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Consultant, Professional Services

3 months ago
Canada
Full-time
Senior
Consultant
Operations
Apply Now
Caseware

Caseware

CaseWare International Inc. provides cutting-edge software solutions for accounting firms, corporations, and governments, enabling users worldwide to work smarter and transform insights into impact.

Internet Software & Services
251-1K
Founded 1988
View All Jobs 20

Description

  • Lead end-to-end implementations of accounting and assurance solutions, including requirements gathering, solution design, configuration, testing, and go-live support.
  • Act as the primary solution authority for client engagements and provide expert guidance on Caseware functionality and best practices.
  • Translate client business and regulatory requirements into scalable, compliant software configurations aligned to accounting standards and firm methodologies.
  • Manage client relationships and serve as a trusted advisor to senior stakeholders throughout the implementation lifecycle.
  • Oversee project execution and delivery quality, including scope control, risk identification, issue resolution, timelines, budgets, and service standards.
  • Collaborate with Product, Support, Sales, and Engineering teams to escalate issues, share feedback, and improve client outcomes.
  • Mentor Associate Consultants and other implementation team members through knowledge sharing, solution reviews, and delivery oversight.
  • Deliver client training and change management activities to support adoption and long-term value realization.
  • Support pre-sales activities such as proposals, solution demos, effort estimation, and implementation planning.
  • Contribute to continuous improvement of Professional Services methodologies, standards, and implementation assets.

Requirements

  • At least 5 years of experience in a customer-facing role at a SaaS company serving the accounting profession, or at least 4 years of experience in an audit, accounting, or professional services firm.
  • Experience leading end-to-end software implementations, including requirements gathering, configuration, testing, and go-live support.
  • Strong understanding of accounting and assurance workflows, professional standards, and firm operating models.
  • Proven ability to manage client stakeholders and act as a trusted advisor in complex engagements.
  • Experience owning delivery outcomes with minimal oversight, including scope, quality, risk, and timelines.
  • Excellent communication, facilitation, and documentation skills in a professional services environment.
  • Ability to mentor and help develop team capability.
  • Experience in customer success, account management, implementation, product management, or project management is relevant.
  • Experience performing accounting, external audit, or assurance engagements is relevant.
  • Knowledge of Caseware or similar accounting and audit software is a plus.

Benefits

  • Annual base salary of CAD $103,000 to $130,000.
  • Eligibility for discretionary bonus and/or commission.
  • Comprehensive benefits including health insurance and retirement plans.
  • Flexible work options and remote opportunities.
  • Generous time-off policies.
  • Recognition programs and performance bonuses.
  • Opportunities for career growth.
  • Opportunity to work on international projects with a global team.

Interested in this position?

Apply directly on the company website

Apply Now

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