Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
The Strategic Solutions Consultant will be responsible for successfully leading our largest US customers and prospective customers through exploration and evaluations of Caseware solutions. In this role, you will serve as a strategic advisor, working collaboratively with top accounting firms as they navigate critical decisions around audit technology modernization. By taking a consultative approach, you will be their partner to guide them through all aspects of their software evaluation and help plan for their future implementation. You will also liaise with team members in account management, training, support and product, as well as with our strategic partners, to help ensure key customer needs are addressed on a timely basis, and professionally.
This role is remote and open to candidates who reside in and are eligible to work in the United States.
❗Note: Candidates must be willing to work Eastern Time Zone hours.
What you will be doing:
Collaborate with our Strategic Account Managers to architect and execute comprehensive, long-term technology transformation plans for our largest prospects and customers.
Guide customers through their technology transformation journeys by understanding their organizational needs (communications, change management, training, support strategy) and translating these into clear plans for successful evaluation & adoption.
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.
Build and maintain strong relationships with key stakeholders, including C-suite, operational, and technical stakeholders across large accounting firms.
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.
Work closely with CPA.com, Caseware’s strategic partner in the US market to ensure professional services are planned and delivered appropriately.
Provide domain expertise and insight to other key Customer teams e.g., Product, Marketing, Engineering & Customer Success to inform strategy and internal initiatives.
Attendance at Conferences and Events, maintaining relationships with customers and staying up to date with industry standards and trends.
Facilitate user group sessions with key customers and stakeholders.
Speaking on webinars, performing outreach, authoring thought leadership, and contributing to other special projects, as relevant to your experience and personal career goals.
What you will bring:
Qualifications & Experience Required
Experience leading audit and/or technology adoption, training, methodology, or other innovation efforts in a Public Accounting Firm, or at least 5 years of experience in a relevant customer-facing role (e.g., customer success, account management, implementation, product, or project management) at a SaaS company selling solutions to accounting firms.
Excellent written and oral communication and presentation skills, with the confidence to communicate effectively with and advise senior leadership at CPA firms.
A sound understanding of technology within the audit and accountancy sector.
Ability to understand and interpret the needs of different stakeholders.
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.
Preferred Qualifications:
CPA or equivalent with 5+ years Audit, Tax or CAS experience in a Public Accounting Firm
Experience with product design or software development.
Direct experience utilizing Caseware to perform engagements.
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
Experience in Product, Product Marketing, or Sales, or working closely with those functional teams.
Experience using Microsoft Office Suite and CRM software (E.g., Salesforce)
What's in it for you:
▪️Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
▪️We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
▪️Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
▪️We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
▪️We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
▪️Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
▪️We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
About Caseware:
Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.
With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.
One of Caseware's core values is Many Voices, One Team and with that in mind, we're 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 [email protected].
Background Check:
Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co
Security and Fraud:
Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.
