Solutions Consultant

Partner with our Account Managers and other Solution Consultants in helping prospects and customers evaluate and plan to implement Caseware products, helping them understand how solutions can drive efficiency, enhance quality, and create new opportunities within their organizations.

Lead evaluation activities including presentations, trials & pilots, sharing information on solutions expertise and best practices with customers, while coordinating with technical or product SMEs where appropriate.

Strategize with customers on their migration & implementation journeys from their existing accounting and audit tools, and work with them and our Professional Services teams and partners to ensure they have a clear direction and key requirements are addressed.

Support customer evaluations, providing information on tools, processes and resources to customers, and helping to ensure timelines and tasks remain on track.

Create and maintain product demonstration strategies, use cases and related assets that are value and benefit-driven, not feature walk throughs.

Act as the bridge between customers and Product teams, gathering and translating customer feedback into clear, actionable insights that inform product development while helping prospects understand how our roadmap addresses their business needs.

Attendance at Conferences, Events, and onsite demonstrations, maintaining relationships with customers and staying up to date with industry standards and trends. Depending on customer needs, the role may require up to 10% travel.

Participate in virtual and live speaking engagements and thought leadership events or publications, as comfortable.

Design and implementation of processes and systems to support the delivery of consistent, scalable services. Assist in the execution of improvement plans internally that are scalable to support future growth.

Required:

At least 3 years experience performing Audit, Assurance, Review or Compilation engagements OR at least 3 years’ experience in customer-facing role (e.g., customer success, account management, implementation, product or project management) 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 and the ability to discuss how AI can be applied to modern accounting, audit, and advisory workflows with clients and prospects.

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.

Have a sound understanding of technology within the audit and accountancy sector, or an enthusiasm to learn.

Preferred:

CPA, Charted Accountant or equivalent, with 3+ years Audit or Accounting experience.

Expertise in software development, including utilizing AI tools e.g., Claude Code for authoring, quality control or development.

Direct experience authoring in CaseWare solutions, and/or utilizing CaseWare to create financial statements or perform engagements.

Experience leading technology adoption, training, methodology, or other innovation efforts in an accounting firm.

Expertise performing engagements under US auditing and accounting standards.

Practical experience utilizing AI tools, including for software development.

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

Experience and/or qualifications in project, product or program management.

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.