sales opportunities.

Requirements

• BA/BS degree or equivalent work experience.
• 1-2 years of relationship management experience.
• Understanding of general ledger, accounts receivable/payable, bookkeeping, payroll, and financial reporting.
• Ability to connect quickly and build relationships with clients.
• Must be a driven self-starter, positive thinker, loyal and trustworthy.
• Strong organizational skills and action orientation.
• Strong verbal and written communication skills.
• Team player willing to get projects done when needed.
• High degree of autonomy with remote work capability.
• Comfortable with video and phone calls for communication.

Benefits

• Work from home full-time.
• Engaged in a vibrant company culture.
• Opportunity for professional growth.
• Participate in a thriving, growing organization.
• Standard business hours Monday-Friday.