Solutions Consultant

3 weeks, 1 day ago
Full-time
Mid Level
Customer and Technical Support
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

Description

  • Partner with Account Managers and Solutions Consultants to help prospects evaluate and plan Caseware implementations.
  • Lead customer presentations, trials, pilots, and solution evaluations, coordinating with technical and product experts.
  • Advise customers on migration and implementation plans from existing accounting and audit tools.
  • Support evaluations and implementations by providing resources, tracking tasks, and maintaining timelines.
  • Create value-focused product demonstrations, use cases, and supporting assets.
  • Translate customer feedback into actionable insights for Product teams and communicate roadmap alignment to customers.
  • Represent Caseware at conferences, events, speaking engagements, and thought leadership activities.
  • Design scalable processes and systems and support internal improvement initiatives.
  • Collaborate with account management, training, professional services, support, and product teams to address customer needs.

Requirements

  • At least 3 years preparing financial statements or performing audit, assurance, review, or compilation engagements, or 3 years in a customer-facing SaaS role serving the accounting profession.
  • Excellent written, verbal, and presentation skills.
  • Ability to understand and interpret stakeholder needs effectively.
  • Understanding of, or strong interest in, AI-powered accounting solutions and their application to accounting, audit, and advisory workflows.
  • Strong organizational skills and experience managing multiple deliverables and tasks.
  • Resourceful, self-directed problem solver who thrives in a fast-paced environment.
  • Understanding of audit and accounting technology, or enthusiasm and ability to learn it.
  • CaseWare experience preferred.
  • CPA, Chartered Accountant, or equivalent with 3+ years of audit or accounting experience preferred.
  • Bachelor’s degree in accounting, finance, or a related field preferred.
  • Experience with technology adoption, training, project/product/program management, AI tools, CRM systems such as Salesforce, Microsoft Office, or process improvement preferred.

Benefits

  • CAD $110,000–$125,000 annual base salary.
  • Eligibility for discretionary bonus and/or commission.
  • Comprehensive health insurance and retirement plans.
  • Remote work, flexible work options, and generous time-off policies.
  • Career growth, recognition programs, and performance bonuses.
  • Collaborative, inclusive culture with global projects and international collaboration.

Interested in this position?

Apply directly on the company website

Apply Now

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