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- Tasks: Lead digital change and cloud accounting migrations to enhance client experience.
- Company: Dynamic firm focused on innovative digital solutions and client satisfaction.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Join a team that values continuous improvement and offers excellent career growth.
- Why this job: Make a real impact by improving client onboarding and data quality.
- Qualifications: 5+ years in cloud accounting with Xero/QuickBooks and strong leadership skills.
The predicted salary is between 60000 - 75000 £ per year.
This role plays a central part in delivering client-facing digital change across the firm. You'll lead cloud accounting migrations, improve onboarding and automation, and help raise data quality and integration across our core systems — including Practice Engine, Filestore and Summa Tech. Your work will directly enhance client experience, efficiency, and compliance across the firm.
The main duties (but not limited to) are the following:
- Leading and delivering cloud accounting migrations to Xero and QuickBooks, including full ledger transfers, opening balance reconciliations, bank feed setup, app integrations, and go-live support.
- Running discovery workshops to understand client needs, map current processes, and design future-state workflows that reduce manual input and duplication.
- Managing client onboarding journeys (including Summa Tech) to improve turnaround times and create a strong first impression.
- Line-managing members of the Digital Services team, allocating work, coaching best practice, and overseeing quality assurance.
- Setting standards for documentation, workflows, checklists, and effective handovers to Accounts, Tax, Payroll and Bookkeeping teams.
- Championing high standards of data hygiene across Practice Engine and Filestore, ensuring records are complete, consistent, and audit-ready.
- Embedding compliant onboarding processes, including CDD/AML through Summa Tech, and supporting annual review cycles.
- Working closely with Partners and Managers to scope proposals, build business cases, and present solutions to clients and internal stakeholders.
- Tracking outcomes, identifying risks, and driving continuous improvement across digital services.
At least 5 years' experience delivering cloud accounting solutions using Xero and QuickBooks Online. Proven experience leading client-facing projects from discovery through to migration, cut-over and post-go-live support. Relevant practical experience is essential. Xero and/or QuickBooks Online certifications (Advanced preferred). Strong practical knowledge of ledger migrations, bank feeds, chart of accounts design, VAT setup, and the wider app ecosystem (data capture, expenses, payments). Experience line-managing, mentoring, and quality-checking the work of others. Confidence working with systems such as Practice Engine, Filestore and project management tools (e.g. Trello or similar). Experience using onboarding and automation platforms such as Summa Tech. Knowledge of KYC/AML workflows. Experience working in a professional services environment. Familiarity with Digita and/or Sage tax suites. Advanced Excel skills, including Power Query, for data transformation and validation. Excellent communication skills, with the ability to explain technical concepts clearly to both clients and colleagues.
Digital Services Manager (Client Facing) in Exeter employer: Delstad Recruitment
Contact Detail:
Delstad Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Digital Services Manager (Client Facing) in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Digital Services Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Showcase your skills in action! If you've led cloud accounting migrations or improved onboarding processes, consider creating a portfolio or case studies that highlight your achievements. This will give potential employers a clear picture of what you can bring to the table.
✨Tip Number 3
Prepare for interviews by practising common questions related to client-facing projects and digital services. Be ready to discuss your experience with Xero, QuickBooks, and any relevant tools like Practice Engine or Summa Tech. Confidence is key!
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are genuinely interested in joining our team. Plus, it makes it easier for us to keep track of your application and get back to you quickly.
We think you need these skills to ace Digital Services Manager (Client Facing) in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Digital Services Manager. Highlight your experience with cloud accounting migrations, client-facing projects, and any relevant certifications like Xero or QuickBooks. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about digital change and how you can enhance client experiences. Share specific examples from your past roles that demonstrate your ability to lead and innovate.
Showcase Your Communication Skills: Since this role involves explaining technical concepts to clients and colleagues, make sure your application reflects your communication prowess. Use clear, concise language and avoid jargon unless necessary. We appreciate straightforwardness!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at Delstad Recruitment
✨Know Your Cloud Accounting Inside Out
Make sure you brush up on your knowledge of Xero and QuickBooks Online, especially around ledger migrations and bank feeds. Be ready to discuss specific projects you've led, detailing the challenges faced and how you overcame them.
✨Showcase Your Client-Facing Experience
Prepare examples that highlight your experience in leading client-facing projects. Think about how you’ve run discovery workshops or improved onboarding processes, and be ready to explain how these experiences have enhanced client satisfaction.
✨Demonstrate Your Leadership Skills
Since this role involves line-managing a team, come prepared with examples of how you've coached others and ensured quality assurance in previous roles. Discuss your approach to mentoring and how you allocate work effectively.
✨Communicate Clearly and Confidently
Practice explaining technical concepts in simple terms, as you'll need to communicate effectively with both clients and colleagues. Consider doing mock interviews with friends to refine your communication style and ensure clarity.