Client Success Consultant - Financial Solutions

Job title

Client Success Consultant (CSC) - Financial Solutions

Department

Client Relations - Financial Solutions

Reports to

Client Relations Manager - Financial Solutions

Classification

Full-Time, Exempt

Work Location

Remote (50-miles within Atlanta, GA)

Travel Requirement

Occasional travel is required, including attendance at BELAY's annual company Summit and other business meetings as needed.

Job purpose

The Client Success Consultant (CSC) drives strong client relationships and sustained growth by managing and expanding financial service engagements across BELAY. This role proactively identifies client needs, uncovers opportunities within existing partnerships, and ensures a seamless experience for both clients and contractors. By applying financial expertise and account management skills, the CSC strengthens client satisfaction, extends engagement longevity, and contributes to revenue growth.

Note: Candidates must reside within 50 miles of Atlanta, GA

Essential Functions

As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values while fostering a collaborative and positive team environment.

Client & Contractor Experience

• Manage the end-to-end onboarding process for new clients, ensuring a smooth and efficient integration experience by strategically pairing contractors with clients
• Act as a trusted advisor to both clients and contractors, providing ongoing support past onboarding to cultivate strong, productive partnerships, including strategic guidance on financial and bookkeeping best practices
• Oversee a roster of clients with a focus on retention, account growth, and maximizing engagement duration while proactively identifying areas to expand services, leveraging your financial expertise and a growth-oriented mindset
• Collaborate on contract updates, renewals, and terminations as needed to support evolving client needs
• Address and resolve client or contractor concerns, escalating matters when necessary to ensure timely solutions
• Deliver timely, professional communication and provide constructive feedback to contractors to ensure consistent, high-quality service

Operational Responsibilities

• Utilize tools such as GSuite, CRM systems, and other platforms to streamline workflows and maintain accurate, up-to-date documentation
• Collaborate with leadership and cross-functional teams to identify opportunities for improvement, drive process enhancements, and elevate the overall client experience
• Stay proactive and innovative by leveraging technology to boost efficiency, collaboration, and service delivery

Minimum Qualifications

• Bachelor’s degree in a related field or equivalent work experience
• 1–2 years of client relationship management or account management experience

Skills & Competencies

• Working knowledge of general ledger, accounts receivable/payable, bookkeeping, payroll, and financial reporting
• Proven ability to build strong client relationships, communicate effectively, and manage engagements in a virtual environment
• Proficiency with technology tools (GSuite, CRM platforms, and collaboration systems) and ability to learn new systems quickly
• Strong analytical and problem-solving skills with an aptitude for consultative selling and identifying growth opportunities

Working Conditions

BELAY is a remote-first organization. This role requires a dedicated home office, regular use of virtual collaboration tools, and a work schedule that aligns with business needs and BELAY's core collaboration hours. Occasional travel or flexibility outside standard business hours may be required based on the role.

Physical Requirements

• Prolonged periods of sitting and computer use.
• Frequent participation in virtual meetings.
• Ability to communicate effectively through video conferencing, email, and phone.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position

Direct Reports

• None

Disclaimer

This job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Responsibilities may change from time to time based on business needs, and team members may be assigned additional duties as needed.

Legal Disclosure

Pay Range: $62,000 base salary + commissions & bonuses

Starting Pay Range: $62,000

Other Types of Pay: Bonus and Commission

Health Insurance: Medical, dental, vision, life, and disability insurance are available to eligible employees. BELAY covers 70% of employee premiums and 65% of dependent premiums for medical, and 70% of employee premiums for dental and vision. Company-paid life insurance ($15,000 coverage) and short-term/long-term disability coverage (STD: 60% of weekly earnings up to $1,500; LTD: 60% of monthly earnings up to $10,000) are provided at no cost to full-time employees.

Retirement Benefits: 401(k) plan through Vanguard, with a 4% employer discretionary match. Employees are eligible after 90 days of employment.

Paid Time Off: Full-time (40 hr/week) employees receive 15 days of PTO annually; full-time (30 hr/week) employees receive 12 days. Additional PTO is awarded at 3- and 5-year tenure milestones.

Paid Holidays: 12 paid holidays annually (New Year’s Day, Martin Luther King Jr. Day, President’s Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day After Thanksgiving, Christmas Eve, Christmas Day, and one floating holiday of the employee’s choosing).

Paid Sick Leave: Full-time employees’ PTO accrual generally satisfies state and local paid sick leave requirements in the states where BELAY hires. BELAY follows all state specific requirements.

Method of Application: Apply online via the link provided in this posting.

Application Window: The posting will remain open until filled.

Contact Information: Questions regarding this posting may be directed to [email protected]. .

EEO Statement: BELAY is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law.

Location Requirements:

This role is remote within the U.S. However, due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: California, New York, Illinois, Oregon.