• Configuration Coordination

  • Manage the technical build of customer databases, including:
    • Core chart-of-accounts setup and adjustments.
    • Mid-tier development and testing of complex workflows.
    • Onboarding support for system adjustments specific to accounting, client lists, and reporting hierarchies.
  • Liaise closely with the Reporting and Integrations teams to ensure customer needs are mapped into specifications.

• Integration and Reporting Setup

  • Define and document integration requirements with external systems (ERP, payment processors, CRM) to satisfy customer needs.
  • Collaborate on developing reporting specifications meeting both customer needs and technical capabilities.
  • Monitor testing processes, using real-world datasets, to validate functionality before deployment.

• Feedback Collection and Product Improvement

  • Capture insights from implementation challenges, common customer questions, and enhancements requests.
  • Provide the Product team with structured feedback to shape future feature development and usability improvements.
  • Highlight recurring requirements for Project Delivery and Customer Success follow-ups.

• Problem-Solving and Customer Confidence

  • Balance thorough best-practice guidance with practical, cost-effective solutions to overcome implementation obstacles.
  • Work proactively to ensure go-live is flawless, mitigating potential risks before they impact users.

• Handover to Account Management

  • Conduct a structured handover to the Account Management team at project completion, including:
    • Documentation of all system configurations, decisions, and outstanding open items.
    • Alignment on user roles, support escalation procedures, and key performance benchmarks for onboarding review.

What You’ll Need

• 3+ years of experience in finance system implementation, onboarding, or consultancy, with a strong understanding of cloud/multi-entity financial software.
• In-depth finance and accounting processes knowledge, covering:
  • General Ledger (GL), Accounts Payable, Accounts Receivable (AP/AR), reconciliation, budgeting, financial reporting, consolidated reporting, and year-end closing.
• Customer success orientation—experience managing finances teams through:
  • Project kickoffs to system configuration.
  • Hands-on training sessions, issue troubleshooting.
  • Testing, validation, and go-live support.
• Blue-sky customer translator: capable of identifying requirements and mapping them to practical configurations/processes.
• Project coordination skills required to work through timelines, blockages, and cross-project dependencies across teams.
• Excellent written and verbal communication: experienced in holding meetings with stakeholders at all levels (CFOs, Controller, mid-level managers, and end-users).
• Independent and detail-focused, capable of managing multiple onboarding projects simultaneously while balancing attention to deliver flawless results.
• Passionate interest in financial technology—excited by designing bespoke system solutions that truly unlock business growth.
• Prior exposure to working with internal teams: Product, Customer Support, Integrations, Account Management, Sales, and Reporting teams an advantage.

How Success is Measured

• 90%+ customer satisfaction in onboarding feedback.
• Flawless migration test results, with minimal errors during and post-go-live.
• Early adoption of new features by customers receiving targeted onboarding sessions.
• Clear handover documentation between teams, ensuring seamless Account Management support.
• Customer-identified improvements incorporated into product enhancements based on your gathered feedback.

Salary & Benefits

Annual Salary: £45,000–£50,000 (competitive, dependent on experience)

Why Work With Us

About Our Organisation

We’re part of the AIQ Group, a thriving SaaS business owner of:

• ExpenseIn – award-winning expense management software.
• AccountsIQ – innovative accounting solutions for modern businesses.

In 2026, the Financial Times ranked AIQ Group #477 on its prestigious FT1000 lists of Europe’s fastest-growing companies—proof of our rapid momentum. We combine agility with rigorous ambition, reinvesting profits to stay ahead and serve our customers across the globe.

Our Culture: TEAM Values

We believe Together → Energy → Action → Mindset are the pillars of what builds a great business. This means being approachable, adaptable, and highly connected every day.

• collaborative: ideas flow upwards and conversations create solutions.
• energetic: our teams are positive, eager, and energetic.
• action-taking: nothing is too big or small if it gets results.
• mindset-driven: curiosity and openness to feedback fuel our growth.

Perks & Rewards

• generous time to work-life balance:
  • 28 days annual leave + bank holidays + your birthday off.
  • hybrid flexibility: choose to work from our hubs in London or Dublin or manage work overseas—up to 6 weeks per year abroad.
• holistic wellbeing:
  • comprehensive private health insurance.
  • curated wellbeing initiatives, including mental health resources.
• financial security:
  • 5% pension contribution.
  • life assurance – 4x salary.
  • income protection plans.
• support through growth: participation in company investment, exciting career pathways with clear progression options.

The Hiring Process

1. Initial Chat Meet Lewi from the HR team to discuss your suitability and ask any early questions. Your voice in shaping work where you’ll contribute is equally important.

2. Technical/Hiring Manager Discussion Dive into depth with the final role-owner: covering your finance expertise, customer-facing skills, and how this role will use your best strengths.

3. Product Team Challenge A possible small presentation or tactical task with the product and onboarding teams to build on what you’re stepped into. Preparation notes will be provided ahead.

Important information regarding your privacy: Your application enters AccountsIQ Group’s data-processing system, allowing for direct selection decisions and organisational trend analyses per GDPR guidelines. Visit AccountsIQ's Privacy Notice for full details.