Client Success Consultant

About FYI

FYI is a product-led SaaS company built by accountants for accountants. Our platform unifies cloud document management automation and practice management into one intuitive solution helping firms eliminate manual processes and focus on higher-value work.

Behind our product is The FYI Way our operating system built on clarity consistency and excellence. We scale with structured processes automation and AI clear expectations and measurable outcomes that keep teams aligned and performing at a world-class standard.

About the role

Were looking for a Client Success Consultant to guide accounting practices through the successful onboarding and adoption of the FYI platform.

Working closely with new clients youll help practices implement FYI adopt best-practice workflows and maximise value from the platform. Youll own the onboarding journey end-to-end ensuring clients have the knowledge confidence and support needed to achieve long-term success with FYI.

This role is ideal for someone who enjoys building relationships solving problems and helping clients embrace technology that truly impacts the way they work.

Key responsibilities

• Guide our clients through onboarding implementation and ongoing adoption of the FYI platform.
• Build strong client relationships acting as a trusted advisor and helping clients achieve their desired outcomes.
• Support post-live success initiatives that drive product adoption engagement and long-term client satisfaction.
• Deliver training webinars and client education sessions that build confidence and capability.
• Act as the voice of the client internally sharing insights and feedback to help improve FYIs product services and client experience.

About you

• Experience working in an accounting practice or supporting accounting firms with software implementation is essential for success in this role.
• Previous experience with the FYI platform is highly regarded.
• Strong project management skills with the ability to manage multiple priorities and deliver outcomes.
• Excellent communication skills with the ability to explain complex concepts in a clear and practical way.
• Ability to work collaboratively within a remote team while taking ownership of your own client portfolio.

Youll need valid working rights in Australia and the ability to complete satisfactory background and verification checks as part of our standard recruitment process.

Why work with FYI

• Highly competitive remuneration aligned to your experience and impact.
• Work remotely from anywhere in Australia or a flexible hybrid arrangement from Sydney and Adelaide.
• Professional development opportunities to accelerate your growth as FYI continues to scale globally.
• Paid Parental Leave celebration leave and additional leave at key service milestones.
• Regular team events and company retreats that build connection and alignment.
• A supportive high-performing culture where your ideas are encouraged and recognised.

How to apply

If you are driven by impact and excited to help lead what comes next at FYI we would love to hear from you.

Please submit your resume and a brief cover letter outlining your alignment to this position and why you want to join FYI.

Our promise is a fair and considerate recruitment process. Youll always hear an outcome from us and well share feedback where we can.