[Hiring] Solutions Consultant @Caseware

Role Description

We are seeking a highly motivated and detail-oriented Solutions Consultant to join our team at Caseware, a leading SaaS organization. As a Solutions Consultant, you will be responsible for successfully leading our customers and prospective customers through exploration and evaluations of Caseware solutions. In this role, you will serve as a trusted advisor, working collaboratively with accounting firms and organizations as they navigate critical decisions around technology modernization.

By taking a consultative approach, you will be their partner to guide them through all aspects of their software evaluation, helping them understand not only current solutions but also how emerging technologies, including AI and automation, can drive efficiency, enhance quality, and create new opportunities within their organizations. You will also liaise with team members in account management, training, professional services, support, and product to help ensure customer needs are addressed on a timely basis, and professionally.

This role supports customers and internal stakeholders across North America and may require availability to accommodate meetings across Eastern Time (ET) to Pacific Time (PT) business hours, with notice, to effectively collaborate with clients, partners, and cross-functional teams.

This is a full-time, permanent position.

This is a new vacancy.

Location: The role is a remote role and is available to all applicants residing and eligible to work in Canada.

What you will be doing:

• Partner with our Account Managers and other Solution Consultants in helping prospects and customers evaluate and plan to implement Caseware products.
• Lead evaluation activities including presentations, trials & pilots, sharing information on solutions expertise and best practices with customers.
• Strategize with customers on their migration & implementation journeys, ensuring they have a clear direction and key requirements are addressed.
• Support customer evaluations and implementations, providing information on tools, processes, and resources to customers.
• Create and maintain product demonstration strategies, use cases, and related assets that are value and benefit-driven.
• Act as the bridge between customers and Product teams, gathering and translating customer feedback into clear, actionable insights.
• Attendance at Conferences and Events, maintaining relationships with customers and staying up to date with industry standards and trends.
• Participate in speaking engagements and thought leadership events or publications, as comfortable.
• Design and implement processes and systems to support the delivery of consistent, scalable services.

Qualifications

• At least 3 years experience preparing financial statements and/or performing Audit, Assurance, Review or Compilation engagements OR at least 3 years’ experience in a customer-facing role in a SAAS company serving the Accounting Profession.
• Excellent written and oral communication and presentation skills.
• Effective communicator with ability to understand and interpret stakeholder needs.
• Understanding of, or strong interest in, AI-powered accounting solutions.
• Strong organization skills with experience tracking and managing multiple deliverables and tasks.
• A resourceful self-starter who thrives in a fast-paced environment.
• Have a sound understanding of technology within the audit and accountancy sector, or an enthusiasm to learn.

Requirements

• Have direct experience utilizing CaseWare to create financial statements or perform engagements.
• CPA, Chartered Accountant or equivalent, with 3+ years Audit or Accounting experience.
• Experience leading technology adoption, training, methodology, or other innovation efforts in an accounting firm.
• Bachelor's degree in accounting, finance, or related field.
• Experience and/or qualifications in project, product or program management.
• Practical experience utilizing AI tools, including for software development.
• Deep understanding of accounting, financial processes and technologies.
• Experience with CRM systems and tools for sales and lead management.
• Product, Product Marketing, Sales experience, or experience working closely with those functional teams.
• Experience using Microsoft Office Suite and CRM software (E.g., Salesforce).
• Experience documenting internal processes and identifying/implementing efficiency or quality improvements.

Benefits

• Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting.
• We are committed to a collaborative culture, where your ideas are valued.
• Work-life balance is important to us. We offer flexible work options and generous time-off policies.
• We offer competitive compensation, including a competitive salary and comprehensive benefits.
• Your contributions directly affect how our clients manage financial processes.
• We celebrate hard work through recognition programs and performance bonuses.
• Work on international projects and collaborate with a diverse, global team.