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Client Engagement Manager

2 months ago

Atlanta, Georgia, United States BELAY - Corporate Full time
Job Overview

*CANDIDATES MUST BE LOCATED IN THE ATLANTA, GA AREA to qualify for this Corporate role**

Remote work opportunity available (Greater Atlanta area only)

BELAY is a dynamic and expanding company based in Atlanta, GA, specializing in virtual staffing solutions, including Virtual Assistants, Virtual Bookkeepers, Website Specialists, and Social Media Managers. Our team is composed of high achievers who are dedicated to excellence while also enjoying a vibrant workplace culture. We prioritize our company culture and values, which are reflected in our daily operations. Below are the key requirements for this position.

Important Note: This is a remote position; however, candidates must reside in the Greater Atlanta area. Applications from outside this area will not be considered.

Role Purpose

The primary objective of this position is to drive measurable success for the organization through strategic initiatives. The Client Engagement Manager will oversee the team in implementing strategies, empowering staff, and ensuring alignment with the company's objectives. Key responsibilities include effective performance management—establishing clear expectations, providing ongoing feedback, and facilitating professional growth. The Manager will utilize financial expertise to guide the team in comprehending client accounts, making informed decisions, and nurturing long-term relationships. Furthermore, the Manager will emphasize proactive client interaction, monitor metrics to maintain low attrition rates, and promote team success and development.

Key Responsibilities

Represent BELAY with professionalism and positivity.
● Embody our Core Values and Mission Statement to exemplify BELAY's culture daily.
● Be a responsible steward of our Vision: "Our vision is to help you achieve your vision".
● Collaborate with and support teammates while maintaining a constructive and professional demeanor; fostering teamwork.

Team Leadership
● Develop and lead the Client Engagement team, reflecting company values and principles.
● Train team members, ensuring they meet expectations and objectives, and invest in their personal and professional development.
● Strategically enhance client engagement and lead impactful meetings.
● Collaborate on company initiatives.
● Provide insights on resources, technologies, and best practices.
● Assist with the recruitment and training of new team members.
● Partner with the Director on projects and departmental initiatives.
● Employ results-driven leadership to offer regular feedback, coaching, and professional development through one-on-one meetings and the HR platform.

Operational Responsibilities
● Achieve company-driven attrition goals, focusing on client satisfaction, engagement growth, and retention.
● Review ongoing client satisfaction surveys and provide team coaching and feedback to ensure successful client/contractor engagements.
● Offer insights and recommend necessary adjustments in processes, systems, and service lines as the business evolves.

Qualifications

Individuals who are relational, humble, and intuitive with virtual experience and client service understanding will excel in this role. Candidates should possess a solid understanding of general ledger, accounts receivable/accounts payable functions, and financial reporting. Additionally, candidates will demonstrate responsiveness, professionalism, attention to detail, organizational and technological proficiency, and conduct relational and efficiency coaching consistently.

● BA/BS degree or equivalent work experience.
● Experience as a BELAY Client Success Consultant is preferred but not mandatory.
● Must be a motivated 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.
● Strong verbal and written communication skills.
● Team player willing to take initiative to complete projects as needed.
● High degree of autonomy with the ability to work remotely.

Working Conditions
BELAY Corporate, as a virtual organization, allows you to work from home full-time. A dedicated and secure workspace, free from distractions, is required. Our standard business hours are Monday to Friday. Some roles may require travel.
This position is a full-time exempt, W-2 role with our company. BELAY is a premier, vibrant organization with an award-winning culture. Expect to enjoy your work while being highly engaged as a valued team member in a thriving, growing company.

Physical Requirements
This position does not have any physical requirements at this time.

Direct Reports

  • Client Success Consultants - Accounting Services

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