Senior Financial Solutions Advisor

Job title Senior Financial Solutions Advisor

Department

Financial Solutions Sales

Reports to

SVP Revenue, Financial Solutions

Classification

Full-Time

Work Location

Remote / Local Travel

Travel Requirement

Travel Requirement: 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.

Job purpose

The Senior Financial Solutions Advisor drives new client acquisition for BELAY’s Financial Solutions division by generating, developing, and closing new business opportunities across BELAY’s accounting, payroll, tax, inventory management, and advisory solutions.

Serving as a consultative sales partner, this role identifies the financial and operational needs of small and mid-sized businesses, develops strategic relationships, and manages complex sales cycles from prospecting through close.

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.

• 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.



 

Minimum Qualifications

• 3+ years of successful B2B sales experience, preferably within financial services, accounting services, financial technology, ERP, bookkeeping, payroll, CFO advisory, or a related industry.

• 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.

 

Preferred Qualifications

• 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.



 

Skills & Competencies

• 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.

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.

Equal Employment Opportunity

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.