Solutions Consultant

Partner with our Account Managers and other Solution Consultants in helping 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.
Strategize with customers on their migration & implementation journeys from their existing accounting and audit tools and work with them and the Professional Services team to ensure they have a clear direction and key requirements are addressed.
Support customer evaluations and implementations providing information on tools processes and resources to customers and helping to ensure timelines and tasks remain on track.
Create and maintain product demonstration strategies use cases and related assets that are value and benefit-driven not feature walk throughs.
Act as the bridge between customers and Product teams gathering and translating customer feedback into clear actionable insights that inform product development while helping prospects understand how our roadmap addresses their business needs.
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.
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.

Required:

At least 3 years experience preparing financial statements and/or performing Audit Assurance Review or Compilation engagements OR at least 3 years experience in customer-facing role (e.g. customer success account management implementation or project management) in a SAAS company serving the Accounting Profession.
Excellent written and oral communication and presentation skills.
Effective communicator with ability to understand and interpret stakeholder needs.
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.
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.

Preferred:
Have direct experience utilizing CaseWare to create financial statements or perform engagements.
CPA Charted Accountant or equivalent with 3 years Audit or Accounting experience.
Experience leading technology adoption training methodology or other innovation efforts in an accounting firm.
Bachelors degree in accounting finance or 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.