Digital Services Lead (Client-Facing)
Southwest
Main Duties
* Leading and delivering cloud accounting migrations to Xero and QuickBooks, including full ledger transfers, opening balance reconciliations, bank feed setup, app integrations, and go‑live support.
* Running discovery workshops to understand client needs, map current processes, and design future‑state workflows that reduce manual input and duplication.
* Managing client onboarding journeys (including Summa Tech) to improve turnaround times and create a strong first impression.
* Supporting junior members of the Digital Services team, allocating work and coaching best practice, and overseeing quality assurance.
* Setting standards for documentation, workflows, checklists, and effective handovers to Accounts, Tax, Payroll and Bookkeeping teams.
* Championing high standards of data hygiene across Practice Engine and Filestore, ensuring records are complete, consistent, and audit‑ready.
* Embedding compliant onboarding processes, including CDD/AML through Summa Tech, and supporting annual review cycles.
* Working closely with Partners and Managers to scope proposals, build business cases, and present solutions to clients and internal stakeholders.
* Tracking outcomes, identifying risks, and driving continuous improvement across digital services.
Attributes, Skills, Experience And Qualifications
* At least 5 years’ experience delivering cloud accounting solutions using Xero and QuickBooks Online.
* Proven experience leading client‑facing projects from discovery through to migration, cut‑over and post‑go‑live support.
* Relevant practical experience is essential.
* Xero and/or QuickBooks Online certifications (Advanced preferred).
* Strong practical knowledge of ledger migrations, bank feeds, chart of accounts design, VAT setup, and the wider app ecosystem (data capture, expenses, payments).
* Confidence working with systems such as Practice Engine, Filestore and project management tools (e.g., Trello or similar).
* Experience using onboarding and automation platforms such as Summa Tech.
* Knowledge of KYC/AML workflows.
* Experience working in a professional services environment.
* Familiarity with Digita and/or Sage tax suites.
* Advanced Excel skills, including Power Query, for data transformation and validation.
* Excellent communication skills, with the ability to explain technical concepts clearly to both clients and colleagues.
Terms / Benefits
* Up to 36.25 hours / 5 days per week (part time, flexible and hybrid working is available).
* 25 days annual leave plus bank holidays.
* Annual salary review.
* Death in service 3 x annual salary.
* Access to Westfield Rewards and Health scheme.
* 24‑hour external Employee Assistance Programme helpline.
* Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.
* Introducing clients and team member commission schemes.
* Pension 3% rising to 4% (but matched up to 6% after 4 years’ service).
* Enhanced Maternity and Paternity pay after one years’ service.
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