Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help accounting firms optimise financial data using our innovative SaaS platform.
- Company: Join a leading provider of Accounting SaaS solutions with a strong industry reputation.
- Benefits: Enjoy remote work flexibility and the chance to make a real impact in the finance sector.
- Why this job: Be part of a dynamic team, enhancing client success through expert consultancy and cutting-edge technology.
- Qualifications: Experience in financial data consultancy and implementing accounting software is essential.
- Other info: This role offers opportunities for professional growth and collaboration with top industry experts.
The predicted salary is between 44000 - 52000 £ per year.
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.
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.
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.
- 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.
Professional Services Consultant employer: YourPrime
Contact Detail:
YourPrime Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Professional Services Consultant
✨Tip Number 1
Familiarise yourself with the specific accounting software and SaaS solutions that the company uses. This will not only help you understand their products better but also allow you to speak confidently about how you can implement these solutions for clients.
✨Tip Number 2
Network with professionals in the accounting and SaaS industries. Attend webinars, join relevant LinkedIn groups, or participate in online forums to connect with others who may have insights or connections that could help you land this role.
✨Tip Number 3
Prepare to discuss your previous experiences in client-facing roles, particularly how you've successfully implemented software solutions in accounting practices. Be ready to share specific examples that highlight your problem-solving skills and ability to manage projects.
✨Tip Number 4
Stay updated on the latest trends in financial technology and data management. Being knowledgeable about industry advancements will demonstrate your commitment to continuous learning and your ability to provide valuable insights to clients.
We think you need these skills to ace Professional Services Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial data consultancy and SaaS implementations. Use specific examples that demonstrate your ability to manage projects and deliver tailored solutions.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their needs, particularly in implementing accounting software and providing client support.
Showcase Technical Skills: Emphasise your proficiency in financial data visualisation tools like Power BI and SQL. Include any relevant certifications or training that showcase your technical expertise in accounting software.
Highlight Client Engagement Experience: Detail your experience in client-facing roles, focusing on how you've successfully led training sessions and workshops. This will demonstrate your ability to communicate complex information effectively.
How to prepare for a job interview at YourPrime
✨Showcase Your Technical Expertise
Make sure to highlight your hands-on experience with accounting software and financial data management tools during the interview. Be prepared to discuss specific projects where you successfully implemented solutions, as this will demonstrate your technical proficiency and understanding of the SaaS environment.
✨Understand Client Needs
Since the role involves working closely with accounting firms, it's crucial to show that you can assess client requirements effectively. Prepare examples of how you've previously tailored solutions to meet specific client needs, and be ready to discuss your approach to understanding and addressing their workflows.
✨Communicate Clearly and Confidently
Strong communication skills are essential for this position. Practice explaining complex financial data concepts in simple terms, as you'll need to lead training sessions and client presentations. Consider doing mock interviews to refine your ability to convey information clearly and confidently.
✨Demonstrate a Problem-Solving Mindset
Be prepared to discuss challenges you've faced in previous roles and how you overcame them. This could involve system integrations or data migrations. Highlighting your problem-solving skills will show that you're capable of delivering value to accounting firms and can adapt to various situations.
