Client Solutions Specialist

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

As a Client Solutions Specialist, you will lead professional services engagements with our clients and partners, including client onboarding, outreach to drive product upgrades, conversions, data setup, and other billable services. Through needs assessments and detailed project planning, you will build strong business partnerships with customers by serving as a system expert—supporting successful onboarding, guiding upgrade transitions, and completing projects on time and within budget.

ESSENTIAL RESPONSIBILITIES & DUTIES:

• Develop and execute coordinated project plans to manage successful client onboarding, upgrade transitions, data migrations, and other professional service engagements across the Lone Wolf platform suite.
• Conduct outreach to clients to support upgrade initiatives, communicate upcoming changes, assess readiness, and schedule upgrade activities.
• Deliver product training—including accounting/bookkeeping modules, back‑office workflows, and financial reporting—and provide pre‑sales and post‑sales application support in accordance with internal guidelines.
• Conduct detailed needs assessments and requirements gathering to ensure accurate solution alignment for both new onboarding and upgrade scenarios.
• Provide regular internal and external status updates highlighting accomplishments, milestones, client progress, and potential risks.
• Work directly with accounting staff, brokerage leadership, and key client stakeholders to configure system settings, financial workflows, chart of accounts and other back‑office functions.
• Leverage expertise in Lone Wolf back‑office, accounting, and transaction management software to consult brokerages on best practices and operational efficiencies.
• Partner closely with the Business Solutions Consultant team to ensure a seamless transition from onboarding/upgrade projects to product adoption and ongoing utilization.
• Provide clear guidance around data extracts, imports, and third‑party API integrations to support accurate financial and operational data.
• Track project milestones and deliverables to ensure engagements—including upgrades—remain on schedule and within budget.
• Maintain a comprehensive understanding of product development, product vision, and the overall direction of the Lone Wolf platform.
• Participate in internal UAT activities related to new accounting features, upgrade functionality, or other platform enhancements.
• Maintain a strong understanding of real estate brokerage operations, accounting processes, compliance requirements, and industry trends.

REQUIREMENTS:

• A degree in Accounting, Business, or a related field.
• Experience with accounting or bookkeeping software (e.g., back‑office systems, general ledger tools, or financial reporting platforms).
• Exceptional project planning skills with the ability to manage multiple engagements simultaneously.
• Proven track record in delivering both in‑person and remote training.
• Demonstrated ability to meet and exceed service standards and KPIs.
• Strong problem‑solving skills with the ability to manage issues independently.
• Excellent written and verbal communication skills, including strong presentation abilities.
• Outstanding client relationship‑building and customer engagement skills.
• Experience partnering with Product and QA teams to troubleshoot issues, test updates, and identify improvements.
• Prior experience with real estate brokerage systems, back‑office tools, or related applications preferred.

QUALIFICATIONS:

• EDUCATION: Degree in Accounting, Business, or a related field.
• EXPERIENCE: 1–3 years of experience in client services, software training, accounting support, or consulting.