At a Glance
- Tasks: Help large organisations adopt software seamlessly and transform their workflows.
- Company: Join FreeAgent, a supportive tech company with a collaborative culture.
- Benefits: Enjoy 33 days holiday, flexible working, private healthcare, and more!
- Other info: Work-life balance with a 35-hour week and opportunities for career growth.
- Why this job: Make a real impact by guiding practices through software adoption and training.
- Qualifications: Experience in accounting or bookkeeping and familiarity with SaaS software.
The predicted salary is between 37500 - 46500 £ per year.
The role involves helping reduce the friction often associated with large-scale software adoption. You will have a dual pre-sales technical and post-sales implementation focus, acting as a trusted consultant who helps complex, large-scale organisations understand how FreeAgent can transform their workflows.
Day to day your role will involve:
- Pre-Sales & Technical Scoping
- Technical Discovery & Solution Design: Partner with sales team to conduct deep-dive operational discovery, mapping out a practice’s current software ecosystem, workflow hurdles, and mapping FreeAgent capabilities to their specific operational needs.
- Tailored Product Demonstrations: Deliver compelling, solution-led product demonstrations to senior practice partners, IT directors, and heads of department to articulate FreeAgent’s technical and commercial value.
- Objection Handling & Scoping: Overcome complex technical, security or operational objections during the sales cycle, providing definitive guidance on integrations, data flows, and workflow feasibility.
- Post-Sales Onboarding & Practice Integration
- Practice Workflow Architecture: Design and embed standardised "FreeAgent in-practice" operational processes, helping firms with their workflow, compliance routines, and client management practices.
- Implementation Project Management: Manage the end-to-end onboarding lifecycle for large practices, maintaining project plans, managing risks, setting milestones, and keeping key internal/external stakeholders aligned through to go-live.
- Client Migration Strategy: Guide practice teams through bulk data migration activities—defining data extraction templates, validation routines, reconciliation standards, and sign-off procedures to move clients smoothly onto FreeAgent.
- Training & Capability Building
- Structured Onboarding & Upskilling: Design and deliver tailored training sessions (workshops, webinars) for practice staff, bookkeepers, and client managers to build confidence and self-sufficiency.
- Best-Practice Toolkits: Build repeatable onboarding frameworks, migration playbooks, and training assets to accelerate time-to-value for newly signed practices.
- Cross-Functional Collaboration & Product Advocacy
- Internal Voice of the Practice: Capture recurring technical requirements, migration bottlenecks, and product enhancements from large and national accounting firms, delivering structured feedback to the sales, Product and Engineering teams.
- Continuous improvement: Providing regular updates on wins and lessons learned to both the Implementation and wider sales teams to facilitate knowledge sharing, process improvements and continuous upskilling.
You ideally have:
- Experience as a qualified, part-qualified or qualified by experience accountant or bookkeeper.
- Operational familiarity with how large national UK accounting practices operate.
- High level of computer-literacy and familiarity with SaaS software.
- Hands-on experience with data migrations.
- Experience working in an accounting practice environment is preferable.
Our work life promotes a strong work-life balance, with a 35 hour working week, and a collaborative Edinburgh HQ designed for distributed teams. We support each other and operate a no-blame culture.
This is a permanent, full-time role (Monday to Friday), combining field-based work with home working. Although nationwide travel is required, it will be most often across England.
Perks include:
- Annual starting salary of £37,500 - £43,000 per annum depending on experience, with room to progress to £46,500 within the band.
- 33 days holiday (and an extra day for each year you’re with us).
- Flexible/hybrid working.
- Private health care.
- Life assurance.
- 5% matched pension contributions.
- Summer 4 day weeks (giving you 8 additional days off!).
- Buy-as-you-earn share schemes.
- Sabbatical leave (unpaid).
- Cycle to work scheme.
- Wellness webinars.
- Focused learning time and learning budgets.
- Volunteering day.
FreeAgent is an equal opportunities employer, and we invest in our people and culture to ensure we have a happy, diverse and high-performing team.
Practice Implementation Consultant (Remote, field-based, England) employer: FreeAgent
FreeAgent is an exceptional employer that prioritises a strong work-life balance, offering a 35-hour working week and generous benefits such as 33 days of holiday, private healthcare, and flexible working arrangements. With a collaborative culture based in the vibrant city of Edinburgh, employees enjoy opportunities for professional growth and development, alongside a supportive environment that values diversity and continuous improvement.