BELAY

Revenue Operations

• Provide proactive, high-level support to the Chief Revenue Officer
• Act as a liaison to internal teams, clients, contractors, and partners
• Manage complex calendaring, appointments, and meetings
• Plan and manage internal team meetings, events, off-sites, and recognition initiatives
• Manage executive travel including flights, ground transportation, hotels and meals
• Draft and manage internal and external communications with discretion
• Support the CRO’s brand through podcasts, webinars, interviews, and social media
• Prepare and track expense reports and departmental budgets
• Lead or coordinate cross-functional projects on behalf of the CRO
• Identify operational inefficiencies and propose improvements

Executive Assistant – Chief Revenue Officer

Accounting Manager

• Own the accounts receivable (AR) and accounts payable (AP) functions
• Provide support to clients, contractors, and internal teams
• Manage all Accounts Receivable-related transactions
• Review invoices for accuracy and resolve discrepancies
• Responsible for all Accounts Payable-related transactions
• Timely review and resolution of contractor invoice exceptions
• Take ownership of resolving discrepancies in financial records

Accounting Specialist

Sales Development Rep

• Conduct warm outreach via phone, email, and LinkedIn to re-engage dormant leads and Marketing Qualified Leads (MQLs).
• Lead consultative sales conversations to understand prospect needs, present tailored solutions, address objections, and close business.
• Utilize Salesforce to manage outreach activity, track pipeline progression, and maintain accurate records.
• Nurture early-stage leads through strategic, value-driven communication.
• Partner with Solutions Consultants and Marketing to enhance lead conversion rates and ensure message alignment.
• Consistently meet or exceed weekly outreach, meeting, and conversion goals.
• Provide insights and feedback on lead quality, market trends, and campaign effectiveness.
• Represent BELAY with professionalism, enthusiasm, and a brand-aligned presence.
• Manage the full sales cycle — from initial outreach through follow-up, conversion, and close.

Sales Development Representative – Assistant Solutions

• Conduct warm outreach via phone, email, and LinkedIn to re-engage dormant leads and Marketing Qualified Leads (MQLs)
• Lead consultative sales conversations to understand prospect needs, present tailored solutions, address objections, and close business
• Utilize Salesforce to manage outreach activity, track pipeline progression, and maintain accurate records
• Nurture early-stage leads through strategic, value-driven communication
• Partner with Solutions Consultants and Marketing to enhance lead conversion rates and ensure message alignment
• Consistently meet or exceed weekly outreach, meeting, and conversion goals
• Provide insights and feedback on lead quality, market trends, and campaign effectiveness
• Represent BELAY with professionalism, enthusiasm, and a brand-aligned presence
• Manage the full sales cycle — from initial outreach through follow-up, conversion, and close

Sales Development Representative – Financial Solutions

Sales

• Lead, mentor, and develop a team of Assistant Solutions Sales Representatives to achieve individual and team performance goals.
• Conduct regular 1:1s, funnel reviews, and performance check-ins focused on skill development and accountability.
• Foster a culture of excellence, transparency, and collaboration aligned with BELAY’s core values.
• Identify and address coaching opportunities through call reviews, conversion data, and win/loss analysis.
• Interview, onboard, and train new Sales Team members to ensure a strong start and continued success.
• Oversee the full sales cycle for SDRs and Solutions Consultants across Assistant Solutions MQLs, SQLs, and prospecting activities.
• Manage forecasting, funnel health, and conversion metrics in Salesforce to ensure accurate, predictable results.
• Ensure consistent execution of BELAY’s consultative sales methodology to uncover client needs and position virtual staffing solutions effectively.
• Drive consistent, high-quality follow-up communication post-call to improve opportunity-to-close ratios.
• Partner with Marketing to enhance lead quality, touchpoint strategy, and MQL-to-SQL conversion rates.
• Collaborate with Financial Solutions Sales and Client Relations teams to identify and advance cross-sell opportunities.
• Analyze pricing objections, win rates, and buyer trends to support data-driven recommendations to leadership.
• Partner with other Sales Managers to promote alignment, communication, and collaboration across departments.
• Track, analyze, and report on key sales metrics, including lead-to-call, call-to-opportunity, and close rates.
• Ensure CRM accuracy, data integrity, and adherence to established processes.
• Contribute to forecasting and leadership reporting for weekly, monthly, and quarterly planning.

Sales Manager – Assistant Solutions

Human Resources

• Lead the strategic and operational functions of Human Resources department
• Oversee compensation, benefits, payroll, employment practices, compliance
• Drive scalable people strategies that support company growth and integration
• Foster a positive team environment while maintaining confidentiality
• Build cross-departmental partnerships promoting collaboration and alignment

Director of Human Resources

Financial Planning and Analysis

• Lead the seamless integration of new clients into our accounting systems and workflows
• Act as a trusted advisor delivering expert accounting guidance
• Build trusted relationships delivering proactive solutions
• Design scalable processes ensuring smooth client onboarding
• Manage, coach, and mentor direct reports for their growth

Accounting Manager – Onboarding, Financial Solutions

• Serve as the first point of escalation for day-to-day client inquiries and accounting issues
• Deliver accurate, timely, and actionable financial reporting
• Identify accounting or process challenges, recommend data-driven solutions, and communicate changes clearly
• Execute and oversee core accounting functions
• Maintain organized, accurate financial records in QuickBooks Online
• Support Accounting Managers in mentoring and developing Staff Accountants

Senior Accountant – Financial Solutions

• Accounts Payable
• Accounts Receivable
• Payroll
• Account Reconciliation
• Sales Tax
• Cash Flow Management
• Accounting-related email communication on behalf of the client
• Represent BELAY Financial with a high-level of professionalism in all communications

Staff Accountant – Financial Solutions

• Support multiple client accounts as part of an accounting team
• Handle Accounts Payable, Accounts Receivable, Payroll, and Account Reconciliation
• Act as the primary contact for accounting-related communications
• Collaborate with clients to gather necessary information and ensure a seamless transition

Staff Accountant – Onboarding, Financial Solutions

• play a key role in delivering exceptional tax services and strengthening client relationships
• combine hands-on tax preparation with higher-level technical review, proactive planning, and mentorship of staff
• serve as a primary point of contact for assigned clients, delivering timely, high-quality service
• prepare and review complex individual, partnership, and corporate tax returns
• conduct tax planning and projections for individuals and businesses throughout the year
• research and resolve tax issues, including correspondence with the IRS and state agencies
• identify and recommend tax-saving opportunities and process improvements
• build and maintain strong, collaborative relationships with clients and internal teams
• review tax returns and workpapers prepared by staff, ensuring accuracy and compliance
• support Tax Managers and Director with technical research and special projects
• stay current on tax law changes, ensuring clients and team members are informed of relevant updates
• provide guidance and feedback to staff accountants, promoting professional growth and development
• assist in training team members on technical and procedural topics
• contribute ideas for improving internal processes and leveraging technology for efficiency

Senior Tax Accountant – Financial Solutions

• Help drive the success of tax engagements, ensuring high-quality service for clients
• Manage all aspects of tax compliance, planning, and consulting
• Lead a team of tax professionals, providing guidance, mentorship, and development
• Supervise and support a team of tax professionals, including senior associates and staff accountants
• Manage workloads to ensure team members meet deadlines and deliver accurate work
• Conduct regular performance reviews, providing constructive feedback and identifying professional development opportunities
• Develop and implement training programs to strengthen the technical skills and knowledge of the tax team
• Assist in managing a portfolio of clients, ensuring timely delivery of tax compliance, planning, and consulting services
• Build and maintain strong client relationships, understanding unique needs and providing tailored tax solutions
• Review and assist in the preparation of complex tax returns for individuals, corporations, partnerships, trusts, and tax-exempt organizations
• Ensure compliance with federal, state, and local tax regulations

Tax Manager – Financial Solutions

• Supervise and support a team of tax professionals, including senior associates and staff accountants
• Manage workloads to ensure team members meet deadlines and deliver accurate work
• Conduct regular performance reviews, providing constructive feedback and identifying opportunities for professional development
• Develop and implement training programs to strengthen the technical skills and knowledge of the tax team
• Serve as a mentor and coach, offering career guidance and support to team members
• Ensure compliance with federal, state, and local tax regulations, identifying opportunities for tax savings and mitigating risks
• Review and assist in the preparation of complex tax returns for individuals, corporations, partnerships, trusts, and tax-exempt organizations
• Collaborate with the Tax Director to identify and pursue opportunities for additional services and business growth with existing clients

Tax Manager

• Deliver exceptional tax services and strengthen client relationships
• Prepare and review complex individual, partnership, and corporate tax returns
• Conduct tax planning and projections for individuals and businesses
• Research and resolve tax issues, including correspondence with the IRS and state agencies
• Identify and recommend tax-saving opportunities and process improvements
• Review tax returns and workpapers prepared by staff, ensuring accuracy and compliance
• Provide guidance and feedback to staff accountants, promoting professional growth and development
• Manage multiple client projects simultaneously, meeting deadlines with strong attention to detail

Senior Tax Accountant

Account Manager

• Craft and execute strategies to build and nurture partnerships
• Identify and evaluate potential partners and sponsors
• Negotiate agreements and oversee execution of initiatives
• Collaborate with internal teams to deliver campaigns

Partnership Manager – Financial Solutions

• Lead the seamless integration of new clients into accounting systems and workflows
• Serve as a strategic advisor and fractional CFO to clients
• Build trusted relationships and deliver expert accounting guidance
• Design scalable processes that drive client growth, compliance, and profitability
• Manage multiple onboarding engagements simultaneously
• Anticipate risks and implement solutions for onboarding projects
• Manage, coach, and mentor direct reports to accelerate their growth

Accounting Manager – Onboarding

• Serve as the first point of escalation for day-to-day client inquiries and accounting issues
• Deliver accurate, timely, and actionable financial reporting
• Identify accounting or process challenges, recommend data-driven solutions
• Support Staff Accountants in daily operations and professional development
• Execute and oversee core accounting functions, including Month-end revenue entries
• Maintain organized, accurate financial records in QuickBooks Online and other client systems
• Review work prepared by Staff Accountants, ensuring accuracy and providing coaching as needed

Senior Accountant

Account Executive

• Provide executive-level support to the Director of Sales
• Manage administrative tasks and team logistics
• Represent the company in virtual and in-person interactions
• Act as a liaison to the team, clients, contractors, and partners
• Anticipate the Director’s needs and manage tasks proactively
• Coordinate executive travel logistics
• Maintain sales metrics and dashboards
• Prepare and file weekly expense reports
• Plan and execute internal team meetings and events

Sales Executive Assistant

Graphics Designer

• Deliver high-quality design solutions that support BELAY’s marketing initiatives across all channels and campaigns.
• Collaborate with the marketing team to produce content for social media, email campaigns, websites, presentations, and other creative assets.
• Manage multiple design projects simultaneously, balancing priorities, validating concepts, and meeting deadlines.
• Design intuitive, user-focused experiences for BELAY websites and landing pages, including wireframes, prototypes, and visual mockups using Figma, Adobe XD, or Sketch.
• Optimize digital assets and web content for search performance, leveraging tools such as Google Analytics, SEMrush, or Yoast SEO.
• Collaborate with external design contractors and vendors to maintain brand consistency and quality.
• Explore and adopt new design technologies, trends, and methods to improve creative output and efficiency.

Graphic Designer

Operations

• support the Director of Technology Operations by managing communication, scheduling, documentation, and project coordination
• administer key technology systems across BELAY
• support task and project management, including meeting preparation, team initiatives, and professional development activities
• manage travel arrangements, expenses, and reimbursements
• maintain and regularly audit leadership dashboards, reports, SOPs, and team documentation for accuracy and visibility
• respond to internal support requests via the ticketing system, resolving or escalating as needed
• manage BELAY’s device lifecycle: ordering, tracking, updating, maintaining, and retiring hardware using Salesforce and MDM
• assist in testing and implementing new technologies, tools, and integrations across BELAY.

Technology Operations Administrator

• Staff Accountants at BELAY play a pivotal role in delivering exceptional service to our financial solutions clients.
• Support multiple client accounts and serve as integral members of each client’s accounting team.
• Professionally represent the company in all virtual and in-person interactions.
• Collaborate with the team to drive account clean-up initiatives and actively engage in client meetings.
• Accounts Payable, Accounts Receivable, Payroll, Account Reconciliation, Sales Tax, Cash Flow Management, Accounting-related email communication on behalf of the client.

Staff Accountant – Onboarding

• Provide vital administrative support to the Director of Human Resources and the broader HR team
• Coordinate key processes, communication, and team initiatives
• Manage complex scheduling by prioritizing appointments based on business needs
• Confirm all meeting logistics in advance, including time zones, locations, contact information, notes, and agendas
• Coordinate domestic and international travel arrangements
• Draft internal and external communications while maintaining confidentiality and professionalism
• Assist with onboarding projects and ensure a consistent, high-quality experience for all new employees
• Manage HR ticketing requests in SFDC, ensuring timely completion

HR Team Administrator

• Serve as trusted advisors and fractional Controllers for small- to mid-sized business clients
• Lead client relationships, aligning financial services with client goals for growth, profitability, and compliance
• Serve as the primary point of contact and trusted advisor for clients, leading financial review calls
• Act as the escalation point for all client accounting matters and provide guidance on accounting decisions
• Provide proactive insight, identifying risks, opportunities, and compliance considerations to support client growth
• Monitor client profitability and engagement performance, recommending value-added services and resources
• Partner cross-departmentally to ensure client needs are met with professionalism and timeliness
• Lead, coach, and develop Senior and Staff Accountants, set expectations, provide feedback, and conduct performance reviews
• Assign and oversee work to balance efficiency, accuracy, and growth opportunities; support recruiting, hiring, and onboarding
• Identify and implement process improvements that enhance efficiency while maintaining compliance
• Lead training, develop resources, and contribute to firm-wide knowledge; advance internal initiatives supporting strategic goals
• Stay informed on industry trends and bring insights to leadership for continued growth and innovation

• Support multiple client accounts and serve as integral members of each client’s accounting team
• Act as primary point of contact for day-to-day accounting matters and participate in regular client meetings
• Accounts Payable
• Accounts Receivable
• Payroll
• Account Reconciliation
• Sales Tax
• Cash Flow Management
• Accounting-related email communication on behalf of the client
• Represent BELAY Financial with a high-level of professionalism in all communications
• Work Monday-Friday business hours with occasional travel for some roles

Staff Accountant

• Source and attract candidates using job boards, job fairs, social media, staffing partnerships, and referrals
• Screen and interview potential candidates based on BELAY's qualifications, advancing only high-caliber candidates
• Manage the recruiting process to meet or exceed company metrics for interviews, skills assessments, and post-assessment interviews
• Oversee contractors during their onboarding and placement processes and promote BELAY culture
• Recommend top contractor choices to Client Success Consultants or the BELAY Financial Team
• Maintain and audit the contractor roster; manage contract terminations as needed
• Provide feedback and recommendations regarding candidate trends, market insight, contract extensions, placements, and terminations
• Liaise with Talent Ops Coordinator to optimize application forms, assessments, requirements, and qualifications
• Track weekly and monthly metrics, attend scheduled meetings, and effectively use corporate systems (Salesforce, ATS, scheduling tools)
• Serve as backup for Talent team members and collaborate with cross-functional teams as needed

Talent Specialist, Accounting Services

• Develop and implement enterprise-wide strategies that deliver high-impact, measurable results aligned with organizational goals.
• Clearly communicate strategic objectives to align cross-functional teams and foster organizational cohesion.
• Lead the execution of strategic initiatives through effective team-based project management.
• Empower and hold team members accountable for achieving performance targets and contributing to company success.
• Apply strategic thinking and risk analysis to influence short- and long-term organizational direction.
• Partner with leadership to drive continuous improvement, solve complex problems, and enhance service delivery.
• Coach and develop leaders and staff to focus on high-value, goal-aligned activities.
• Conduct regular one-on-one meetings to provide coaching, feedback, and support employee growth and retention.
• Stay current on industry trends, regulations, and best practices through ongoing professional development and networking.
• Promote a collaborative environment by seeking feedback and modeling self-awareness and accountability.
• Delegate effectively to optimize team resources, productivity, and time management.
• Use data-driven insights to inform decisions, identify business intelligence, and focus on actionable priorities.
• Anticipate industry and workplace shifts, implementing proactive solutions to meet emerging needs.
• Departmental Responsibilities Achieve departmental goals aligned with company priorities, including growth, client retention, engagement duration, and overall satisfaction.
• Develop and analyze performance reports to support data-driven decisions and track progress against strategic objectives.
• Define and execute a strategic vision for the Accounting Services Department, ensuring all roles contribute to enhanced client value.
• Oversee and refine processes and procedures to ensure operational efficiency, accuracy, and consistency across the team.
• Ensure compliance with data security protocols to protect client and company information.
• Partner with the Vice President of Accounting Services to establish and monitor departmental goals and key performance indicators (KPIs).
• Supervise daily operations to ensure service excellence and alignment with performance expectations.
• Build and maintain a high-performing team through effective hiring, continuous training, and resource support.