Senior Client Success Consultant (Remote - UK)

JR United Kingdom; Coventry; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading tech company is seeking a Senior Client Success Consultant to lead client onboarding and support for its innovative platform aimed at accountants. This role involves mentoring consultants, managing complex implementations, and ensuring client satisfaction through excellent support and strategic guidance.

Qualifications

• Minimum 5 years leading accountancy practices through cloud technology.
• Strong communication skills to explain complex information simply.
• Ability to manage multiple projects collaboratively.

Responsibilities

• Own and deliver onboarding for clients, including complex projects.
• Implement success programs to drive adoption and measure value.
• Build strong client relationships through effective communication.

Skills

Communication

Project Management

Customer Service

Tools

Practice Management Software

Document Management Software

Job description

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Senior Client Success Consultant (Remote - UK), Coventry

Client: FYI

Location: Coventry, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

3

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 key role in onboarding, nurturing, and supporting clients throughout their lifecycle with the FYI platform, which is designed 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 also mentor consultants and contribute to the Onboarding team's knowledge sharing. Working closely with the Head of Operations (UK) and Head of Client Success, you will help shape best practices, lead new projects, and improve service quality.

It is important to have confidence in sharing your expertise and understanding how accountants use Document and Practice Management solutions. Experience with CCH or similar solutions is highly desirable.

Your Responsibilities:

• Own and deliver the onboarding process for clients, including complex projects
• Guide platform configuration and data migration, ensuring seamless transitions
• Implement post-live success programs to drive adoption and measure value
• Build strong client relationships through effective communication and support
• Provide excellent customer service throughout the client journey
• Manage at-risk clients with tailored engagement plans
• Promote best practices for platform usage
• Deliver training via webinars, one-on-one sessions, and in-person presentations
• Resolve support issues through email or ticketing systems
• Contribute insights for platform improvements and user resources
• Support creation of training materials
• Drive improvements in onboarding and success processes
• Mentor and support Client Success Consultants
• Lead initiatives to improve team knowledge sharing
• Participate in strategic discussions with client insights and suggestions
• Contribute to other Client Success projects as needed

Experience:

• Minimum 5 years' experience leading accountancy practices through cloud technology transformations
• Ability to manage multiple projects and work collaboratively remotely
• Strong communication skills, able to explain complex information simply
• Experience with practice management or document management software is highly valued

About FYI Software:

FYI is a tech company transforming the accounting industry with a platform that automates document and practice management. Built by accountants, for accountants, our purpose is to be the most trusted and widely adopted software for accountants globally, offering seamless integration, proven ROI, and security.

Our values include:

• Ease: Making complex tasks simple and frictionless
• Empowerment: Giving accountants control over their work
• Passion: Driven by innovation and excellence
• Innovation: Delivering cutting-edge solutions

Joining FYI means being part of a collaborative team shaping the future of accounting practices. If you're ready to make a difference, we want to hear from you!