Solutions Consultant

About the Position

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, a leading SaaS organization. As a Solutions Consultant, you will play a critical role in ensuring our largest strategic customers are successful in their evaluations and implementations of Caseware solutions.

Responsibilities

• Partner with our Strategic Account Managers in helping our prospects and customers evaluate and implement Caseware products.
• Strategize with customers on their evaluation & implementation journeys, identifying needs and working with them to develop a project plan.
• Create and maintain product demo strategies and related assets.
• Support customer evaluations and implementations, providing information on tools, processes, and resources.
• Assist in the development and execution of customer migration strategies.
• Coordinate internally to address customer issues not handled through existing support channels.
• Assist in the development and maintenance of a product knowledge base.
• Capture and respond to customer and prospect feedback.
• Create and maintain toolkits and resources to support customer evaluations and implementations.
• Design and implementation of processes and systems to support the delivery of consistent, scalable services.
• Attend key industry trade shows and events.
• Participate in speaking engagements and thought leadership events.

Requirements

• At least 4 years’ experience working in an Audit/Accounting/Professional Services Firm performing External Audit or Assurance engagement or at least 5 years’ experience in a customer-facing role in a SAAS company serving the Accounting Profession.
• 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.
• A sound understanding of technology within the audit and accountancy sector, or an enthusiasm to learn.

Nice to Have

• Chartered Accountant (or equivalent) with 5+ years of external audit experience, ideally with hands-on use of CaseWare.
• Background in audit innovation, training, or tech adoption within a firm.
• Strong understanding of financial processes, project/product management, CRM tools (e.g., Salesforce), and experience collaborating with product, marketing, or sales teams.

We Offer

• Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
• We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
• Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies.
• We offer competitive compensation, including a competitive salary and comprehensive benefits.
• We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
• Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
• We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.

About the Company

Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

One of Caseware's core values is Many Voices, One Team, and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please email our People Operations team at [email protected].

Background Check:

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co, which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co.

Security and Fraud:

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com, and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Location:

The role is a remote role and is available to all applicants residing and eligible to work in the UK. There may be requirements to travel to various offices around the UK or internationally depending on client needs.