Head of Accounting, Billing and Trust Products

THE PURPOSE OF ACTIONSTEP  

Helping law firms modernize and embrace the future.  

Law firms provide an essential service to our society. Lawyers and law firm professionals protect people and assets, reduce collective risk, and help businesses grow.  

Law is an incredibly demanding profession that involves complicated, precise work with heightened client care. Midsize law firms often lack the management experience, technology and administrative processes to help them do this work efficiently, instead relying on long hours and manual processes. As a result, the legal sector has traditionally been slow to change. Until now.  

Through our powerful, innovative law firm management technology, Actionstep enables law firms to work efficiently, delight clients, evolve with the market and thrive as efficient, profitable businesses.  

With Actionstep, law firms are equipped to confidently embrace the future.  

ACTIONSTEP VALUES  

Our values are core to what we are and what we aspire to be. Our values guide our actions and how we behave. They underscore how we treat each other, our partners and our customers. Our values also serve as a reminder of our focus on customer experience and innovation, and help us navigate toward our bright future.  

Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management software.  We are a fast growing, dynamic business with a global customer base of more than 50,000 and a team of over 300 in the USA, Australia, UK, Canada and New Zealand.  

THE PURPOSE OF YOUR ROLE 

The purpose of this senior product leader role is to define and drive the strategy for our global accounting, billing, and trust product portfolio. This role will ensure Actionstep meets the evolving needs of mid-market and enterprise law firms across multiple GEOs while simplifying our accounting offering, maximizing our recent accounting investments, and ensuring long-term scalability. 

ABOUT YOU 

You are a big thinker, looking to create positive change in an area of law firm administration (financial management and administration) that typically handles consistent pressure to go faster, get every little detail right, drive revenue realization and meet regulatory and compliance requirements. You will care deeply about these teams and making their working lives easier. You are someone who cares about near-term wins, while planning for long-term success. You have strong product architecture and design-thinking skills, allowing you define scalable product architecture that simplifies user experience, while maintaining future product optionality for Actionstep. 

WHAT YOU WILL BE DOING 

1. Product Strategy & Portfolio Leadership 

• Own the end-to-end strategy for Actionstep’s accounting portfolio 

• Develop a multi-year roadmap supporting growth and simplification  

• Include appropriate AI, pattern learning and automation as part of our solutions 

• Balance customer needs, market differentiation, and technical constraints 

• Define the optimal product architecture to support native and integrated products 

2. Market & GEO Alignment 

• Understand financial, compliance, and workflow requirements across UK, US, and ANZ 

• Ensure capabilities meet mid-market and enterprise needs (e.g. trust compliance, multi-entity accounting, advanced billing) 

3. Cross-Functional Execution 

• Lead a distributed PM team across NZ and Canada 

• Collaborate with Engineering, Design, GTM, Support, Finance 

• Serve as a key decision-maker for product priorities 

4. Product Investment Optimization 

• Maximize value and profitability of recent legal accounting acquisition 

• Define Legal Accounting’s strategic role within the broader portfolio 

5. Integration Strategy & Ecosystem 

• Define the optimal product architecture to support native and integrated products 

• Define scalable integration future (Xero, Elite, others) 

• Evaluate deeper standardized integrations to support larger firms 

6. Product Quality, Compliance & Customer Success 

• Ensure accounting accuracy, trust compliance, and auditability 

• Improve performance, reliability, and usability 

• Partner with Support and Success teams to enhance customer experience 

Relationship Management: 

• Build and maintain strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always. 

• Attending and proactively contributing to customer, partner and internal meetings with the view to add value in a constructive manner. 

Professional Development: 

• Actively looking to build own career through delivery of self and assisted professional development initiatives. 

• Being a thought leader both within Actionstep but also in the wider industry.  

• Staying abreast of industry best practice patterns, products and technologies and assisting in process improvement activities as required. 

Continuous Improvement: 

• Proactive in identifying and participating in the continuous improvement of processes and procedures within the ​Product​ Team. 

• Actively contribute to the development and maintenance of a strong department culture ensuring knowledge and experience is shared. 

Health & Safety: 

• Assume responsibility for your own and others safety and wellbeing, following all safety and wellbeing procedures and instructions, including reporting hazards, incidents and accidents and participating in safety and wellbeing initiatives and programmes as required. 

Other Responsibilities: 

• Undertaking any other reasonable duties as required