Solutions Consultant

What you will be doing:

• Partner with our Account Managers in helping our prospects and customers evaluate and plan to implement Caseware products, helping them understand how solutions can drive efficiency, enhance quality, and create new opportunities within their organizations.  

• 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. 

• Create and maintain product demo strategies and related assets that are value and benefit-driven, not feature walk throughs.  
• Assist in the development and execution of customer migration strategies from their existing accounting and audit platforms to Caseware’s suite of cloud solutions.  
• Act as the bridge between customers and Product teams, gathering and translating customer feedback into actionable insights that inform product development while helping prospects understand how our roadmap addresses their business needs. 
• Coordinate internally to address customer issues not handled through existing support channels (e.g. coordination of access, licenses, account maintenance, escalating support).  
• Assist in the development and maintenance of a product knowledge base for team members to access as a supplemental resource to the SC team.  
• Capture, and where appropriate respond to, customer and prospect feedback relating to product and sales experience to support continued innovation.  
• Create and maintain toolkits and resources to support customer evaluations, working with other Caseware teams as relevant.  
• Design and implementation of processes and systems to support the delivery of consistent, scalable services. Assist in the development and execution of improvement plans internally that are scalable to support future growth.  
• Attendance at Conferences and Events, maintaining relationships with customers and staying up to date with industry standards and trends.  
• Participate in speaking engagements and thought leadership events or publications, as comfortable. 

What you will bring:

• At least 4 years’ experience preparing financial statements or performing External Audit or Assurance engagements or at least 4 years’ experience in customer facing role (e.g. customer success, account management, implementation, product or project management) in a SAAS company serving the Accounting Profession. 
• Understanding of, or strong interest in, AI-powered accounting solutions and the ability to discuss how AI can be applied to modern accounting, audit, and advisory workflows with clients and prospects. 
• Excellent written, oral communication and presentation skills. 
• Effective communicator with ability to understand and interpret stakeholder needs. 
• 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. 
• Have a sound understanding of technology within the audit and accountancy sector, or an enthusiasm to learn. 

Nice to have:

• Have direct experience utilizing CaseWare to create financial statements or perform engagements. 

• Charted Accountant or equivalent certification 

• Experience leading technology adoption, training, methodology, or other innovation efforts in an accounting firm. 

• Expertise with Sales methodology and techniques 

• Bachelor's degree in accounting, finance, or related field 

• Experience and/or qualifications in project, product or program management. 

• Practical experience utilizing AI tools, including for software development. 

• Deep understanding of accounting, financial processes and technologies. 

• Experience with CRM systems and tools for sales and lead management 

• Product, Product Marketing, Sales experience, or experience working closely with those functional teams 

• Experience using Microsoft Office Suite and CRM software (E.g., Salesforce) 

• Experience documenting internal processes and identifying/implementing efficiency or quality improvements.