The Role
Deliver end-to-end onboarding for customers migrating from BTC Desktop to BrightTax. Run remote setup, data migration, configuration, and training sessions, resolve blockers, monitor adoption, provide enablement materials, gather product feedback, and collaborate with Support and Product to improve migration playbooks and tooling.
Summary Generated by Built In
About Bright Software Group
At Bright, we are powering the digital practice of tomorrow – today.
We deliver products that help accountants, payroll bureaus, and businesses across the UK and Ireland work smarter and win more. From tax and compliance to payroll and practice management, our software is built for the people who keep businesses running.
We believe understanding is the difference between working and winning.
The Opportunity
At Bright, we are powering the digital practice of tomorrow – today.
We deliver products that help accountants, payroll bureaus, and businesses across the UK and Ireland work smarter and win more. From tax and compliance to payroll and practice management, our software is built for the people who keep businesses running.
We believe understanding is the difference between working and winning.
The Opportunity
Bright is migrating customers from BTC Desktop to BrightTax, our cloud-based tax compliance platform. It's a high-priority migration, and the onboarding experience is central to its success.
This is a 12-month fixed-term role on the Customer Success team. You'll be the primary point of contact for customers making the move — guiding them through setup, configuration, training, and early adoption until they're confident and productive on BrightTax.
The role suits someone technically capable, genuinely customer-focused, and comfortable owning outcomes without being micromanaged.
This is a 12-month fixed-term role on the Customer Success team. You'll be the primary point of contact for customers making the move — guiding them through setup, configuration, training, and early adoption until they're confident and productive on BrightTax.
The role suits someone technically capable, genuinely customer-focused, and comfortable owning outcomes without being micromanaged.
Key Responsibilities
Customer Onboarding
- Deliver end-to-end onboarding for customers migrating to BrightTax as part of Bright's cloud migration programme
- Conduct onboarding sessions — remotely — covering product setup, data migration, configuration, and initial workflows
- Identify and resolve technical or process blockers early, escalating where necessary to internal product and support teams
- Ensure each customer reaches a confident, productive state on BrightTax within agreed timescales
Training & Enablement
- Deliver live high-level training sessions for customers and their teams when necessary, covering BrightTax functionality relevant to their workflows
- Produce or adapt supporting training materials, guides, and resources to aid customer self-sufficiency post-onboarding
- Support customers in understanding how BrightTax integrates with the broader Bright product suite, including BrightManager and BrightAP where relevant.
Customer Relationship & Success
- Build strong, trust-based relationships with customers during the onboarding period
- Proactively monitor customer progress and intervene where adoption is at risk
- Gather and feedback customer insight — product issues, friction points, feature gaps — to the Customer Success and product teams
- Represent Bright professionally at all times, demonstrating the high standard of service our customers expect
Programme Contribution
- Contribute to the continuous improvement of the BrightTax onboarding process, playbooks, and tooling
- Collaborate with colleagues across Customer Success, Support, and Product to ensure alignment on migration priorities and customer readiness
- Maintain accurate records of onboarding progress, customer status, and outcomes in Bright's Success platform.
What We're Looking For
Essential
- 2 years plus experience in a customer-facing software role — onboarding, implementation, customer success, or technical support
- Technically capable and confident working with SaaS products — you can navigate a new platform quickly and troubleshoot with customers in real time
- Highly customer-focused, with a natural ability to build rapport and manage expectations professionally
- Self-directed and proactive — you take ownership of your customers' outcomes and do not need to be micromanaged
- Strong communicator, both written and verbal, with the ability to explain technical concepts clearly to non-technical users
- Comfortable working alongside AI tools; curious about how technology can make you better at your job.
Desirable
- Familiarity with accounting, tax compliance, or bookkeeping workflows — either through working at an accountancy firm or supporting accounting software users
- Experience working with tax or practice management software
- Knowledge of MTD (Making Tax Digital) requirements and their implications for accountancy firms
- Experience using customer success platforms (e.g. ChurnZero)
- Previous involvement in a software migration or implementation programme
Working at Bright
Bright builds software that genuinely makes people’s working lives easier. That matters — and you’ll never have to apologise for what you’re selling.
But honestly, the first thing people mention is the culture. It’s collaborative, it’s human, and we’re not a small company anymore, but it still feels like one — in the best way. People are genuinely looked after here — that’s not just something we say.
You get real autonomy to learn, grow, and make an impact. And right now is a genuinely exciting time to join. We’re growing fast, investing heavily in AI, and that creates real opportunity — for the business and for the people in it.
It’s a place where curious people thrive.
But honestly, the first thing people mention is the culture. It’s collaborative, it’s human, and we’re not a small company anymore, but it still feels like one — in the best way. People are genuinely looked after here — that’s not just something we say.
You get real autonomy to learn, grow, and make an impact. And right now is a genuinely exciting time to join. We’re growing fast, investing heavily in AI, and that creates real opportunity — for the business and for the people in it.
It’s a place where curious people thrive.
About
Bright is built around brilliant people doing brilliant work, and we invest in making sure the environment matches that ambition. You’ll have genuine flexibility in how you work, backed by modern practices that adapt to how work actually gets done today. We recognise and celebrate strong performance, support your wellbeing, and give you real opportunities to grow, not just in role, but in career. We’re proud of the culture we’ve built. It’s high-trust, high-expectation, and focused on doing great work. That’s Bright
Skills Required
- 2 years plus experience in a customer-facing software role (onboarding, implementation, customer success, or technical support)
- Technically capable and confident working with SaaS products; able to navigate new platforms and troubleshoot with customers in real time
- Highly customer-focused with the ability to build rapport and manage expectations professionally
- Self-directed and proactive; takes ownership of customer outcomes without micromanagement
- Strong written and verbal communication; can explain technical concepts to non-technical users
- Comfortable working alongside AI tools and curious about technology to improve work
- Familiarity with accounting, tax compliance, or bookkeeping workflows
- Experience working with tax or practice management software
- Knowledge of MTD (Making Tax Digital) requirements and implications for accountancy firms
- Experience using customer success platforms (e.g., ChurnZero)
- Previous involvement in a software migration or implementation programme
Am I A Good Fit?
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The Company
What We Do
Steeped in data science, Bright eliminates the noise in the hiring process by efficiently connecting job seekers to their best opportunities, and employers to their top prospects. We unlock the power of artificial intelligence to identify and establish a one-to-one signal between candidates and successful outcomes.
