Client Success Consultant - Accounting Services

March 19

🌲 North Carolina – Remote

Although this job is listed in North Carolina, this company may be open to hiring remote in other states.

🎸 Tennessee – Remote

Although this job is listed in Tennessee, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

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BELAY

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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.

Virtual Assistant • Bookkeepers • Copywriters • Content Writers • Web Maintenance

201 - 500 employees

Founded 2010

🤝 B2B

👥 HR Tech

⚡ Productivity

📋 Description

• 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. • By proactively addressing client needs, the CSC enhances satisfaction, expands revenue, and maximizes value for both BELAY and its clients. • The ideal candidate has strong communication, analytical, and relationship-building skills, along with expertise in financial management and account strategy.

🎯 Requirements

• 2-3 years of experience working with general ledger, accounts receivable/accounts payable functions, and financial reporting. • BA/BS degree or equivalent work experience. • Minimum of 2-3 years accounting and/or bookkeeping experience preferred. • Excellent understanding of best financial practices and accounting processes. • Must be driven self-starter, a positive thinker, loyal and trustworthy. • Attributes of flexibility, creativity, self-discipline, strong organizational skills, and action-orientation are essential for this role. • Command presence with strong verbal and written communication skills. • Team player who is willing and able to “roll-up the shirt sleeves” to get a project done when needed. • A high degree of autonomy with the capability of working remotely. • Must be comfortable with video and phone calls as the main forms of communication for optimal rapport and connection.