Senior Client Success Consultant (Remote - UK)

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

Job summary

Une entreprise technologique leader dans l'industrie comptable recherche un Consultant Senior en Réussite Client à distance au Royaume-Uni. Vous jouerez un rôle clé en guidant les clients à travers des transformations technologiques et en assurant leur succès avec la plateforme FYI. Si vous avez une expérience solide en gestion de documents et de pratiques, et que vous êtes passionné par le service client, rejoignez une équipe motivée pour révolutionner le secteur comptable.

Qualifications

• Au moins 5 ans d'expérience en transformation technologique des cabinets comptables.
• Capacité à gérer plusieurs projets et à travailler à distance.
• Compétences en communication pour articuler des informations complexes.

Responsibilities

• Gérer le processus d'onboarding des clients, y compris des projets complexes.
• Assurer la configuration de la plateforme et la migration des données.
• Rompre les relations avec les clients grâce à une communication efficace.

Skills

Communication

Gestion de projets

Support client

Négociation

Tools

Logiciels de gestion de documents

Job description

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Senior Client Success Consultant (Remote - UK), Plymouth

Client: FYI

Location: Plymouth, 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. FYI is a dedicated platform for accountancy firms. You will act as a strategic partner to our clients, particularly in complex implementations, guiding them 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 Head of Client Success, you will help shape best practices to elevate our service and team capabilities, including leading and delivering new projects.

It is important to have confidence in sharing your expertise and understanding of how Accountants use Document and Practice Management in their firms. Ideally, you will have experience with 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 expert 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, lasting relationships with clients through effective communication and proactive support.
• Deliver excellent customer service to support users throughout their journey with FYI.
• Identify and manage at-risk clients with tailored engagement plans to retain them.
• Advocate for best-practice platform usage to drive client success and efficiency.
• Deliver engaging training sessions via webinars, one-on-one sessions, and in-person presentations as needed.
• Work with clients via email or ticketing systems to troubleshoot and resolve support issues.
• Contribute insights to product and content teams to help improve platform features and user resources.
• Support the creation and refinement of training materials for various user levels.
• Drive continuous improvement in onboarding and success processes, documentation, and team knowledge sharing.
• Mentor and support Client Success Consultants, sharing experience and guiding onboarding and training initiatives.
• Lead initiatives that promote knowledge sharing and elevate service quality across the team.
• Contribute to strategic discussions with client insights and suggestions for innovation.
• Participate in other Client Success and cross-functional projects as needed.

Experience:

• At least 5 years' experience leading accountancy practices through cloud technology transformations.
• Ability to manage multiple projects, meet deadlines, and work collaboratively remotely.
• 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 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, with seamless integration, proven ROI, and security.

Our values:

• Ease: Making the complex simple with frictionless solutions.
• Empowerment: Giving accountants control over their tasks and business.
• Passion: Driven by innovation and excellence.
• Innovation: Delivering cutting-edge solutions to stay ahead.

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