Solutions Consultant

🔥 9 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💻 Solutions Engineer

👻 Ghost score 11%

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Logo of Caseware

Caseware

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

• 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 and explain how emerging technologies, including AI and automation, can improve efficiency and quality • Liaise with account management, training, professional services, support, and product teams • Contribute ideas toward a global solutions consulting process • Partner with Account Managers to help prospects and customers evaluate and plan Caseware implementations • Lead presentations, trials, and pilots, coordinating with technical or product subject-matter experts • Create and maintain value- and benefit-driven product demo strategies and assets • Assist with customer migration strategies from existing accounting and audit platforms to Caseware cloud solutions • Translate customer feedback into actionable insights for Product teams • Coordinate resolution of customer issues involving access, licenses, accounts, and escalated support • Maintain product knowledge bases, evaluation toolkits, and supporting resources • Design and implement scalable processes and systems and assist with internal improvement plans • 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 as comfortable

🎯 Requirements

• At least 4 years’ experience preparing financial statements or performing External Audit or Assurance engagements, or at least 4 years’ experience in a customer-facing role in a SaaS company serving the Accounting Profession • Understanding of, or strong interest in, AI-powered accounting solutions and ability to discuss AI applications in accounting, audit, and advisory workflows • Excellent written, oral communication and presentation skills • Ability to understand and interpret stakeholder needs • Strong organizational skills and 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 • Must reside in and be eligible to work in the UK • Nice to have: direct CaseWare experience, Chartered Accountant or equivalent certification, technology adoption/training/methodology experience, sales methodology expertise, project/product/program management experience, practical AI tools experience, accounting and financial-process expertise, CRM experience, Microsoft Office Suite and Salesforce experience, process documentation and improvement experience • Bachelor's degree in accounting, finance, or related field (nice to have)

🏖️ Benefits

• Flexible work options • Remote opportunities • Generous time-off policies • Competitive salary • Comprehensive benefits • Recognition programs • Performance bonuses • 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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