Senior Customer Success Accounting Consultant

About the role

Clio, a global provider of legal AI technology, is seeking a Senior Legal Accounting Consultant to join its Customer Success team in Dublin or London. As the first accounting consultant in the EMEA Customer Success team, you will advise UK law firms on accounting and bookkeeping best practices, act as the regional subject matter expert on client money compliance, and partner with accounting consultants in North America and the EMEA Onboarding, Customer Success, Support, Product and Sales teams.

Key responsibilities

• Advise UK customers on accounting and bookkeeping best practices, including client account management, office account bookkeeping and VAT.
• Act as subject matter expert on client money compliance, helping firms set up Clio in line with the SRA Accounts Rules and equivalent rules in Scotland, Northern Ireland and England and Wales.
• Resolve complex client accounting issues and escalations, such as reconciliation differences, ledger corrections and account migrations, working with Support, Product and Engineering teams.
• Help customers adopt new accounting capabilities, including migrating from Xero, QuickBooks Online or other legal accounting software, and guide integrations such as chart of accounts, bank feeds and VAT settings.
• Deliver training, documentation and resources, and upskill the EMEA Onboarding, Customer Success and Support teams.
• Propose product improvements based on customer feedback and sales performance, and champion the voice of UK customers internally and externally.
• Collaborate with Sales to position the value of accounting consultancy and help close opportunities.

Required profile

• Degree in accounting, finance or a related field, or equivalent practical experience.
• At least five years of accounting or bookkeeping experience, including at least two years with law firms or handling client money.
• Hands-on knowledge of the SRA Accounts Rules and UK VAT as it applies to law firms, including disbursements and Making Tax Digital.
• Excellent written and verbal communication, empathy and interpersonal skills, and the ability to work independently in a fast-paced environment.

Required skills

• Proficiency configuring and customising accounting software and integrations such as Xero, QuickBooks Online or Sage.
• Bonus: recognised accounting qualification (ACA, CA, ACCA, CIMA, CPA Ireland, AAT), legal finance qualification, experience as a legal cashier, finance manager or COFA, knowledge of Irish VAT, conveyancing or probate accounting, and REST API concepts.