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A leading tech company in the accounting industry seeks a Senior Client Success Consultant to onboard and support clients using their innovative software. This role demands strong communication skills, expertise in cloud technology, and the ability to manage multiple projects. If you're passionate about client success and innovation, join a collaborative team that's reshaping accounting practices.
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FYI
Guildford, United Kingdom
Other
Yes
3
06.06.2025
21.07.2025
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’ll play a pivotal role in onboarding, nurturing, and supporting clients throughout their lifecycle with the FYI platform. FYI is a dedicated platform for accountancy firms. You’ll act as a strategic partner to our clients, particularly in complex implementations, guiding them through technical and change management challenges, while ensuring long-term adoption and satisfaction.
You’ll also 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 that elevate our service and team capabilities, including leading and delivering new projects.
You'll need to be confident in your ability to share your expertise and understanding of how Accountants are using Document and Practice Management in their firms. Ideally, you’ll have experience having previously implemented CCH or other established Practice and Document management solutions.
Your Responsibilities:
Experience:
About FYI Software
FYI is a leading tech company revolutionizing the accounting industry. Built by accountants, for accountants, our purpose-built platform automates document and practice management, freeing accountants from repetitive tasks so they can focus on what truly matters. Our mission is to be the most widely adopted and trusted software for accountants globally, offering seamless integration, proven ROI, and bulletproof security.
At FYI, our values drive everything we do:
Joining FYI means being part of a collaborative, fast-moving team that is reshaping the future of accounting practices worldwide. If you're ready to make a difference and grow with us, we want to hear from you!