Senior Client Success Consultant (Remote - UK)

JR United Kingdom; Bradford; Remote; GBP 45,000 - 65,000; Full time

Job summary

A leading tech company in the accounting industry is seeking a Senior Client Success Consultant to remotely manage client onboarding and support processes in Bradford. The successful candidate will foster client relationships while guiding them through complex implementations of the FYI platform, ensuring satisfaction and successful adoption. A strong background in practice management software and client engagement is essential.

Qualifications

• Minimum 5 years' experience with accountancy practices and cloud technology transformations.
• Experience with practice management or document management software preferred.
• Ability to manage multiple projects and work remotely.

Responsibilities

• Own and deliver the onboarding process for clients, including complex projects.
• Build strong relationships with clients and deliver excellent customer service.
• Conduct training and resolve support issues.

Skills

Communication

Project Management

Client Relationship Management

Tools

Practice Management Software

Document Management Solutions

Job description

Social network you want to login/join with:

Senior Client Success Consultant (Remote - UK), Bradford

Client:

FYI

Location:

Bradford, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

Job Description:

Please note: All applicants must be based in the United Kingdom and be prepared to undergo a screening check.

Your Role:

As a Senior Client Success Consultant, you will play a pivotal role in onboarding, nurturing, and supporting clients throughout their lifecycle with the FYI platform, a dedicated platform for accountancy firms. You will act as a strategic partner, especially in complex implementations, guiding clients through technical and change management challenges to ensure long-term adoption and satisfaction.

You will mentor consultants and share knowledge within the Onboarding team. Working closely with the Head of Operations (UK) and Head of Client Success, you will help shape best practices to elevate our service and team capabilities, including leading new projects.

You should be confident in sharing your expertise and understanding of how Accountants use Document and Practice Management solutions, ideally with experience implementing CCH or similar solutions.

Your Responsibilities:

• Own and deliver the onboarding process for clients, including complex and high-touch projects.
• Provide guidance during platform configuration and data migration, ensuring seamless transitions from legacy systems.
• Deliver post-live success programs to drive adoption, measure success, and realize value.
• Build strong relationships with clients through effective communication and understanding their needs.
• Deliver excellent customer service throughout the client journey.
• Manage at-risk clients with tailored engagement plans to retain them.
• Promote best-practice platform usage to enhance client success.
• Conduct training via webinars, one-on-one sessions, and in-person presentations.
• Resolve support issues by troubleshooting with clients via email or ticketing systems.
• Contribute insights to product and content teams for platform improvements.
• Create and refine training materials for various user levels.
• Improve onboarding and success processes, documentation, and team knowledge sharing.
• Mentor and support Client Success Consultants and contribute to onboarding initiatives.
• Lead initiatives to promote knowledge sharing and elevate service quality.
• Participate in strategic team discussions with client insights and suggestions.
• Work on other Client Success and cross-functional projects as needed.

Experience:

• Minimum 5 years' experience leading accountancy practices through cloud technology transformations.
• Ability to manage multiple projects, meet deadlines, and work remotely in a team.
• Strong communication skills, capable of articulating complex information clearly.
• Experience with practice management or document management software is highly valued.

About FYI Software:

FYI is a leading tech company transforming the accounting industry with a platform that automates document and practice management, enabling accountants to focus on value-added tasks. Our mission is to be the most trusted and widely adopted software for accountants globally, with seamless integration, proven ROI, and security.

Our values:

• Ease: Simplifying complex processes for easy onboarding, integration, and automation.
• Empowerment: Giving accountants control over their tasks and business.
• Passion: Driven by innovation and excellence.
• Innovation: Delivering cutting-edge solutions for our clients.

Joining FYI means being part of a collaborative, fast-moving team shaping the future of accounting practices worldwide. If you're ready to make a difference and grow with us, we want to hear from you!