Practice Implementation Consultant (Remote, field-based, England)

FreeAgent Holdings Ltd.; City of Edinburgh; Hybrid; GBP 38,000 - 47,000; Full time

Benefits offered by this job

Hybrid working

Private health care

Pension

Job summary

FreeAgent Ltd. is seeking a Software Trainer - Accounting for a remote UK role that blends pre-sales technical work with post-sales implementation.

You will support with solution scoping, design workflows, and tailor product demonstrations to win large-scale practice opportunities and enterprise deals. During implementation you’ll oversee onboarding, create SOPs, deliver staff training, and manage client migrations to FreeAgent, collaborating with Sales, Account Management and Product

Qualifications

• Qualified, part-qualified or qualified by experience accountant or bookkeeper.
• Familiarity with large national UK accounting practices.

Responsibilities

• Technical Discovery & Solution Design: Partner with sales team to conduct deep-dive operational discovery.
• Tailored Product Demonstrations: Deliver demonstrations to senior practice partners and IT directors.
• Objection Handling & Scoping: Address technical or security objections; advise on integrations and data flows.
• Practice Workflow Architecture: Design standardised onboarding and client workflows for FreeAgent.
• Implementation Project Management: Oversee end-to-end onboarding for large practices; manage plans and risks.
• Client Migration Strategy: Guide bulk data migration activities with templates and validation.
• Structured Onboarding & Upskilling: Create and deliver tailored training sessions for staff and managers.
• Best-Practice Toolkits: Build onboarding playbooks and training assets.
• Internal Voice of the Practice: Collect requirements and feedback for product enhancements.
• Continuous Improvement: Share wins and lessons learned with teams for process and skill-ups.

Skills

Accounting background

SaaS literacy

Data migrations

UK accounting practices

Job description

Software Trainer - Accounting (Remote, field-based, England)

Department: Sales

Employment Type: Permanent - Full Time

Location: Remote UK

Reporting To: Ben Morley

Compensation: £37,500 - £46,500 / year

Description

The role As a Software Trainer your main purpose is to help reduce the friction often associated with large-scale software adoption. You won’t just be demonstrating software; you will have a dual pre-sales technical and post-sales implementation focus, acting as a trusted consultant who helps complex, large-scale organisations understand how FreeAgent can transform their workflows.

Pre-sales, working side-by-side with our sales executives, you will act as the trusted technical specialist. You will support with solution scoping, workflow design, and tailor product demonstrations to win large-scale practice opportunities and enterprise deals.

During implementation you’ll have the oversight required to ensure those firms move seamlessly from "prospect" to "onboarded" and continue on their way to becoming happy and successful long-standing customers. You will project manage the end-to-end practice onboarding experience, design standard operating procedures (SOPs), deliver high-impact staff training, and oversee large-scale client migrations to FreeAgent.

This is a pivotal role bringing Sales, Account Management and Product Engineering together to nurture seamless software adoption by our large/ national Practice Partners, enabling long-term partner success.

Day to day your role will involve:

• Technical Discovery & Solution Design: Partner with sales team to conduct deep-dive operational discovery, mapping out a practice’s current software ecosystem, workflow hurdles, and mapping FreeAgent capabilities to their specific operational needs.


• Tailored Product Demonstrations: Deliver compelling, solution-led product demonstrations to senior practice partners, IT directors, and heads of department to articulate FreeAgent’s technical and commercial value.


• Objection Handling & Scoping: Overcome complex technical, security or operational objections during the sales cycle, providing definitive guidance on integrations, data flows, and workflow feasibility.


• Practice Workflow Architecture: Design and embed standardised "FreeAgent in-practice" operational processes, helping firms with their workflow, compliance routines, and client management practices.


• Implementation Project Management: Manage the end-to-end onboarding lifecycle for large practices, maintaining project plans, managing risks, setting milestones, and keeping key internal/external stakeholders aligned through to go-live.


• Client Migration Strategy: Guide practice teams through bulk data migration activities—defining data extraction templates, validation routines, reconciliation standards, and sign-off procedures to move clients smoothly onto FreeAgent.


• Structured Onboarding & Upskilling: Design and deliver tailored training sessions (workshops, webinars) for practice staff, bookkeepers, and client managers to build confidence and self-sufficiency.


• Best-Practice Toolkits: Build repeatable onboarding frameworks, migration playbooks, and training assets to accelerate time-to-value for newly signed practices.


• Internal Voice of the Practice: Capture recurring technical requirements, migration bottlenecks, and product enhancements from large and national accounting firms, delivering structured feedback to the sales, Product and Engineering teams.


• Continuous improvement: Providing regular updates on wins and lessons learned to both the Implementation and wider sales teams to facilitate knowledge sharing, process improvements and continuous upskilling.

You

Ideally you'll have:

• Experience as a qualified, part-qualified or qualified by experience accountant or bookkeeper


• Operational familiarity with how large national UK accounting practices operate


• High level of computer-literacy and familiarity with SaaS software


• Hands-on experience with data migrations


• Experience working in an accounting practice environment is preferable

Our work life

We believe in a strong work-life balance, we don’t work long hours (35 hour working week), and we have a fabulous Edinburgh HQ expertly designed for collaboration including high-quality A/V equipment to provide a great experience for distributed teams.

At FreeAgent, we support each other and operate a no-blame culture. Our mindset is: work hard, be nice to people, and the rest will sort itself out!

Work pattern for this role

This is a permanent, full time role (Monday to Friday).

This is a UK-based remote role, combining field-based work with home working. Although nationwide travel is required, travel will be most often across England. There will be regular contact and trips to head office sited at Edinburgh Quay (convenient for Haymarket train station and airport links).

One last thing, FreeAgent is moving house! Next year we’ll be moving to our swanky new pad to the west of Edinburgh, with superb employee facilities and close to multiple transport links. We’ll share more details with you as you go through the hiring process.

Perks

Annual starting salary of £37,500 - £43,000 per annum depending on experience, with room to progress to £46,500 within the band. (Details on London weighting and car allowance can be provided at phone interview)

Our starting salaries typically leave some opportunity for growth within the band as salaries are linked to performance expectations to nurture our culture of fairness, learning and development.

We pride ourselves on creating a fantastic place to work, with benefits and perks including (but not limited to!) the following:

• 33 days holiday (and an extra day for each year you're with us)


• Flexible/hybrid working


• Private health care


• Life assurance


• 5% matched pension contributions


• Summer 4 day weeks (giving you 8 additional days off!)


• Buy-as-you-earn share schemes


• Sabbatical leave (unpaid)


• Cycle to work scheme


• Wellness webinars


• Focused learning time and learning budgets


• Volunteering day

Find out more about our benefits package here!

Tempted to apply? Read about the hiring process for this role so you know what to expect.