Senior Customer Success Accounting Consultant

• Advising customers in the UK on accounting and bookkeeping best practices for law firms, including client account management, office account bookkeeping, and VAT.
• Acting as the regional subject matter expert on client money compliance, helping firms set up Clio in ways that support their obligations under the Solicitors Regulation Authority (SRA) Accounts Rules in England and Wales, and equivalent rules in Scotland, Northern Ireland, including determining which reporting approach will satisfy specific compliance requirements.
• Leading the resolution of complex client accounting issues and escalations, including reconciliation differences, client ledger corrections, and account migrations, diagnosing whether a discrepancy is caused by user error, system configuration, or an underlying product issue, and working closely with our Support, Product, and Engineering teams to resolve it.
• Playing a key role in product development as we expand Clio's accounting products in the UK by testing UK-specific workflows, shaping best-practice guidance, and helping our teams and customers adopt new accounting capabilities.
• Elevating customer proficiency through targeted training and specialised advice sessions, e.g., on how to categorise expenses, create expense profiles, or treat disbursements for VAT purposes within Clio's suite of products.
• Developing and implementing tailored bookkeeping and accounting workflows and processes aligned with industry best practices and UK regulatory requirements.
• Helping customers implement accounting set-ups that suit their firms and supporting them as they move from other systems, such as Xero, QuickBooks Online, or legal-specific accounting software.
• Guiding customers on accounting integrations and system configuration, including chart of accounts design, bank feeds, and VAT settings.
• Serving as a trusted advisor throughout each customer's adoption journey, offering ongoing guidance on accounting questions and challenges while upholding the highest standards of professionalism and customer service.
• Creating and delivering customised training materials, documentation, and resources that support customers' ongoing education.
• Upskilling our EMEA Onboarding, Customer Success, and Support teams, including reviewing and correcting Help Centre and support documentation for accuracy, so they can confidently handle complex accounting and client money queries.
• Continuously assessing and proposing improvements to our accounting products to the Product team, based on customer needs, feedback, and sales performance.
• Championing the voice of UK customers with internal and external stakeholders, sharing insights that help shape our products around local requirements.
• Collaborating with our Sales team and prospects to position the value of accounting consultancy and help close opportunities.

• A degree in accounting, finance, or a related field, or equivalent practical experience.
• At least five years of accounting or bookkeeping experience (or accounting consultancy experience), including at least two years working with law firms or handling client money.
• Hands-on knowledge of the SRA Accounts Rules and how law firms manage client and office accounts, including reconciliations, client ledgers, and the correction of breaches.
• A solid understanding of UK VAT as it applies to law firms, including the treatment of disbursements and Making Tax Digital.
• A strong understanding of accounting principles and the ability to analyse complex accounting processes.
• A detail-oriented mindset and a commitment to delivering high-quality work within project deadlines.
• Excellent written and verbal communication skills, with the ability to explain complex accounting and compliance topics in plain English.
• Genuine empathy, strong interpersonal skills, and the ability to make customers feel appreciated and valued.
• A proactive and self-motivated mindset, constantly thinking outside the box to find creative solutions where appropriate.
• Proficiency in configuring and customising accounting software and integrations, such as Xero, QuickBooks Online, or Sage, to meet customer requirements.

Serious bonus points if you have:

• A recognised accounting qualification, such as ACA, CA, ACCA, CIMA, CPA Ireland, or AAT.
• A legal finance qualification, such as the Institute of Legal Finance & Management (ILFM) Diploma, or experience as a legal cashier, finance manager, or Compliance Officer for Finance and Administration (COFA) in a law firm.
• Knowledge of accounting rules in other markets like the Republic of Ireland
• Experience with conveyancing or probate accounting, such as completion statements and estate accounts.
• Experience advising or providing accounting and bookkeeping services to small and mid-sized law firms.
• A strong understanding of cloud-based legal technology and the needs of legal professionals.
• Proven experience in accounting system implementations or data migrations, ideally within the legal software or technology industry.
• Strong strategic thinking and analytical skills, with the ability to identify customer preferences.
• Excellent negotiation, presentation, problem-solving, and decision-making skills, with the ability to build rapport with customers.
• The ability to work independently and manage multiple priorities in a fast-paced environment while exercising sound professional judgement.
• Familiarity with Irish VAT or accounting requirements in other European markets, or proficiency in an additional European language.
• Understanding of REST API concepts and how systems may sync data with third-party accounting software.

Compensation is one of the main components of Clio's Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.

Some highlights of our Total Rewards program include:

• Competitive, equitable salary with top-tier health benefits and dental coverage

• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office minimum twice per week.

• Flexible time off policy

• Pension contribution

• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

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The expected salary range for this role is €71,700 to €96,900 EUR. Initial placement within the range is informed by geographic region, experience, and skillset, with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile.