Solutions Consultant
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Job Description
Solutions Consultant guiding accounting firms through Caseware audit and financial reporting software evaluations. Advising on AI, automation, migrations, implementations, and customer technology modernization.
Responsibilities:
- Lead customers and prospective customers through exploration and evaluation of Caseware solutions
- Serve as a trusted advisor to accounting firms and organizations navigating technology modernization
- Guide customers through software evaluations, including emerging AI and automation technologies
- Liaise with account management, training, professional services, support, and product teams
- Partner with Account Managers and Solution Consultants to help prospects and customers evaluate and plan Caseware implementations
- Lead presentations, trials, and pilots, coordinating with technical or product subject-matter experts
- Strategize with customers on migration and implementation journeys from existing accounting and audit tools
- Support evaluations by providing information on tools, processes, and resources while keeping timelines and tasks on track
- Create and maintain value- and benefit-driven product demonstration strategies, use cases, and assets
- Gather and translate customer feedback into actionable insights for Product teams
- Attend conferences, events, onsite demonstrations, and thought-leadership activities; travel may be up to 10%
- Design and implement processes and systems supporting consistent, scalable services
- Execute internal improvement plans to support future growth
Requirements:
- At least 3 years experience performing Audit, Assurance, Review or Compilation engagements OR at least 3 years’ experience in a customer-facing role in a SaaS company serving the Accounting Profession
- Excellent written and oral communication and presentation skills
- Ability to understand and interpret stakeholder needs
- Understanding of, or strong interest in, AI-powered accounting solutions
- Ability to discuss how AI can be applied to modern accounting, audit, and advisory workflows
- Strong organization skills with experience tracking and managing multiple deliverables and tasks
- Resourceful self-starter with initiative and problem-solving skills
- Sound understanding of technology within the audit and accountancy sector, or enthusiasm to learn
- CPA, Chartered Accountant or equivalent, with 3+ years Audit or Accounting experience (preferred)
- Expertise in software development, including utilizing AI tools such as Claude Code (preferred)
- Direct experience authoring in CaseWare solutions and/or utilizing CaseWare to create financial statements or perform engagements (preferred)
- Experience leading technology adoption, training, methodology, or innovation efforts in an accounting firm (preferred)
- Expertise performing engagements under US auditing and accounting standards (preferred)
- Practical experience utilizing AI tools, including for software development (preferred)
- Bachelor's degree in accounting, finance, or related field (preferred)
- Experience and/or qualifications in project, product, or program management (preferred)
- Deep understanding of accounting, financial processes, and technologies (preferred)
- Experience with CRM systems and tools for sales and lead management (preferred)
- Product, Product Marketing, Sales experience, or experience working closely with those functional teams (preferred)
- Experience using Microsoft Office Suite and CRM software such as Salesforce (preferred)
- Experience documenting internal processes and identifying/implementing efficiency or quality improvements (preferred)
Benefits:
- Flexible work options and remote opportunities
- Generous time-off policies
- Competitive salary
- Comprehensive benefits
- Performance bonuses
- Recognition programs
- Opportunities for career growth
- International projects
- Collaboration with a diverse, global team
- Accommodations during the application or interview process where required
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