Location: Sydney

Type: Full-time, Permanent
Salary: $75,000-$85,000 + Super

About the Opportunity

Ready to make the move from accounting into tech?
We're partnering with an innovative Australian SaaS business at the forefront of financial forecasting and business modelling software. Their platform is used globally by accounting firms and SMEs to drive business performance and strategic planning.

As an Accounting Consultant, you'll become the trusted advisor for customers using their forecasting solution - guiding new clients through onboarding, adoption, and success. You'll build strong relationships, empower users with expert insights, and ensure they get maximum value from the product.

This is a hands-on, customer-focused role that blends your accounting expertise with a passion for technology and problem-solving.

What You'll Be Doing

Customer care: Manage and resolve support queries quickly and effectively.

Relationship building: Deliver exceptional service that drives loyalty and long-term satisfaction.

Customer success: Empower users to achieve best-practice outcomes and adopt efficient workflows.

Product expertise: Become a subject-matter expert on budgeting, forecasting, and business planning cycles.

Collaboration: Communicate customer feedback to internal teams and contribute to process improvement.

Knowledge sharing: Deliver clear, engaging training sessions, documentation, and webinars.

What We're Looking For

Degree-qualified accountant (CA/CPA desirable).

Strong grasp of accounting principles and an understanding of how accounting firms operate.

Excellent relationship management and communication skills.

Analytical mindset with solid problem-solving ability.

Tech-savvy with experience using SaaS platforms, CRMs (e.g. HubSpot), and ticketing systems (e.g. Zendesk).

Ideally, 2+ years in a customer success or similar client-facing role.

Who This Role Suits

Accountants in practice or industry looking to transition into tech.

Customer Success Consultants within Accounting or FinTech SaaS seeking a new challenge.

Why You'll Love It

Join a business that genuinely makes an impact on how companies forecast and perform. You'll receive full training to become a leading expert in 3-way forecasting, business modelling, and performance improvement.

This is an incredible first step for accountants wanting to move into the tech world - combining your existing skills with new, high-value capabilities that will elevate your career.

Work in a modern Sydney CBD office with a collaborative and inclusive team that values professional growth and innovation.