Head of Accounting, Billing and Trust Products

THE PURPOSE OF ACTIONSTEP

Helping law firms modernize and embrace the future.

Law firms provide an essential service to our society. Lawyers and law firm professionals protect people and assets reduce collective risk and help businesses grow.

Law is an incredibly demanding profession that involves complicated precise work with heightened client care. Midsize law firms often lack the management experiencetechnologyand administrative processes to help them do this work efficiently instead relying on long hours and manual processes. As a result the legal sector has traditionally been slow to change. Until now.

Through our powerful innovative law firm management technologyActionstepenables law firms to work efficiently delight clients evolve with the market and thrive as efficient profitable businesses.

WithActionstep law firms are equipped to confidently embrace the future.

ACTIONSTEP VALUES

Our values are core to what we are and what we aspire to be. Our values guide our actions and how we behave. They underscore how we treat each other ourpartnersand our customers. Our values also serve as a reminder of our focus on customer experience andinnovation andhelp us navigate toward our bright future.

Actionstepis a pioneer in the development and sale of software-as-a-service (SaaS) products specializing in the delivery of Legal Practice Management are a fast growing dynamic business with a global customer base of more than50000 and a team of over300in the USA Australia UKCanadaand New Zealand.

THE PURPOSE OF YOUR ROLE

The purpose of thissenior product leaderrole isto define and drive the strategy for our global accounting billing and trust product portfolio. Thisrolewill ensureActionstepmeets the evolving needs of mid-market and enterprise law firms across multiple GEOs while simplifying our accounting offering maximizing our recent accounting investmentsand ensuring long-term scalability.

ABOUT YOU

You are a big thinker looking to create positive change in an area of law firm administration(financial managementand administration)that typically handlesconsistent pressure to go faster getevery little detailright drive revenuerealizationandmeet regulatory and compliance requirements. You will care deeply aboutthese teams and making their working lives easier. You are someone who cares about near-term wins while planning for have strong product architectureand design-thinking skills allowing youdefine scalable product architecture that simplifies user experience whilemaintainingfutureproductoptionalityforActionstep.

WHAT YOU WILL BE DOING

1. Product Strategy & Portfolio Leadership

• Own the end-to-end strategy forActionstepsaccounting portfolio

• Develop a multi-year roadmap supporting growth and simplification

• Includeappropriate AIpattern learningand automation as part of our solutions

• Balance customer needs market differentiation and technical constraints

• Define theoptimalproduct architecture to support native and integrated products

2. Market & GEO Alignment

• Understand financial compliance and workflow requirements across UK US and ANZ

• Ensure capabilities meet mid-market and enterprise needs (e.g. trust compliance multi-entity accounting advanced billing)

3. Cross-Functional Execution

• Lead a distributed PM team across NZ and Canada

• Collaborate with Engineering Design GTM Support Finance

• Serve as a key decision-maker for product priorities

4. Product Investment Optimization

• Maximize value and profitability of recent legal accounting acquisition

• Define Legal Accountings strategic role within the broader portfolio

5. Integration Strategy & Ecosystem

• Define theoptimalproduct architecture to support native and integrated products

• Define scalable integration future (Xero Elite others)

• Evaluate deeper standardized integrations to support larger firms

6. Product Quality Compliance & Customer Success

• Ensure accounting accuracy trust compliance and auditability

• Improve performance reliability and usability

• Partner with Support and Success teams to enhance customer experience

RelationshipManagement:

• Build andmaintainstrong working relationships with all internal and external parties ensuring transparentproactiveand effective communication always.

• Attending and proactively contributing to customerpartnerand internal meetings with the view to add value in a constructive manner.

Professional Development:

• Actively looking to build own career through delivery of self andassistedprofessional development initiatives.

• Being a thought leader both withinActionstepbut also in the wider industry.

• Staying abreast of industry best practice patterns products and technologies andassistingin process improvement activities asrequired.

ContinuousImprovement:

• Proactive inidentifyingandparticipatingin the continuous improvement of processes and procedures within theProductTeam.

• Actively contribute to the development and maintenance of a strong department culture ensuring knowledge and experience is shared.

Health &Safety:

• Assume responsibility for your own and others safety and wellbeing following all safety and wellbeing procedures and instructions including reporting hazards incidents andaccidentsandparticipatingin safety and wellbeing initiatives and programmes asrequired.

Other Responsibilities:

• Undertaking any other reasonable duties asrequired

EXPERIENCE & QUALIFICATIONS

• 10 years product management experience including accounting/financial systems

• Experience with multi-product strategy and modernization

• Legal industry background preferred

• Demonstrated leadership of distributed teams

• Strong executive communication skills

This role reports to:

Chief Product Officer

METRICS OF SUCCESS

• Delivery of a clear multi-year accounting strategy

• Improved satisfaction and retention for accounting billing and trust modules

• Increased adoption and revenue ofSoluno

• Simplification of offerings and clearer segmentation

• High performance and engagement of the PM team

We have a fantastic and inspirational working environment!

• Robust medical dental vision offerings
• 401K with company match
• Flexible workingand PTO
• Take your birthday off
• Frequent team building events
• Fantastic training and development opportunities

• 185-205k range

Required Experience:

Director