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- Tasks: Guide clients through onboarding and support them with the FYI platform.
- Company: FYI Software is transforming the accounting industry with innovative tech solutions.
- Benefits: Enjoy remote work flexibility, a collaborative culture, and opportunities for professional growth.
- Why this job: Be a strategic partner in client success while shaping best practices in a fast-paced environment.
- Qualifications: 5+ years in a similar role with experience in cloud technology transformations.
- Other info: Mentorship opportunities available to help you grow within the team.
The predicted salary is between 43200 - 72000 £ per year.
As a Senior Client Success Consultant, you’ll play a pivotal role in onboarding, nurturing, and supporting clients throughout their lifecycle with the FYI platform. You’ll act as a strategic partner to our clients, particularly in complex implementations, guiding them through technical and change management challenges, while ensuring long-term adoption and satisfaction.
You’ll 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 that elevate our service and team capabilities, including leading and delivering new projects.
- Own and deliver the onboarding process for clients, including complex and high-touch projects.
- Provide expert guidance during platform configuration and data migration (executed by our Migration Team), ensuring seamless transitions from legacy systems.
- Build strong, lasting relationships with clients through effective communication, proactive support, and a deep understanding of their needs.
- Deliver best-in-class customer service to support users throughout their journey with FYI.
- Identify and manage at-risk clients with tailored engagement plans to re-align and retain.
- Deliver clear, engaging training sessions via webinars, one-on-one sessions, and in-person presentations as required.
- Triage and resolve support issues by working with clients via email or ticketing systems to understand, troubleshoot, and resolve issues.
- Regularly contribute insights to product and content teams to help shape platform enhancements and user resources.
- Support the creation and refinement of training materials and content for various user levels and delivery channels.
- Mentor and support Client Success Consultants by providing guidance, sharing experience, and contributing to onboarding and training initiatives for new team members.
- Lead internal initiatives that promote knowledge sharing and elevate service quality across the team.
- Work on other Client Success and cross-functional projects as required.
At least 5 years' experience in a similar role leading accountancy practices through cloud technology transformations. Ability to manage multiple projects, meet deadlines, and work collaboratively in a remote team. Experience with practice management software and/or other document management software is highly valued.
About FYI Software: FYI is a leading tech company revolutionizing the accounting industry. Built by accountants, for accountants, our purpose-built platform automates document and practice management, freeing accountants from repetitive tasks so they can focus on what truly matters. Our mission is to be the most widely adopted and trusted software for accountants globally, offering seamless integration, proven ROI, and bulletproof security.
Passion: Our work is fueled by a genuine passion for innovation and excellence, ensuring we exceed expectations for our clients and ourselves.
Innovation: We bring together the brightest minds, delivering cutting-edge solutions that keep FYI and our clients ahead of the curve.
Joining FYI means being part of a collaborative, fast-moving team that is reshaping the future of accounting practices worldwide.
Contact Detail:
FYI Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Consultant - Technology Risk - Data
✨Tip Number 1
Familiarise yourself with the FYI platform and its features. Understanding how the software works and its benefits for clients will help you demonstrate your expertise during interviews and discussions.
✨Tip Number 2
Network with current or former employees of FYI to gain insights into the company culture and expectations. This can provide you with valuable information that can help you tailor your approach and show that you're a good fit.
✨Tip Number 3
Prepare to discuss specific examples from your past experience where you've successfully managed complex client relationships or led technology transformations. Highlighting these experiences will showcase your ability to excel in the role.
✨Tip Number 4
Stay updated on trends in technology risk and cloud solutions, particularly in the accounting sector. Being knowledgeable about industry developments will allow you to engage in meaningful conversations and demonstrate your commitment to continuous learning.
We think you need these skills to ace Senior Consultant - Technology Risk - Data
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client success and technology risk. Emphasise your ability to manage complex projects and your familiarity with practice management software.
Craft a Compelling Cover Letter: In your cover letter, express your passion for innovation and excellence in the accounting industry. Mention specific examples of how you've successfully onboarded clients or led technology transformations.
Showcase Your Communication Skills: Since the role involves building strong relationships with clients, provide examples in your application that demonstrate your effective communication skills and proactive support approach.
Highlight Mentorship Experience: If you have experience mentoring others, be sure to include this in your application. Discuss how you've contributed to team knowledge sharing and training initiatives, as this aligns with the responsibilities of the role.
How to prepare for a job interview at FYI
✨Understand the FYI Platform
Before your interview, make sure you have a solid understanding of the FYI platform and its features. Familiarise yourself with how it automates document and practice management, as this will help you discuss how you can contribute to client success and onboarding.
✨Showcase Your Project Management Skills
Be prepared to discuss your experience managing multiple projects simultaneously. Highlight specific examples where you've successfully led complex implementations or transformations, particularly in cloud technology, as this is crucial for the role.
✨Demonstrate Client Relationship Building
Think of examples that showcase your ability to build strong relationships with clients. Discuss how you've provided proactive support and tailored engagement plans to retain at-risk clients, as this aligns with the responsibilities of the position.
✨Prepare for Technical Questions
Since the role involves guiding clients through technical challenges, be ready to answer questions about data migration and platform configuration. Brush up on relevant technical knowledge and be prepared to explain how you would approach these tasks.
