2 of 2 Practice Management Jobs in Bolton

platform for accountancy firms. 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 … new projects. You'll need to be confident in your ability to share your expertise and understanding of how Accountants are using Document and Practice Management in their firms. Ideally, you’ll have experience having previously implemented CCH or other established Practice and Document management solutions. … users throughout their journey with FYI Identify and manage at-risk clients with tailored engagement plans to re-align and retain Advocate for best-practice platform usage to drive client success and efficiency Deliver clear, engaging training sessions via webinars, one-on-one sessions, and in-person presentations as More ❯

be a great fit. 🔍 What You’ll Be Doing: Leading sales conversations with existing customers to support their migration to a modern, cloud-based practice management platform. Uncovering customer needs through deep discovery and using insights to reframe their thinking. Delivering product demos that clearly highlight workflow improvements More ❯