Head of Professional Services
Head of Professional Services
Posted on :
28-08-2025
Employer Active
1 Vacancy
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Job Description
Caseware is one of Canadas original Fintech companies having led the global audit and accounting software industry for over 30 years with more than 500000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
Were looking for a visionary Head of Professional Services to lead the global delivery of client onboarding implementation training and migration services. If youre passionate about delivering exceptional client outcomes scaling professional services at a global SaaS company and making a strategic impactthis role is for you.
This is a full-time permanent position.
Location:
This position is available to all applicants residing and eligible to work in Canada USA UK Europe or Australia.
What you will be doing:
- Lead Our Global Services Strategy:
- Own and evolve Casewares Professional Services strategy across onboarding implementation training and migrations.
- Build scalable high-impact service models that support firms of all sizesacross North America EMEA and APAC.
- Set standards frameworks and KPIs to deliver consistency quality and efficiency worldwide.
- Oversee Cloud Migrations:
- Guide firms through seamless transitions from on-premise to Casewares cloud platform.
- Drive execution of complex migration projects using tools like Caseware CloudBridge and bulk import templates.
- Ensure data integrity accurate setup and minimal disruption for clients.
- Deliver Exceptional Client Experiences:
- Act as an executive sponsor for strategic clients providing white-glove guidance throughout their implementation journey.
- Tailor services to client workflows across audit review and AUP engagements.
- Collaborate cross-functionally to solve challenges and exceed client expectations.
- Drive Operational Excellence:
- Lead global service delivery teams and manage overall resourcing forecasting and service efficiency.
- Identify opportunities for automation tooling and process improvements.
- Continuously improve time-to-value and project performance metrics.
- Own Services Revenue and Team Growth:
- Lead global service delivery teamsand manage overall resourcing forecasting and service efficiency.
- Identify opportunities for automation tooling and process improvements.
- Continuously improve time-to-value and project performance metrics
What you will bring:
- 10 years of leadership experience in Professional Services Customer Success or SaaS delivery roles.
- Proven ability to scale global services teams and deliver complex client implementations or data migrations.
- Deep knowledge of accounting/audit workflows and engagement file structures.
- Experience with Caseware tools is a strong asset.
- Strong communication and stakeholder management skillsincluding executive presence.
- Experience with mid- to large-sized accounting firms and familiarity with hybrid cloud environments.
Whats in it for you:
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 to ensure a healthy work-life balance.
We offer competitive compensation including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
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 Caseware:
Casewares cutting-edge software products are meticulously designed for accounting firms corporations and 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 Casewares core values is Many Voices One Team and with that in mind were 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 e-mail our People Operations team at
Background Check:
Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residingin the Netherlands and Germany are excluded from undergoing background checks via
Security and Fraud:
Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @ and our open positions are always listed on reputable job boards and on our website We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer proceed with extreme caution.
Required Experience:
Director
Employment Type
Full-Time
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