Senior Client Success Consultant (Remote - UK)

JR United Kingdom; Norwich; Remote; GBP 50,000 - 70,000; Full time

Job summary

A leading tech company seeks a Senior Client Success Consultant to facilitate onboarding and client support throughout the lifecycle with their innovative platform. The role requires guiding clients through technical challenges and mentoring junior consultants. Ideal candidates will have extensive experience in cloud technology transformations, strong communication skills, and a passion for delivering exceptional client service.

Qualifications

• At least 5 years' experience leading accountancy practices through cloud technology transformations.
• Strong communication skills to articulate complex information simply.
• Experience with practice management or document management software is highly valued.

Responsibilities

• Own and deliver the onboarding process for clients, including complex projects.
• Provide guidance during platform configuration and data migration.
• Build strong relationships with clients through effective communication.

Skills

Communication

Project Management

Technical Knowledge

Tools

CCH

Document Management Software

Practice Management Software

Job description

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Senior Client Success Consultant (Remote - UK), Norwich

Location: Norwich, 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 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, ensuring long-term adoption and satisfaction.

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

Confidence in sharing your expertise and understanding of how Accountants use Document and Practice Management is essential. Ideally, you will have experience implementing CCH or other established Practice and Document management 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 from the platform
• Build strong relationships with clients through effective communication and proactive support
• Deliver excellent customer service throughout the client journey
• Identify and manage at-risk clients with tailored engagement plans
• Advocate for best-practice platform usage
• Deliver training sessions via webinars, one-on-one sessions, and in-person presentations
• Resolve support issues by working with clients via email or ticketing systems
• Contribute insights to product and content teams for platform improvements
• Support creation and refinement of training materials
• Drive continuous improvement in onboarding and success processes
• Mentor and support Client Success Consultants
• Lead initiatives promoting knowledge sharing and service quality
• Contribute to strategic discussions with client insights and suggestions
• Participate in other Client Success and cross-functional projects

Experience:

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

About FYI Software

FYI is a leading tech company revolutionizing the accounting industry. Built by accountants, for accountants, our platform automates document and practice management, enabling accountants to focus on what matters. Our mission 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 the complex simple and frictionless
• Empowerment: Giving accountants control over their tasks and business
• Passion: Driven by innovation and excellence
• Innovation: Delivering cutting-edge solutions

Join FYI to be part of a collaborative, fast-moving team reshaping accounting practices worldwide. We look forward to hearing from you!