Client Success Consultant - Bookkeeping Accounting Services

November 12

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BELAY

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

201 - 500

Description

• This role serves as the vanguard of account management excellence, creating a seamless and transformative journey for BELAY clients and contractors. • 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. • As a member of the BELAY Corporate Team, you are expected to participate in phone calls and meetings (virtual and onsite), while serving as an example of the company’s mission: BELAY exists to glorify God by providing solutions that equip our clients with the confidence to climb higher. • Represent BELAY in a positive and professional manner. • Collaborate with and help teammates while maintaining a positive and professional attitude; fostering teamwork. • Strategically manage a client roster, focusing on retention, growth, and duration by maintaining an open line of communication with clients and ensuring every interaction with BELAY is nothing short of exceptional.

Requirements

• BA/BS degree or equivalent work experience. • 1-2 years of relationship management experience. • A clear understanding of the general ledger, accounts receivable/accounts payable functions, bookkeeping, payroll, and financial reporting. • Ability to connect quickly and build relationships with clients. • Must be a 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.