Solutions Consultant

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages.

We are seeking a highly motivated and detail-oriented Solutions Consultant to join our team at Caseware, a leading SaaS organization. As a Solutions Consultant, you will play a critical role in successfully leading our customers and prospective customers through exploration and evaluations of Caseware solutions.

By taking a consultative approach, you will be their partner to guide them through all aspects of their software evaluation, helping them understand not only current solutions but also how emerging technologies, including AI and automation, can drive efficiency, enhance quality, and create new opportunities within their organizations. You will also liaise with team members in account management, training, professional services, support, and product to help ensure customer needs are addressed on a timely basis, and professionally.

You will work closely with international teams to assist and contribute ideas in moving toward a global process within the solutions consulting team.

What you will be doing:

• Partner with our Account Managers in helping our prospects and customers evaluate and plan to implement Caseware products, helping them understand how solutions can drive efficiency, enhance quality, and create new opportunities within their organizations.
• Lead evaluation activities including presentations, trials & pilots, sharing information on solutions expertise and best practices with customers, while coordinating with technical or product SMEs where appropriate.
• Create and maintain product demo strategies and related assets that are value and benefit-driven, not feature walkthroughs.
• Assist in the development and execution of customer migration strategies from their existing accounting and audit platforms to Caseware’s suite of cloud solutions.
• Act as the bridge between customers and Product teams, gathering and translating customer feedback into actionable insights that inform product development while helping prospects understand how our roadmap addresses their business needs.
• Coordinate internally to address customer issues not handled through existing support channels (e.g., coordination of access, licenses, account maintenance, escalating support).
• Assist in the development and maintenance of a product knowledge base for team members to access as a supplemental resource to the Solutions Consulting team.
• Capture, and where appropriate, respond to customer and prospect feedback relating to product and sales experience to support continued innovation.
• Create and maintain toolkits and resources to support customer evaluations, working with other Caseware teams as relevant.
• Design and implementation of processes and systems to support the delivery of consistent, scalable services. Assist in the development and execution of improvement plans internally that are scalable to support future growth.
• Attendance at conferences and events, maintaining relationships with customers and staying up to date with industry standards and trends.
• Participate in speaking engagements and thought leadership events or publications, as comfortable.

What you will bring:

• 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 (e.g., customer success, account management, implementation, product or project management) in a SaaS company serving the Accounting Profession.
• Understanding of, or strong interest in, AI-powered accounting solutions and the ability to discuss how AI can be applied to modern accounting, audit, and advisory workflows with clients and prospects.
• Excellent written, oral communication, and presentation skills.
• Effective communicator with the ability to understand and interpret stakeholder needs.
• Strong organization skills with experience tracking and managing multiple deliverables and tasks.
• A resourceful self-starter who thrives in a fast-paced environment where initiative and problem-solving skills are required.
• Have a sound understanding of technology within the audit and accountancy sector, or an enthusiasm to learn.

Nice to have:

• Direct experience utilizing CaseWare to create financial statements or perform engagements.
• Charted Accountant or equivalent certification.
• Experience leading technology adoption, training, methodology, or other innovation efforts in an accounting firm.
• Expertise with Sales methodology and techniques.
• A Bachelor's degree in accounting, finance, or a related field.
• Experience and/or qualifications in project, product, or program management.
• Practical experience utilizing AI tools, including for software development.
• Deep understanding of accounting, financial processes, and technologies.
• Experience with CRM systems and tools for sales and lead management.
• Product, Product Marketing, Sales experience, or experience working closely with those functional teams.
• Experience using Microsoft Office Suite and CRM software (e.g., Salesforce).
• Experience documenting internal processes and identifying/implementing efficiency or quality improvements.