Caseware · 10 hours ago
Senior Solutions Consultant
United States
Full-time
Remote
Senior Level
5+ years expCaseware is a leading Fintech company in the global audit and accounting software industry. The Senior Solutions Consultant will guide major US customers through their evaluation of Caseware solutions, acting as a strategic advisor and ensuring customer needs are met throughout the software evaluation and implementation process.
AccountingInformation TechnologySoftwareSoftware Engineering
Responsibilities
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
Qualification
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
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)
Benefits
Health insurance
Retirement plans
Flexible work options
Remote opportunities
Generous time-off policies
Recognition programs
Performance bonuses
Opportunities for career growth
Company
Caseware
CaseWare helps accounting firms, governments and corporations manage audit and financial reporting processes efficiently and with less risk.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Hg
2020-10-27Private Equity
Leadership Team
Danielle Supkis Cheek
SVP, AI, Analytics, and Assurance
Recent News
2025-12-12
Company data provided by crunchbase