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 assigne