Solutions Consultant
Core
Guide accounting firms and organizations through the evaluation, implementation, and modernization of Caseware audit and accounting software solutions, acting as a trusted advisor on technology adoption and AI-driven efficiency.
Role type
Solutions Consultant (SaaS)
Builds
Caseware audit and accounting software platform for the global accounting profession
Domain
Fintech / Accounting & Audit Software
Deliverable
product features
Required skills
Financial statement preparation, Audit/Assurance/Review/Compilation engagements, Customer-facing experience in SaaS, AI-powered accounting solutions knowledge, Stakeholder needs interpretation, Technology understanding in audit/accountancy
Preferred skills
Direct Caseware utilization experience, CPA/Charted Accountant certification, Technology adoption leadership in accounting firms, Project/Product/Program management, AI tools practical experience, CRM systems experience, Product marketing experience, Microsoft Office Suite proficiency
Responsibilities
Partner with Account Managers to help prospects evaluate and plan Caseware product implementation, Lead evaluation activities including presentations, trials, and pilots, Strategize with customers on migration and implementation journeys, Support customer evaluations and implementations to ensure timelines remain on track, Create and maintain product demonstration strategies and use cases, Act as a bridge between customers and Product teams to translate feedback into actionable insights, Attend conferences and events to maintain customer relationships and stay updated on industry trends
Seniority
Mid-level, hands-on IC