Client Solutions Architect — Onboarding & Upgrades

AnaVation LLC; Cambridge; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading technology firm is seeking a Client Solutions Specialist in Cambridge to lead professional services engagements, including client onboarding and upgrade transitions. The ideal candidate should possess a degree in Accounting or Business and have 1–3 years of relevant experience. Responsibilities include developing project plans, delivering product training, and enhancing client engagement through exceptional communication and relationship-building skills. This role offers a dynamic opportunity to work closely with clients and enhance service delivery.

Qualifications

• 1–3 years of experience in client services, software training, accounting support, or consulting.
• Experience with accounting or bookkeeping software, financial reporting platforms preferred.

Responsibilities

• Lead professional services engagements with clients and partners.
• Develop and execute project plans for client onboarding and upgrade transitions.
• Conduct outreach to clients to support upgrade initiatives.
• Deliver product training and provide pre-sales and post-sales application support.

Skills

Project planning skills

Client relationship building

Written and verbal communication skills

Problem-solving skills

Education

Degree in Accounting, Business, or related field

Tools

Accounting or bookkeeping software

Job description

A leading technology firm is seeking a Client Solutions Specialist in Cambridge to lead professional services engagements, including client onboarding and upgrade transitions. The ideal candidate should possess a degree in Accounting or Business and have 1–3 years of relevant experience. Responsibilities include developing project plans, delivering product training, and enhancing client engagement through exceptional communication and relationship-building skills. This role offers a dynamic opportunity to work closely with clients and enhance service delivery.