Portfolio Careers

Discover jobs at leading B2B SaaS companies across the globe
Updata Partners
26
companies
114
Jobs

Insight Specialist - UK Key Accounts

First Insight

First Insight

Remote · Remote
Posted on Oct 3, 2024

BELAY is a growing and vibrant company that offers virtual staffing solutions in the areas of Virtual Assistants, Virtual Bookkeepers, Website Specialists, and Social Media Managers. With our main offices in Atlanta, GA, we are a fast-paced team of high performers that work extremely hard, but also know how to have a great time. Culture is a top priority and our values are lived out daily. Please find the position requirements listed below.

Job Purpose


The Director of Accounting Services will oversee vision, strategy, and growth across our Carolina and Dallas markets, offices, and teams. They guide expansion efforts and ensure cost-effectiveness, and operational efficiency while prioritizing organizational well-being. This role requires financial and accounting experience and includes managing day-to-day operations, team growth, client work, and quality assurance.

Duties and responsibilities

Represent BELAY in a positive and professional manner

  • Actively demonstrate and promote BELAY’s guiding principles daily.
  • Collaborate with and help teammates while maintaining a positive and professional attitude, fostering teamwork and unity.
  • Represent BELAY at all events and networking opportunities with exceptional professionalism and a desire to connect in ways that ultimately benefit both parties.
  • Maintain BELAY’s confidentiality all the while being privy to sensitive information.
  • Demonstrate integrity in all situations and interactions by answering questions honestly, taking responsibility for actions, and, as appropriate, following through on commitments.

Operational Excellence:

  • Manage hiring, training, and performance for location teams in collaboration with HR.
  • Ensure efficient service operations through AI and automation.
  • Implement continuous improvement initiatives to enhance service delivery.
  • Oversee SOP adherence, quality assurance, and process accountability.
  • Utilize data analytics for informed decision-making and performance tracking.
  • Supervise operations in Dallas and the Carolinas, including the Dallas office.
  • Guide the Dallas team in transitioning from on-site to remote work.
  • Align monthly budgets to meet financial goals and ensure overall company health.

Grow BELAY with Strategic Results-Based Leadership:

  • Drive revenue growth through strategic planning and financial analysis, maintaining sales contract standards and regulatory compliance.
  • Lead goal setting and project management, collaborating with leadership.
  • Develop key relationships to enhance BELAY’s brand presence in the market.
  • Utilize analytical skills for effective strategy implementation and industry forecasting.
  • Conduct coaching sessions for team development, balancing employee care with performance outcomes.
  • Enhance client experience through innovative practices and cultivate long-term relationships.
  • Align strategic goals with organizational objectives and collaborate across departments.

Qualifications

To excel in this role, candidates must demonstrate a blend of financial acumen, strategic leadership, and a proven track record of driving organizational success. The ideal candidate will possess the following qualifications:

  • BA/BS degree or equivalent work experience.
  • Financial or Accounting experience is required.
  • Must be a driven self-starter, a positive thinker, loyal, and trustworthy.
  • 5+ years of financial leadership experience.
  • 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 who is willing and able to “roll up the shirt sleeves” to get a project done when needed.
  • A high degree of autonomy with the capability of working remotely.

Working conditions

BELAY, as a virtual company, offers you the ability to work from home full-time. As such, a dedicated and secure workspace, free of distractions, is required. Our standard business hours are Monday-Friday. As a key member of the leadership team, this position initially requires 50% domestic travel each month (quarterly if residing in Dallas), which will transition to 25% over time.

This role is a full-time, exempt, W-2 role with our company. BELAY is a top-notch, vibrant company with an award-winning culture. Expect to have some fun while being highly engaged in your work. Expect to be a valued team player in a thriving, growing organization.

Physical requirements


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

Direct reports

Dallas

Director
Controllers
Senior Accountants
Accountant
Accounting Clerk Level III
Accounting Associate & Credentialist
Medical Billing & Admin Associate
Accounting and Operations Specialist & Operations Specialist

Carolinas

Director of CFO Services
CFOs