2 of 2 Remote/Hybrid Onboarding Jobs in Suffolk

teams. The role will operate within Birketts’ core ecosystem, including Microsoft 365 (Copilot), iManage (Document Management), Aderant Expert (Practice Management), Intapp Intake (new client onboarding) and Microsoft Fabric (data platform). Azure is a likely hosting platform for any future ‘Birketts-approved AI environment’, subject to requirements and build ...

Success Manager, you will be the ultimate trusted advisor for their accounting firm clients. This is a dynamic, high-impact hybrid role blending structured onboarding, proactive account management, and live training delivery. As the Customer Success Manager our client is looking to 2 different profiles however both would come from … Service Manager You have 1–2 years of experience in SaaS Account Management or Customer Success in an Accounting related tech firm. You love onboarding new clients, tracking health metrics, and driving retention, and you are looking for a step up where you can take full ownership of a portfolio. ...