About Acting Office
Acting Office is a London-based SaaS company building the all-in-one practice management platform for UK accounting and bookkeeping firms. Our platform consolidates CRM, workflow automation, AML/KYC compliance, tax filing, payroll, and accounts production into a single system, replacing the fragmented software stacks that slow firms down. We are growing fast and looking for talented people who want to make a real impact in the accounting technology space.
About the role
As Accounting Specialist, you will be the product authority in every sales conversation. Your primary focus is delivering compelling, tailored product demonstrations that help prospective accounting firms understand exactly how Acting Office solves their day-to-day challenges. You will work closely with our Business Development Managers (BDMs), joining prospect calls to showcase the platform, answer technical questions with confidence, and turn interest into signed contracts.
This is a high-visibility, client-facing role that sits at the intersection of product and sales.
Core Responsibilities
1. Product Demonstrations (Primary Focus)
- Lead engaging, workflow-specific product demos for prospective accounting firms, tailored to their size, service lines, and pain points.
- Partner with BDMs throughout the sales cycle to serve as the technical voice in prospect meetings and calls.
- Translate complex platform capabilities across CRM, Practice Management, Workflow, Tax, Accounts, Payroll, and Bookkeeping into clear, compelling narratives for firm partners and decision-makers.
- Respond to technical and product questions during demos with clarity and confidence.
- Customise demo environments and scenarios to reflect prospects’ real-world workflows.
2. Pre-Sales Support
- Support discovery sessions to uncover technical pain points and map them to Acting Office features.
- Help BDMs build business cases and address objections with evidence-based product knowledge.
- Contribute to proposals, RFP responses, and solution documentation as needed.
3. Travel & Client Engagement
- Travel to prospect and client sites across the UK as required to deliver in-person demonstrations and support the sales process.
- Represent Acting Office professionally at industry events, conferences, and networking opportunities.
- Build strong relationships with prospects and clients to support conversion and long-term retention.
4. Feedback & Collaboration
- Feed insights from the field back to BDMs and the product team to improve demos, sales materials, and the platform itself.
- Collaborate with Customer Success to ensure smooth handoffs following deal closure.
What We’re Looking For
Essential
- Minimum 5 years of experience in a pre-sales or technical demonstration role, ideally within SaaS, fintech, or an accounting/practice management environment; qualified (ACA, ACCA, CIMA) or part-qualified accountants are welcome to apply.
- Familiarity with UK compliance requirements including MTD VAT, ITSA, CT600, SA100, Tax and Accounts, AML/KYC.
- Outstanding communication and presentation skills; you can make complex software feel simple and exciting.
- Strong ability to quickly learn a product in depth and explain it confidently to varied audiences.
- Comfortable working in a fast-paced, startup environment where you’ll shape processes as well as follow them.
- Highly organised with the ability to manage multiple prospect conversations simultaneously.
- Experience with accounting software such as Xero, QuickBooks, Sage, IRIS, or similar.
Preference will be given to candidates who have previous experience presenting and demonstrating accounting software products in a pre-sales, sales, or customer-facing environment.
Working Arrangements
We offer two working models for this role:
- Hybrid: Initially office-based 3 to 4 months to get up to speed with the platform and demo workflows. Once confident, you will transition to working from home with office visits as and when required.
- Fully Office-Based: 5 days per week from our London office, suited to those who prefer a structured environment.
In addition to the above, this role requires regular UK travel to attend in-person client and prospect meetings. Frequency will vary depending on pipeline activity.
What We Offer
- Salary of £35,000 – £50,000 depending on experience.
- A central role in a growing UK accounting-tech company with a clear mission.
- Choice of hybrid or fully office-based working arrangement.
- Direct exposure to senior leadership and a fast path to grow your career.
- A collaborative team that genuinely cares about doing excellent work.
Unfortunately, sponsorship is not available for this role. Please apply only if you have valid authorisation to work in the UK.
Pay: £40,000.00-£60,000.00 per year
Benefits:
- Company pension
- Life insurance
- Private medical insurance
- Work from home
Work Location: In person
