Client Success Consultant - Bookkeeping Accounting Services

November 12, 2024

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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

• 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.