Client Services Consultant

2 weeks ago

Sydney, Australia PracticeEvolve Full time

About Practice Evolve

At PracticeEvolve, we’re on a mission to reshape the legal tech industry and we want you to lead the charge with us. Our vision is audacious - to be the most valued legal tech company in the world. And we believe the key to achieving this lies in building a global community of like-minded individuals who share our unwavering passion for technology, innovation and client service.

Software with a Service is a big part of who we are. We are committed to making law firms successful by delivering software that is easy and intuitive to use and supported and serviced by great people. This commitment drives us to consistently elevate the standards of practice management software offered to law firms worldwide.

Our Mission

To empower our clients to be successful by delivering superior engineered products and services.

Our Values

Pride, Good Neighbour, Embrace the Evolution, Perfection Through Action, Unbreakable Belief

The role

This role will focus specifically on the finance and accounts side of our software, delivering training and consultation in these areas to finance departments or accounts support staff within law firms.

The Client Services Consultant provides consultation and training for staff at all levels within a legal practice, including Partners, Solicitors, Finance departments, support Staff and other staff. The consultants’ main duties involve providing both onsite and online consultation to our clients, as well as participating in the creation and maintenance of training and feature rich content.

What you’ll do:

- Deliver training and consultation services to new and existing clients.
- Provide support to the sales team during the procurement of new sales.
- Host webinars and online training sessions with a focus on the accounts area of the software.
- Support and contribute to the management of the client knowledgebase, training programs and the development of technical documentation, videos, training manuals and other company documentation.
- Support the design and delivery of employee learning courses, workshops and other trainings.
- Contribute to the testing of new software features and provide continued feedback to the Product Manager.
- Assist with establishing best practices, templates, policies, tools and partnerships to expand and mature these capabilities for the organization.
- Travel between states may be required from time to time.

You’re a great fit if

To be part of our team you need to be a people person, dedicated and determined to make a difference to the lives of the clients’ we serve each and every day. We’re looking for a full time Client Services Consultant who has previous book keeping, accounts or finance experience (ideally from within the legal industry but not essential). We are looking for someone who has a positive, pro-active attitude and bright client facing personality who enjoys working with a vibrant, friendly, collaborative team.

Ideally, we are looking for an experienced legal accounts super star that has worked within a law firm using legal accounting software, has some training delivery experience and might be looking to make a career change.
- Previous booking experience of no less than 3 years.
- Previous experience training employees on policies and procedures.
- Communication experience with executives, associates and partners within a law firm.
- Strong customer focus is required.
- Superior oral and written communication skills.
- Exceptional analytical, conceptual and problem-solving capabilities.
- A natural problem solver.

Bonus Points
- Experience in a legal environment with legal practice management software.
- Operations or implementation experience.
- Accounting Diploma

Your squad

As one of the largest departments at PracticeEvolve, our Client Services team offers plenty of opportunities to develop and progress your career, with varied career paths available within and outside of the team. Led by Leonie Johansen, the Client Services team is driven to continually innovate through collaboration and exchange of ideas, ensuring we focus on achieving success for both our clients and ourselves.

With a background in Legal Tech of over 12 years, Leonie prefers a people first collaborative approach to management where the team is set up to work as one, strong unit. Leonie is a hands-on manager who invests in the growth and development of every member of the team, supporting them to perform at their best by setting clear objectives, maintaining a regular feedback loop, and providing lots of training.

The good stuff

There’s life at work and life outside of work. We want our Evolvers to be healthy, socialise often, get time to give back, and have the financial resources and support they need. Our Benefits include:

- Wellbeing - 12 weeks paid parental leave policy, gym memberships, flexible work, Employee Assistance Programs, days out on Sydney Harbour (yes, we have a company boat).
- Flexibility - 3 days w

  • Business Development Consultant

    4 days ago

    Sydney, New South Wales, Australia Consultant Solicitor Full time

    About the RoleWe are seeking a motivated and driven Business Development Consultant to join our team as a Referral Partner.As a Referral Partner, you will be responsible for identifying and referring individuals or businesses needing legal services, ensuring ethical client referrals, and earning ongoing revenue from your network of referrals.Main...

  • Law Firm Consultant

    4 days ago

    Sydney, New South Wales, Australia Consultant Solicitor Full time

    About the Role:As a Consultant Solicitor, you will have the autonomy to manage your own client relationships, set your fees, and work the hours that suit your lifestyle.This role is designed to help ambitious and experienced lawyers build their own practice with the backing of a national firm, providing flexibility, autonomy, and support to succeed.You will...

  • Client Services Consultant

    2 weeks ago

    Sydney, Australia Perpetual Limited Full time

    12 Month Max Term Contract- - An opportunity to learn and develop your career with on-the-job training- - Work where we work best - Hybrid office/work-from-home environmentPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth...

  • Client Services Consultant

    3 weeks ago

    Sydney, Australia Perpetual Limited Full time

    Work flexibly- On the job training program- 6mths fixed term contract At Perpetual we know our people are responsible for our continued success. An investment in the growth of our people is an investment in the future of our business, so you’ll be challenged and supported in this exciting Phone Based Consultants role. At Perpetual our Phone Based...

  • Client Services Consultant

    2 weeks ago

    Sydney, Australia PracticeEvolve Full time

    About Practice Evolve At PracticeEvolve, we’re on a mission to reshape the legal tech industry and we want you to lead the charge with us. Our vision is audacious - to be the most valued legal tech company in the world. And we believe the key to achieving this lies in building a global community of like-minded individuals who share our unwavering passion...

  • Client Service Consultant

    3 weeks ago

    Sydney, New South Wales, Australia Tideri Jobbörse Full time

    Administration & Support, Retail Banking Our dynamic Client Service team is dedicated to supporting customers of our retail bank, serving as the friendly and knowledgeable first point of contact for clients through our interactive live chat platform. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of...

  • Freelance Legal Services Expert

    4 days ago

    Sydney, New South Wales, Australia Consultant Solicitor Full time

    About Taylor Rose Australia:We back solicitors willing to take charge of their careers, offering the infrastructure and resources of a large firm while maintaining the flexibility of being your own boss.Our model supports consultants at every stage, providing administrative, marketing, and business development assistance.We encourage collaboration, sharing...

  • Referral Network Coordinator

    4 days ago

    Sydney, New South Wales, Australia Consultant Solicitor Full time

    Job OverviewAs an Independent Contractor Recruiter, you will play a crucial role in connecting clients with our expert consultants.Our seamless partnership process ensures that you can focus on what matters most – building relationships and driving results.Main Objectives:Foster strategic partnerships with potential clients.Develop a deep understanding of...

  • Auditing and Advisory Consultant

    4 days ago

    Sydney, New South Wales, Australia Citywide Consultant Pty Ltd Full time

    About Citywide ConsultantCitywide Consultant Pty Ltd is a leading provider of ISO compliance and management system development services. With a strong focus on delivering exceptional results, we partner with organizations to achieve compliance and operational efficiency.Key ResponsibilitiesDevelop and implement management systems to support compliance and...

  • Management Systems Consultant

    4 days ago

    Sydney, New South Wales, Australia Citywide Consultant Pty Ltd Full time

    Location: Head Office – Wetherill Park, SydneyEmployment Type: Part-Time (with potential for full-time)Are you an experienced Management Systems Consultant/Lead Auditor looking for a flexible role with career growth opportunities? Citywide Consultant is seeking a skilled professional to join our team and support businesses in achieving compliance and...

  • Client Consulting Manager

    2 weeks ago

    Sydney, Australia Visa Full time

    Company Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable and secure...

  • Client Consulting Manager

    3 weeks ago

    Sydney, Australia Visa Full time

    **Company Description** Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and...

  • Client Consulting Manager

    4 weeks ago

    Sydney, Australia Visa Full time

    Company Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable and secure...

  • Consultant, Client Service Operations

    1 week ago

    Sydney, Australia PureSpectrum Full time

    **The Opportunity**: PureSpectrum is looking for a Consultant to join our Client Service Operations team. This role is vital to the day-to-day management and successful delivery of sample-only and full-service customer projects. You’ll work closely with customers as their first line of assistance to coordinate & support project delivery requirements with...

  • Client Success Consultant

    4 days ago

    Sydney, New South Wales, Australia HRS Group Full time

    Client-Facing ExpertiseAs a Customer Service Consultant, you will:Serve as the primary point of contact for corporate clients, addressing their needs and concerns.Provide tailored solutions to meet clients' requirements, driving business growth and satisfaction.Maintain accurate records of client interactions, facilitating effective communication and...

  • Client Services Manager

    1 week ago

    Sydney, Australia Northbridge Recruitment Full time

    Northern Beaches location, with WFH available 3-4 days a week (post lockdown!) - Develop Project Management skills - Supportive Management - Mentorship from Director Are you based on the Northern beaches and looking for an opportunity closer to home? Do you want to utilise your technical background with fast-growing company? **They Are**: A high...

  • Client Consulting Manager

    2 weeks ago

    Sydney, New South Wales, Australia Visa Inc. Full time

    Visa Consulting & Analytics (VCA) is known for its multi-disciplinary teams, payments expertise and its unique Visa Net data-driven insights.We support Visa's ecosystem of partners by advising them on payments strategy, proposition design, digital solutions and portfolio optimisation.Our clients include banks, retailers, fintechs, airlines and government...

  • Referral Partner

    4 days ago

    Sydney, New South Wales, Australia Consultant Solicitor Full time

    Join to apply for the Referral Partner role at Taylor Rose AustraliaAre you a professional looking to unlock new revenue streams while helping clients access exceptional legal services?About Us: Taylor Rose Australia is a nationally recognized law firm operating on the exciting Consultant Solicitor business model whereby our lawyers are independent...

  • Client Service Coordinator

    3 weeks ago

    Sydney, Australia DDLS Australia Full time

    Work in a dynamic environment that values professionalism and collaboration. Utilize your coordination & client service skills to make meaningful differences **Who are ENS?**: - Unlocking human potential through learning, influence and negotiation._ Founded in 1978, ENS was established with the core belief that the world would be a better place if...

  • Client Consulting Manager, Visa Consulting

    7 days ago

    Sydney, Australia Visa Full time

    Company Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable and secure...