Client Success Consultant – Financial Solutions

Job not on LinkedIn

🔥 20 hours ago

🇺🇸 United States – Remote

💵 $62k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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BELAY

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2010

💼 Consulting

📣 Marketing

📦 Logistics

Consulting • Marketing • Logistics

BELAY is a company that provides virtual staffing solutions to enhance productivity and support businesses. They offer services such as Virtual Assistants, Accounting Services, and Marketing Assistants to help companies manage tasks and streamline operations. BELAY specializes in matching clients with U. S. -based professionals who are vetted to ensure quality and efficiency. By integrating AI-enabled processes, BELAY aims to maximize efficiency, allowing businesses to focus on growth. Their services are tailored to meet varying client needs, providing flexible and scalable solutions.

📋 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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