Senior Solutions Consultant

🔥 16 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💻 Solutions Engineer

👻 Ghost score 12%

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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

• Support larger customers with custom and complex needs in evaluating Caseware solutions • Serve as a trusted advisor to accounting firms and organizations during technology modernization decisions • Understand customers’ technology ecosystems and needs • Develop appropriate product offerings and implementation pathways • Liaise with product, account management, training, and professional services teams • Partner with Account Managers and other Solution Consultants to help complex customers evaluate and plan Caseware product implementations • Lead technical evaluation activities, including presentations, pilots, and proof of concepts • Share expertise on solutions and best practices with customers • Coordinate with technical or product subject-matter experts • Scope configuration and customization requirements and define actions to address them • Advise customers on architectural, authoring, and custom development capabilities and tools • Advise on Caseware AI-powered development capabilities, including JSON, GitHub, and Claude Code • Support customer evaluations and keep timelines and tasks on track • Translate customer feedback into actionable insights for Product teams • Strategize with customers on migration from existing accounting and audit tools • Work with Professional Services teams and partners on migration requirements • Attend conferences, events, and onsite workshops • Maintain customer relationships and track industry standards and trends • Design and implement processes and systems for consistent, scalable services

🎯 Requirements

• At least 4 years’ experience designing, developing or implementing software solutions for the accounting industry OR at least 4 years experience performing External Audit, Review or Compilation engagements • Understanding of, or strong interest in, utilizing AI-powered software development capabilities • Ability to strategize and discuss how AI can be applied to key workflows with customers and prospects • Strong analytical and problem-solving skills • Exceptional attention to detail • Excellent written and oral communication and presentation skills • Ability to understand and interpret stakeholder needs • Strong organization skills with experience tracking and managing multiple deliverables and tasks • Resourceful self-starter who thrives in a fast-paced environment • Willingness to work Eastern Time Zone hours • Willingness to travel up to 10% • Preferred: expertise in cloud-based software development, including JavaScript and JSON fundamentals • Preferred: Git-based version control proficiency • Preferred: practical experience utilizing AI tools, e.g., Claude Code, for development • Preferred: direct experience authoring in CaseWare solutions and/or 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: experience developing or maintaining audit methodologies, templates, or professional guidance • Preferred: Bachelor's degree in accounting, finance, AI or related field • Preferred: experience and/or qualifications in project, product, or program management • Preferred: deep understanding of accounting, financial processes and technologies • 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 • Candidates must reside in and be eligible to work in the United States

🏖️ 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, upon request

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