Client Services Consultant

3 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

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