About the role
Our forward deployed accountants are where Sumary meets the work. You will sit with leading accounting firms across the UK, understand how they close the books, and configure Sumary to run their processes on live client work.
The role combines implementation, customer success and product: you will onboard firms, train their teams, build agents for their workflows and bring what you learn back to our engineers. You will be based in our London office and spend much of your time on site with the firms you work with.
What you'll do
- Take firms from kickoff to live: connect their ledgers, set up their client books and run the first closes alongside their team
- Build agents and workflows that encode each firm's own processes, review standards and checklists
- Run parallel tests on live client work, and measure the time saved and errors caught against the firm's own baseline
- Train partners, accountants and bookkeepers until Sumary is part of how they close every month
- Run our rollout playbook across each firm, from the first team to every office and client
- Bring hard accounting cases and product feedback back to our research and engineering teams
What we're looking for
- Qualified or close to qualifying (ACA, ACCA, CA or equivalent), with training from a Big Four or top-tier firm in audit, outsourcing or advisory
- Hands-on experience closing books and preparing reporting for clients
- A track record of automating your own work, for example with Python, Alteryx, Power Automate or AI tools
- The presence to lead a session with partners, and the patience to train a team of bookkeepers
- Drive, ownership and an appetite for the pace of an early-stage company
Nice to have
- Experience with the ledgers and accounting systems UK firms use
- Experience leading a software rollout or digital transformation inside a firm
- Dutch, for work with firms in the Netherlands
- A strong interest in AI and how it changes accounting