Professional Services Consultant

Professional Services Consultant (Accounting SaaS)

Location: Remote (UK)

Salary: £55,000 – £65,000

Company Overview

A well-established provider of Accounting SaaS solutions is looking for a Professional Services Consultant to join its growing Professional Services team. The company is dedicated to equipping accounting firms with advanced software that enhances efficiency, automates processes, and enables data-driven decision-making.

With a strong reputation in the industry, they collaborate with accounting practices to deliver innovative financial data management and reporting tools.

This is a fantastic opportunity to be part of a leading technology provider, helping clients harness the full potential of their financial data through expert consultancy and seamless software integration.

Role Overview

The Professional Services Consultant will play a key role in helping accounting firms optimise their use of financial data through the company’s SaaS platform. This position requires a mix of technical expertise, financial data understanding, and strong client engagement skills to support clients in maximising the value of their data.

The successful candidate will have hands-on experience in implementing accounting software into accounting practices, ensuring seamless adoption and integration. They will assess client requirements, configure and deploy tailored data solutions, and provide expert guidance on best practices for financial data management. This role is fully remote, offering flexibility while working with accounting firms across the UK.

Professional Services Consultant (Accounting SaaS) – Key Responsibilities

• Work closely with accounting firms to understand their financial data requirements and implement solutions that align with their workflows.
• Lead the implementation of accounting software into accounting practices, ensuring smooth configuration, integration, and adoption.
• Provide expert advice on best practices for financial data management, automation, and reporting.
• Deliver training sessions, workshops, and support materials to help clients fully utilise the platform.
• Configure, customise, and optimise the company’s data-driven software to meet client needs.
• Assist with financial data migration, system integration, and validation to ensure smooth transitions.
• Support the use of cloud-based data tools and financial reporting technologies to enhance efficiency.
• Manage client projects from initial consultation through to post-implementation support, ensuring timely and effective delivery.
• Act as a trusted advisor, identifying opportunities to enhance data strategies and improve business insights.
• Collaborate with internal teams, including product and support, to refine processes and enhance platform functionality.
• Utilise financial data analysis tools and reporting frameworks (e.g., Power BI, SQL, Excel) to deliver insights and solutions.
• Keep up to date with industry trends, regulatory changes, and advancements in accounting technology.
• Gather client feedback and contribute to ongoing software development and feature improvements.

Professional Services Consultant (Accounting SaaS) – Required Skills and Experience

• Experience in financial data consultancy, data management, or data analysis, ideally within an accounting or SaaS environment.
• Proven experience implementing accounting software into accounting practices, ensuring successful adoption and integration.
• Strong proficiency in accounting software, financial data reporting, and cloud-based SaaS solutions.
• Hands-on experience with financial data visualisation tools (e.g., Power BI, Tableau) and database management (SQL, Excel).
• Background in financial data migration, system integration, or process automation within financial systems.
• Prior experience in a client-facing role, delivering tailored financial data and software solutions.
• Ability to translate complex financial data and system processes into practical insights for accountants.
• Strong communication skills, with the ability to lead training sessions and client presentations.
• Proven ability to manage multiple projects, ensuring smooth onboarding and software adoption.
• Experience working with cross-functional teams and external stakeholders to achieve business goals.
• A problem-solving mindset with a focus on delivering value to accounting firms.
• Previous experience within an Accounting SaaS company or exposure to financial technology solutions.
• Understanding of financial reporting, compliance, and advisory processes in accounting firms.
• Experience supporting clients through system transitions, financial data migrations, or software implementations.