Solutions Consultant

🔥 9 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💻 Solutions Engineer

👻 Ghost score 11%

What it means: how likely this posting is sitting open without active hiring.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

• 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