Senior Customer Success Accounting Consultant

London Source: WhatJobs

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Overview

As Senior Legal Accounting Consultant, you will advise UK law firms on compliant bookkeeping and client account management using Clio. You’ll act as the regional expert on client money compliance and support adoption of Clio’s accounting capabilities in the UK market. Partner with global teams to resolve complex accounting issues, influence product development, and elevate customer proficiency through tailored training. You join a customer-success focused team delivering high-impact accounting guidance in a fast-growing legal tech environment.

Pay / Benefits

Competitive salary
Top-tier health benefits and dental coverage
Hybrid work environment with in-office twice per week (Dublin)
Flexible time off policy
Pension contribution
Clioversary recognition program

Responsibilities

Advise UK law firms on accounting and bookkeeping best practices for client and office accounts, including VAT
Serve as regional SME on client money compliance under SRA Rules in England and Wales and equivalents in Scotland, NI
Lead resolution of complex client accounting issues and escalations coordinating with Support, Product, and Engineering
Contribute to UK accounting product development through testing workflows and shaping best-practice guidance
Deliver targeted training and specialised sessions on expense categorisation, disbursements for VAT, and related topics
Develop tailored bookkeeping workflows aligned with UK regulatory requirements
Assist customers migrating from other systems (e.g., Xero, QuickBooks Online) to Clio
Guide customers on chart of accounts design, bank feeds, and VAT settings in Clio
Provide ongoing advisory support on accounting questions during adoption journey
Create customised training materials and resources to support customer education
Upskill regional onboarding and support teams via accurate Help Centre content
Propose product improvements based on customer feedback and sales performance
Advocate for UK customer needs with internal and external stakeholders
Collaborate with Sales to position accounting consultancy value to prospects
Support cross-functional collaboration to close opportunities

Key requirements

Degree in accounting, finance, or related field, or equivalent practical experience
At least five years of accounting/bookkeeping experience, including at least two years with law firms or client money
Hands-on knowledge of SRA Accounts Rules and client/office account management, including reconciliations and breaches
Solid understanding of UK VAT as it applies to law firms, including disbursements and Making Tax Digital
Strong understanding of accounting principles and ability to analyse complex processes
Detail-oriented with ability to meet deadlines
Excellent written and verbal communication skills with ability to explain complex topics clearly
Empathy, strong interpersonal skills, and customer-centric approach
Proactive, self-motivated, and capable of creative problem solving
Proficiency in configuring accounting software and integrations (Xero, QuickBooks Online, Sage)