Senior Financial Solutions Advisor

🕒 February 14

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 55%

What it means: how likely this posting is sitting open without active hiring.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

• Generate and close new business through outbound prospecting, networking, referrals, and strategic partnerships • Conduct consultative discovery to identify prospective client needs and align BELAY’s Financial Solutions with business goals • Manage the full sales cycle from prospecting and qualification through solution development, proposal, negotiation, and close • Build and maintain a qualified pipeline while achieving or exceeding sales targets • Develop and maintain referral relationships with CPAs, financial advisors, business consultants, and other strategic partners • Partner with Marketing and internal stakeholders on lead conversion and market growth initiatives • Travel within the assigned territory for client meetings, networking, and strategic partner development • Deliver virtual and in-person presentations to executive-level decision-makers • Maintain knowledge of accounting, finance, and business operations to position BELAY’s services • Use Salesforce, Gong Engage, and other sales tools to manage pipeline activity, forecast revenue, and maintain accurate customer records

🎯 Requirements

• 3+ years of successful B2B sales experience, preferably in financial services, accounting services, financial technology, ERP, bookkeeping, payroll, CFO advisory, or a related industry • Demonstrated history of achieving or exceeding sales quotas and performance goals • Experience generating new business through proactive outbound business development • Experience selling consultative, relationship-based solutions involving multiple stakeholders and longer sales cycles • Working knowledge of accounting and financial management concepts • Experience developing referral partnerships supporting recurring revenue growth • Proficiency with Salesforce or a comparable CRM platform preferred • Financial services, accounting, or related professional certification preferred • Bachelor’s degree in finance, accounting, marketing, business, or a related field preferred • Strong consultative selling, negotiation, presentation, and relationship-building skills • Strong business and financial acumen • Ability to understand client needs and translate them into solutions • Ability to build credibility and communicate effectively with executive-level decision-makers • Strong organizational skills for managing multiple opportunities, priorities, and commitments • Self-directed and results-oriented, with ability to work effectively in a remote environment • Dedicated home office • Must reside within a 50-mile radius of Atlanta, GA • Must be legally authorized to work in the United States

🏖️ Benefits

• Remote-first work environment • Dedicated home office • Virtual collaboration tools • Occasional travel for BELAY’s annual company Summit and other business meetings • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position