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Client Success Consultant (Bookkeeping)

**MUST RESIDE IN THE ATLANTA, GA AREA** Work at home opportunity

Client Success Consultant (CSC) with a focus on Bookkeeping clients - Full-time 

BELAY is a growing and vibrant, Atlanta, GA based company that offers virtual staffing solutions in areas of executive assistants, bookkeeping and web services. We are a fast-paced team of high performers that work extremely hard, but also know how to have a great time. Culture is a top priority and our values are lived out daily. Enjoy a recap of our latest company-wide Summit to get a sneak peak into our award winning culture. Position requirements are listed below.












The focus of this role is to conduct a successful experience for BELAY clients and contractors for the duration of their engagement across all service lines. Additionally, the Client Success Consultant (CSC) serves as a “coach/consultant” to our clients and contractors, ensuring the most productive and satisfying experience for both parties in the relationship by strategically managing a roster and keeping a results-focused mindset. Our Client Success Consultants model our expertise and gratitude by serving as a trusted advisor and strategic partner. They demonstrate responsiveness & professionalism, own the details, are organizationally and technologically savvy, and conduct relational & efficiency coaching at all times. Seeking a candidate with a finance and/or bookkeeping background who can become a subject matter expert for our bookkeeping engagements (both non profit and for profit organizations). Finance and/or bookkeeping experience is required.

He/She will serve as a member of the Corporate Team, including monthly calls and meetings (virtual and on-site), and serve 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. Relational, humble, and intuitive people, with virtual experience and client understanding will thrive in this role. 

Represent BELAY in a positive and professional manner

  • Exemplify our Core Values and Mission Statement to live out BELAY’s culture each day.
  • Be a good steward of our Vision: “Our vision is to help you achieve your vision”.
  • Collaborate with and help teammates while maintaining a positive and professional attitude; fostering teamwork.

Client Satisfaction and Account Ownership - All Service Lines

  • Cast vision for what the Client/Contractor partnership could be long term (assessing current scope and future opportunities for growth).
  • Growth mindset. Invest time, trust and care in order to strategically enhance and grow the client's business by up-selling additional solutions offered by BELAY.
  • Consulting for best practices, efficiency and strategy recommendations. 
  • Collaborate with all necessary individuals regarding contract changes.
  • Manage crisis situations and escalate when appropriate.

Operational Responsibilities

  • Facilitate, administrate and implement your assigned client/contractor relationships successfully.
  • Collaborate cross functionally to ensure clients and contractors have a positive BELAY experience.
  • Create and foster self-managing engagements through resources and coaching.
  • Produce month end managerial report on activities and metrics.
  • Provide insight and recommendations to strategically enhance the engagement satisfaction. 

Organization & Follow Through

  • Proficient in using a cloud-based CRM and update daily activity, reporting and status.
  • Set schedules and manage time effectively and efficiently.
  • Be tech savvy and proficient in the tools necessary to integrate into BELAY's remote workplace culture.

Criteria Includes:

  • A Bachelor's degree is preferred.
  • Must be a driven self-starter, positive thinker, loyal and trustworthy.
  • Attributes of flexibility, creativity, self-discipline, strong organizational skills and action-oriented are essential for this role, as the position offers a significant amount of responsibility with accountability for results.
  • 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.
  • High degree of autonomy with the capability of working remotely.
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