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Clio - Cloud-Based Legal Technology
Clio - Cloud-Based Legal Technology
1,001 – 5,000 Employees
LegalSaaSSecurity
Clio develops cloud-based legal practice management software for law firms, combining tools for client intake, billing, document management, calendaring, and other day-to-day workflows. Its SaaS platform helps legal professionals organize administrative work, store data securely, and connect their processes with more than 250 integrated tools. Serving solo practitioners and firms ranging from small practices to larger organizations worldwide, Clio operates at the intersection of legal technology, software as a service, and data security.
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Senior Customer Success Accounting Consultant - Clio, Dublin Hybrid

Support UK law firms as a senior accounting consultant for Clio’s legal technology, advising on client money compliance, bookkeeping, VAT, implementations, and customer training.

IEIreland
€71,700 – €96,900 / year
HybridFull-timeSeniorEnglish RequiredCustomer SuccessCustomer Success Manager
Cloud

Description

  • Advise UK law-firm customers on accounting and bookkeeping practices, including client account management, office accounts, and VAT
  • Serve as the regional specialist for client money compliance and SRA Accounts Rules
  • Resolve complex accounting issues and escalations involving reconciliations, client-ledger corrections, and account migrations
  • Determine whether discrepancies stem from user errors, system configuration, or product issues
  • Partner with Support, Product, Engineering, Sales, Onboarding, Customer Success, and related teams
  • Test UK-specific workflows and develop best-practice guidance for Clio’s accounting products
  • Provide focused training and specialist accounting advisory sessions
  • Design bookkeeping and accounting workflows that align with UK regulations
  • Support accounting setup implementations and migrations from platforms such as Xero and QuickBooks Online
  • Advise customers on integrations and configuration, including charts of accounts, bank feeds, and VAT settings
  • Act as a trusted accounting advisor throughout customer adoption
  • Produce tailored training materials, documentation, and educational content
  • Develop EMEA team expertise and check support documentation for accounting accuracy
  • Recommend accounting product enhancements informed by customer needs, feedback, and sales performance
  • Represent UK customer priorities with internal and external stakeholders
  • Work with Sales and prospective customers to position accounting consultancy and support opportunity closure

Requirements

  • Degree in accounting, finance, or a related discipline, or equivalent practical experience
  • At least five years of accounting or bookkeeping experience, including two or more years with law firms or client money
  • Practical knowledge of the SRA Accounts Rules and law-firm client and office account management
  • Strong understanding of UK VAT for law firms, including disbursements and Making Tax Digital
  • Strong accounting fundamentals and the ability to analyse complex accounting processes
  • Excellent written and verbal communication skills, with the ability to explain complex accounting and compliance topics clearly
  • Experience configuring and customising accounting software and integrations such as Xero, QuickBooks Online, or Sage
  • An accounting qualification such as ACA, CA, ACCA, CIMA, CPA Ireland, or AAT is advantageous
  • A legal finance qualification or relevant law-firm finance experience is advantageous
  • Knowledge of accounting requirements in other markets, including the Republic of Ireland, is advantageous
  • Conveyancing or probate accounting experience is advantageous
  • Experience advising small and mid-sized law firms is advantageous
  • Experience with cloud-based legal technology, accounting implementations, or data migrations is advantageous
  • Understanding of REST API concepts is advantageous

Benefits

  • Competitive and equitable salary
  • Comprehensive health and dental coverage
  • Hybrid working environment
  • Flexible time-off policy
  • Pension contribution
  • Clioversary recognition program with special recognition at 3, 5, 7, and 10 years
  • Accessibility accommodations available during recruitment

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