Client Success Consultant - Financial Solutions
$62,000–$62,000 year
RemoteGeorgia, United States
Georgia, United StatesRemoteFull Time$62,000–$62,000 yearBachelors DegreeVirtual Staffing SolutionsMedium
Full TimeBachelors DegreeMediumVirtual Staffing Solutions
Job Summary
Manage end-to-end onboarding for new clients by strategically pairing contractors and acting as a trusted advisor to drive retention and account growth. Oversee a roster of clients to identify expansion opportunities, handle contract renewals and terminations, and resolve concerns through timely escalation. Deliver professional communication and constructive feedback to contractors while utilizing GSuite and CRM systems to streamline workflows and maintain accurate documentation. Collaborate with cross-functional teams to drive process enhancements and elevate the overall client experience.
Required Qualifications
- Bachelor's degree in a related field
- 1–2 years of client relationship management or account management experience
- Working knowledge of general ledger
- Working knowledge of accounts receivable/payable
- Working knowledge of bookkeeping
- Working knowledge of payroll
- Working knowledge of financial reporting
- Proven ability to build strong client relationships
- Proven ability to communicate effectively
- Proven ability to manage engagements in a virtual environment
- Proficiency with technology tools (GSuite, CRM platforms, and collaboration systems)
- Ability to learn new systems quickly
- Strong analytical and problem-solving skills
- Aptitude for consultative selling
- Aptitude for identifying growth opportunities
- Occasional travel
- Attendance at BELAY's annual company Summit
- Attendance at other business meetings as needed
- Flexibility outside standard business hours
- Dedicated home office
- Regular use of virtual collaboration tools
- Work schedule that aligns with business needs and BELAY's core collaboration hours
- Ability to communicate effectively through video conferencing
- Ability to communicate effectively through email
- Ability to communicate effectively through phone
Desired Qualifications
- Equivalent work experience (to Bachelor's degree)
- Growth-oriented mindset
- Experience with GSuite
- Experience with CRM systems
- Experience with other platforms
- Ability to leverage technology to boost efficiency
- Ability to leverage technology to boost collaboration
- Ability to leverage technology to boost service delivery
- Experience identifying areas to expand services
- Experience with accounting and bookkeeping best practices
- Experience with strategic guidance
- Experience with contract updates
- Experience with renewals
- Experience with terminations
- Experience with process enhancements
- Experience with elevating the overall client experience
- Experience with proactive identification of client needs
- Experience with uncovering opportunities within existing partnerships
- Experience with ensuring a seamless experience for both clients and contractors
- Experience with strengthening client satisfaction
- Experience with extending engagement longevity
- Experience with contributing to revenue growth
- Experience with managing and expanding accounting service engagements
- Experience with fostering a collaborative and positive team environment
- Experience with exemplifying mission, vision, and core values
- Experience with professional representation in virtual and in-person interactions
- Experience with end-to-end onboarding process
- Experience with strategic pairing of contractors with clients
- Experience with ongoing support past onboarding
- Experience with cultivating strong, productive partnerships
- Experience with retention
- Experience with account growth
- Experience with maximizing engagement duration
- Experience with proactively identifying areas to expand services
- Experience with leveraging financial expertise
- Experience with addressing and resolving client or contractor concerns
- Experience with escalating matters
- Experience with ensuring timely solutions
- Experience with delivering timely, professional communication
- Experience with providing constructive feedback to contractors
- Experience with ensuring consistent, high-quality service
- Experience with collaborating with leadership
- Experience with cross-functional teams
- Experience with identifying opportunities for improvement
- Experience with driving process enhancements
- Experience with staying proactive and innovative
- Experience with leveraging technology to boost efficiency
- Experience with leveraging technology to boost collaboration
- Experience with leveraging technology to boost service delivery
- Experience with prolonged periods of sitting
- Experience with prolonged periods of computer use
- Experience with frequent participation in virtual meetings
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.