Client Success Consultant

  • Remote - Worldwide

Remote

Customer Service

Mid-level

Job description

**MUST RESIDE IN THE ATLANTA, GA AREA**    Work at home opportunity if living in Greater ATL area

Client Success Consultant (CSC) - Full-time

BELAY is a growing and vibrant, Atlanta, GA based company that offers virtual staffing solutions in areas of Virtual Assistants, Accounting Professionals and Marketing Assistants. 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. The position requirements are listed below.

Job Purpose

The focus of this role is to develop trusted advisor relationships with clients and contractors in order to ensure the successful delivery of our services and solutions according to client needs and expectations. CSCs are responsible for keeping current clients satisfied by delivering exceptional client service on a day to day basis as well as identifying upsell opportunities within existing accounts. The primary goals are to ensure client satisfaction (retention), drive revenue growth, and act as a strategic consultant.

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.

Duties and responsibilities

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 and Contractor Experience

  • Liaise between clients, contractors and internal teams to ensure the timely and successful delivery of services according to the client needs.
  • Ability to communicate, present and influence credibly and effectively at all levels of an organization, including executive and C-level.
  • Understand the client’s business objectives, challenges and priorities in order to provide strategic guidance and support.
  • Cast vision for what the Client/Contractor relationship could be long term by consistently adding value to the client by understanding needs and expectations.
  • Growth mindset. Invest time, trust, and care in order to strategically enhance and grow the client’s business by upselling additional solutions offered by BELAY.
  • Consulting for best practices, tips, and efficiency recommendations for the most effective and productive virtual engagements. Leading leaders.
  • Develop action plans with clients and contractors, follow up on implementation and progress, ensuring an exceptional experience.
  • Stay current in job knowledge by participating in educational opportunities, reading, maintaining personal networks and participating in professional organizations.
  • Collaborate with all necessary individuals regarding contract changes and terminations.
  • Manage crisis situations through problem solving and strong emotional intelligence.

Organization & Follow Through

  • Be proficient and timely in using a cloud-based CRM and update daily activity, reporting, and deal status in real time.
  • 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.

Operational Responsibilities

  • Intentionally and thoughtfully match contractors with clients for a successful, long-term relationship.
  • Ensure documentation and communication are current, detailed and accurate (GSuite, CRM, etc.).
  • Provide insight and recommendations to strategically enhance the overall experience by collaborating with leadership and teams across the organization.
  • Conduct routine account reviews with Client Relations Manager to proactively identify sales opportunities and areas of improvement and growth.

Qualifications

The Client Success Consultant must demonstrate responsiveness & professionalism in a way that earns instant credibility and respect. They must own the details and be organizationally and technologically savvy. Extensive experience and judgment to plan and accomplish goals, while performing a variety of tasks is required. Driven, relational, and intuitive people with client-facing experience and understanding will thrive in this role.

  • BA/BS degree or equivalent work experience.
  • Must be 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.

Working conditions

BELAY Corporate, as a virtual company, offers you the ability to work from home full-time. As such, a dedicated and secure work space, free of distractions is required. Our standard business hours are Monday-Friday. Some roles will require travel.

This role is a full-time exempt, W-2 role with our company. BELAY is a top-notch, vibrant company with an award-winning culture. Expect to have some fun while being highly engaged in your work. Expect to be a valued team player in a thriving, growing organization.

Physical requirements

No physical requirements at this time.

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