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About the Role

Caseware is seeking a Solutions Consultant to guide customers through evaluations of Caseware solutions, acting as a trusted advisor in technology modernization. This role involves a consultative approach to help clients understand current solutions and emerging technologies like AI and automation to drive efficiency and create opportunities. The Solutions Consultant will also liaise with internal teams to ensure customer needs are met.

Responsibilities

Partner with Account Managers and other Solution Consultants to help prospects and customers evaluate and plan for Caseware product implementation.
Lead evaluation activities including presentations, trials, and pilots, sharing expertise and best practices.
Coordinate with technical or product SMEs as needed.
Strategize with customers on migration and implementation journeys from existing tools.
Work with the Professional Services team to ensure clear direction and addressed requirements.
Support customer evaluations and implementations, providing information on tools, processes, and resources.
Ensure timelines and tasks remain on track during customer evaluations and implementations.
Create and maintain product demonstration strategies, use cases, and assets that are value and benefit-driven.
Act as a liaison between customers and Product teams, gathering and translating customer feedback into actionable insights.
Inform product development based on customer feedback.
Help prospects understand how the product roadmap addresses their business needs.
Attend Conferences and Events to maintain customer relationships and stay updated on industry trends.
Participate in speaking engagements and thought leadership events or publications.
Design and implement processes and systems to support scalable service delivery.
Assist in the development and execution of internal improvement plans for future growth.

Requirements

At least 3 years of experience preparing financial statements and/or performing Audit, Assurance, Review or Compilation engagements.
OR at least 3 years of experience in a customer-facing role (e.g., customer success, account management, implementation or project management) in a SAAS company serving the Accounting Profession.
Excellent written and oral communication and presentation skills.
Effective communicator with the ability to understand and interpret stakeholder needs.
Understanding of, or strong interest in, AI-powered accounting solutions and the ability to discuss how AI can be applied to modern accounting, audit, and advisory workflows.
Strong organization skills with experience tracking and managing multiple deliverables and tasks.
A resourceful self-starter who thrives in a fast-paced environment where initiative and problem-solving skills are required.
Sound understanding of technology within the audit and accountancy sector, or an enthusiasm to learn.
Direct experience utilizing CaseWare to create financial statements or perform engagements (Preferred).
CPA, Chartered Accountant or equivalent, with 3+ years Audit or Accounting experience (Preferred).
Experience leading technology adoption, training, methodology, or other innovation efforts in an accounting firm (Preferred).
Bachelor's degree in accounting, finance, or related field (Preferred).
Experience and/or qualifications in project, product or program management (Preferred).
Practical experience utilizing AI tools, including for software development (Preferred).
Deep understanding of accounting, financial processes and technologies (Preferred).
Experience with CRM systems and tools for sales and lead management (Preferred).
Product, Product Marketing, Sales experience, or experience working closely with those functional teams (Preferred).
Experience using Microsoft Office Suite and CRM software (E.g., Salesforce) (Preferred).
Experience documenting internal processes and identifying/implementing efficiency or quality improvements (Preferred).

Skills

AI-powered accounting solutions
Technology within the audit and accountancy sector
CaseWare utilization
Audit
Accounting
Project management
Product management
Program management
AI tools
Financial processes
Financial technologies
CRM systems
Sales lead management
Product Marketing
Microsoft Office Suite
Salesforce

Location

Canada

Work Type

Remote
Full-time
Permanent

Experience Level

3+ years

Education Level

Bachelor's degree in accounting, finance, or related field

Salary/Compensations

$110,000 CAD - $125,000 CAD per year

Benefits

Discretionary bonus
Commission
Health insurance
Retirement plans
Generous time-off policies

About the Company

Caseware is a leading SaaS organization in the global audit and accounting software industry with over 30 years of experience.
The company has over 500,000 users across 130 countries and offers its software in 16 languages.
Caseware's cutting-edge software products are designed for accounting firms, corporations, and governments.
The company is in its next major growth phase following a strategic investment from Hg Capital in 2020.
Caseware is committed to building diverse, equitable, and inclusive teams.

Equal Opportunity

Caseware is dedicated to building teams as diverse as our customers in an equitable and inclusive way.
We welcome and encourage candidates of all backgrounds to apply.
Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at talent@caseware.com.