Accounts Specialist

Do you believe that a job within Accounts should be more than just about the migration of clients?

Do you believe people should expect great leaders and colleagues that develop and grow together? Do you believe people deliver all value, and the organisation should provide that opportunity? If so, you could be our Accounts Specialist!

As our Accounts Specialist, you will be responsible for liaising and working with customers over several months in order for them to get the best out of our accounts software. Also responsible for helping existing customers with accounts-based questions and reviewing updates of the accounts software to ensure it meets specification.

This is a great opportunity, in a developing role that the ideal candidate could make their own. If you think this person could be you, please read on for more information.

Key responsibilities
  • To liaise with customers and help convert customers from their existing accounts system to our accounts software.
  • To help customers with questions relating to the accounts software.
  • Work with OrderWise Project Managers to set deadlines and manage the timeline of overall new system projects.
  • To assist in pre-sales discussions when needed with our Sales team to ensure customers are given the correct information about our accounts software prior to sale.
  • Participate in appropriate training activities and encourage and support other colleagues in their development and training.
  • Occasionally participate in ‘Go Lives’ at customer premises to achieve a better understanding of how specific businesses work
Knowledge & skills
  • AAT level qualification/ accounts degree is desirable.
  • Well organised and enjoy client facing interaction.
  • Be motivated and client focused.
  • A team player with ability to work on own initiative and as part of the team.
  • Excellent IT, communication, and prioritisation skills.
  • Approachable with a willingness to help others.
  • Ability to present information in a friendly yet professional manner.
  • Ability to learn quickly and accurately
About us

Wise Software (UK) Ltd. Is a modern exciting, growing and forward-thinking company that develops and sells orderwise, a market leading business management software solution. OrderWise is used by a small, medium and large businesses across the UK and beyond, with over 10,000 users across a wide range of industry sectors.

Wise Software (UK) Ltd. Is part of Forterro, a European software group focused mainly on ERP-Software solutions and serving over 10,000 small and midsize manufacturing companies. Forterro employ over 1500 employees who work from over 40 locations around the world. More information about the Forterro Group is available on:

What we can offer

By working as part of our team, we want all our colleagues to feel:


  • Play a valuable, recognised, part in a high performing and growing group of software companies, with a competitive annual salary.
  • Annual performance and salary reviews.
  • Flexitime and flexible breaks to provide that all important work life balance.
  • Wellbeing support, including flu shots and professional mental health support.
  • Subsidised food and beverage options throughout your day, with free lunches on ‘Team days’.


  • Regular and annual engagement & company events.
  • A company gym to use throughout the week.

Email your CV to our recruitment team.