Solutions Consultant

Role overview

Location and travel

• This is a remote role for applicants residing in and eligible to work in the UK.
• Travel to UK offices or international locations may be required depending on client needs.

What you will be doing

• Partner with Account Managers on customer and prospect product evaluations and implementation planning.
• Lead presentations, trials and pilots and share solution expertise and best practices.
• Create value-driven product demonstration strategies and related assets.
• Support migration strategies from existing accounting and audit platforms to Caseware cloud solutions.
• Translate customer feedback into actionable Product-team insights and explain product-roadmap alignment.
• Coordinate customer issues involving access, licences, account maintenance and support escalation.
• Maintain product knowledge resources, evaluation toolkits and scalable service-delivery processes.
• Attend industry events and participate in thought-leadership activities when comfortable.

What you will bring

• Bring at least 4 years of audit or assurance experience, or customer-facing SaaS experience serving the accounting profession.
• Understand or strongly want to learn AI-powered accounting solutions and their client applications.
• Demonstrate excellent written, oral, presentation, stakeholder-management and organisational skills.
• Be resourceful, proactive and able to manage multiple tasks in a fast-paced environment.
• Have audit and accountancy technology knowledge or enthusiasm to learn.

Nice to have

• Direct experience using Caseware for financial statements or engagements is preferred.
• Chartered Accountant or equivalent certification is preferred.
• Technology-adoption, training, methodology or accounting-firm innovation experience is preferred.
• Sales methodology, project, product or programme management experience is preferred.
• An accounting, finance or related bachelor's degree is preferred.
• CRM, Salesforce, Microsoft Office, AI-tool and process-improvement experience is preferred.

What is offered

• The company offers flexible work options, remote opportunities, time off, competitive compensation, benefits and performance bonuses.
• Employees can work on international projects with a global team and receive recognition and career-growth opportunities.