Client Success Consultant - Bookkeeping Accounting Services

7 hours ago

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BELAY

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

201 - 500

Description

• Serve as the vanguard of account management excellence. • Create a seamless journey for BELAY clients and contractors. • Identify opportunities within engagements to drive sustained growth. • Proactively engage with clients to understand unique needs. • Manage the onboarding process for new clients. • Match contractors with clients for successful relationships. • Provide insight into accounting and bookkeeping nuances. • Effectively manage client or contractor crises.

Requirements

• BA/BS degree or equivalent work experience. • 1-2 years of relationship management experience. • Clear understanding of general ledger, accounts receivable/accounts payable functions, bookkeeping, payroll, and financial reporting. • Ability to connect quickly and build relationships with clients. • Driven self-starter, positive thinker, loyal and trustworthy. • Attributes of flexibility, creativity, self-discipline, strong organizational skills, and action orientation. • Strong verbal and written communication skills. • Team player willing to get a project done when needed. • Comfortable with video and phone calls as main forms of communication.

Benefits

• Work from home opportunity. • Flexibility in working. • $60,000 base + bonus and commission.