Solutions Consultant

🕒 September 18

🇨🇦 Canada – Remote

💵 $110k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💻 Solutions Engineer

👻 Ghost score 2%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Caseware

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🏢 Enterprise

☁️ SaaS

Finance • Enterprise • SaaS

Caseware is a global leader in providing software solutions for accounting, auditing, and financial reporting. Their products, such as Caseware Cloud and Caseware Working Papers, are designed to modernize accounting practices, streamline audits, and provide robust financial reporting tools for accounting firms, corporations, and government entities. Caseware is renowned for integrating advanced technologies, including AI-driven tools, to enhance efficiency and insight for its users. Their offerings are localized to meet regional standards and cater to diverse sectors, including public and private organizations. With a focus on transformation through technology, Caseware supports over 500,000 accounting professionals in more than 130 countries.

📋 Description

• Partner with Account Managers and other Solution Consultants to help prospects and customers evaluate and plan implementation of Caseware products • Lead presentations, trials, and pilots, sharing solution expertise and best practices • Coordinate with technical or product subject-matter experts when appropriate • Strategize with customers on migration and implementation journeys from existing accounting and audit tools • Work with customers and Professional Services to establish direction and address key requirements • Support customer evaluations and implementations by providing information on tools, processes, and resources • Help ensure timelines and tasks remain on track • Create and maintain product demonstration strategies, use cases, and value-driven assets • Bridge customers and Product teams by translating customer feedback into actionable product insights • Attend conferences and events, maintain customer relationships, and stay current with industry standards and trends • Participate in speaking engagements and thought leadership events or publications • Design and implement processes and systems supporting consistent, scalable services • Assist with internal improvement plans that support future growth • Serve as a trusted advisor to accounting firms and organizations navigating technology modernization • Collaborate with account management, training, professional services, support, and product teams

🎯 Requirements

• At least 3 years’ experience preparing financial statements and/or 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 • Direct experience utilizing CaseWare to create financial statements or perform engagements (preferred) • CPA, Chartered Accountant or equivalent, with 3+ years Audit or Accounting experience (preferred) • Experience leading technology adoption, training, methodology, or innovation efforts in an accounting firm (preferred) • Bachelor's degree in accounting, finance, or related field (preferred) • Experience and/or qualifications in project, product or program management (preferred) • Practical experience utilizing AI tools, including for software development (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, e.g. Salesforce (preferred) • Experience documenting internal processes and identifying/implementing efficiency or quality improvements (preferred) • Must reside in and be eligible to work in Canada • Availability to accommodate meetings across Eastern Time to Pacific Time business hours, with notice

🏖️ Benefits

• Flexible work options • Remote opportunities • Generous time-off policies • Competitive salary • Health insurance • Retirement plans • Performance bonuses • Opportunities for career growth • International projects • Collaboration with a diverse, global team • Discretionary bonus and/or commission • Other benefits

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