Senior Client Success Consultant (Remote - UK)

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

Job summary

Join a leading tech company, FYI, as a Senior Client Success Consultant focusing on supporting accountants through cloud transformations. Your expertise will guide complex implementations, ensuring long-term client satisfaction while mentoring fellow consultants. This remote role enables you to make a significant impact on the accounting industry.

Qualifications

• Minimum 5 years' experience in accountancy practices.
• Ability to manage multiple projects remotely.
• Experience with practice management or document management software.

Responsibilities

• Deliver the onboarding process for clients, including complex projects.
• Conduct training and promote best practices for platform usage.
• Manage at-risk clients and resolve support issues.

Skills

Strong communication skills

Project management

Client relationship management

Technical capabilities

Job description

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Senior Client Success Consultant (Remote - UK), Wolverhampton

Client: FYI

Location: Wolverhampton, UK

Job Category: Other

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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 Head of Client Success, you will help shape best practices to elevate our service and team capabilities, including leading new projects.

Confidence in sharing your expertise and understanding of how accountants use Document and Practice Management is essential. Experience with implementing CCH or similar Practice and Document management solutions is highly desirable.

Your Responsibilities:

• Own and deliver the onboarding process for clients, including complex and high-touch projects
• Guide platform configuration and data migration, coordinating with our Migration Team
• Deliver post-live success programs to drive adoption and measure success
• Build strong relationships with clients through effective communication and understanding their needs
• Provide excellent customer service throughout the client journey
• Manage at-risk clients with tailored engagement plans
• Promote best practices for platform usage to ensure client success
• Conduct training via webinars, one-on-one sessions, and in-person presentations
• Resolve support issues through email or ticketing systems
• Contribute insights to improve platform and user resources
• Assist in creating training materials for various user levels
• Improve onboarding and success processes continually
• Mentor and support Client Success Consultants
• Lead initiatives to promote knowledge sharing and service quality
• Participate in strategic discussions and cross-functional projects

Experience:

• Minimum 5 years' experience leading accountancy practices through cloud transformations
• Ability to manage multiple projects remotely and meet deadlines
• Strong communication skills, capable of explaining complex information simply
• Experience with practice management or document management software is highly valued

About FYI Software:

FYI is a leading tech company transforming the accounting industry. Built by accountants, for accountants, our platform 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, offering seamless integration, proven ROI, and security.

Our values include:

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

Join FYI to be part of a dynamic team reshaping accounting practices worldwide. If you're ready to make an impact and grow with us, we want to hear from you!