Note: The job is a remote job and is open to candidates in USA. BELAY is a remote-first organization providing financial solutions for small and mid-sized businesses. The Senior Financial Solutions Advisor drives new client acquisition by identifying business needs, developing strategic relationships, and managing complex sales cycles across accounting, payroll, tax, inventory management, and advisory solutions.
Responsibilities
- Generate and close new business opportunities through outbound prospecting, networking, referrals, and strategic partnerships
- Conduct consultative discovery to identify prospective client needs and align BELAY’s Financial Solutions with their business goals
- Manage the full sales cycle, including prospecting, qualification, solution development, proposal, negotiation, and close
- Build and maintain a qualified pipeline while consistently achieving or exceeding established sales targets
- Develop and maintain referral relationships with CPAs, financial advisors, business consultants, and other strategic partners
- Partner with Marketing and internal stakeholders to support lead conversion and market growth initiatives
- Travel within the assigned territory to support client meetings, networking opportunities, and strategic partner development
- Deliver virtual and in-person presentations to executive-level decision-makers
- Maintain knowledge of accounting, finance, and business operations to effectively position BELAY’s services
- Utilize Salesforce, Gong Engage, and other sales tools to manage pipeline activity, forecast revenue, and maintain accurate customer records
Skills
- Demonstrated history of achieving or exceeding sales quotas and performance goals
- Experience generating new business opportunities through proactive outbound business development activities
- Experience selling consultative, relationship-based solutions involving multiple stakeholders and longer sales cycles
- Working knowledge of accounting and financial management concepts
- Experience developing referral partnerships that support recurring revenue growth
- Strong consultative selling, negotiation, presentation, and relationship-building skills
- Strong business and financial acumen with the ability to understand client needs and translate them into solutions
- Ability to build credibility and communicate effectively with executive-level decision-makers
- Strong organizational skills with the ability to manage multiple opportunities, priorities, and commitments
- Self-directed and results-oriented, with the ability to work effectively in a remote environment
- 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
- Regular local or regional travel within the assigned territory is required for client meetings, networking, and partner development, in addition to occasional travel for BELAY's annual company Summit and other business meetings
- 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
- Prolonged periods of sitting and computer use
- Frequent participation in virtual meetings
- Ability to communicate effectively through video conferencing, email, and phone
- 3+ years of successful B2B sales experience, preferably within financial services, accounting services, financial technology, ERP, bookkeeping, payroll, CFO advisory, or a related industry
- Proficiency with Salesforce or a comparable CRM platform
- Financial services, accounting, or related professional certification
- Bachelor's degree in finance, accounting, marketing, business, or a related field
Benefits
- Remote-first organization; this role is remote within the U.S.
Company Overview