Senior Customer Success Accounting Consultant
Core
Senior Legal Accounting Consultant providing expert accounting consultancy, compliance guidance, and bookkeeping support to law firms in the UK using Clio's suite of products.
Role type
Senior IC customer success consultant (accounting domain)
Builds
Clio's legal accounting products and workflows for UK law firms
Domain
Legal technology + UK accounting and compliance
Required skills
UK accounting principles, client money compliance (SRA Accounts Rules), VAT treatment for law firms, accounting software configuration (Xero, QuickBooks, Sage), system integrations, complex issue resolution, training delivery, product feedback
Preferred skills
Recognised accounting qualification (ACA, CA, ACCA, CPA, AAT), legal finance qualification (ILFM, COFA), conveyancing/probate accounting, cloud legal tech, REST API concepts, strategic thinking
Technologies
Xero, QuickBooks Online, Sage, Clio, REST API
Responsibilities
Advise customers on accounting best practices and compliance; resolve complex accounting escalations and migrations; lead product testing and workflow shaping; deliver training and custom documentation; upskill internal support teams; collaborate with sales to close opportunities
Seniority
Senior, hands-on IC