Senior Solutions Consultant
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Job Location:
Atlanta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
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!
The Strategic Solutions Consultant will be responsible for successfully leading our largest US customers and prospective customers through exploration and evaluations of Caseware this role you will serve as a strategic advisor working collaboratively with top accounting firms as they navigate critical decisions around audit technology modernization. By taking a consultative approach you will be their partner to guide them through all aspects of their software evaluation and help plan for their future implementation. You will also liaise with team members in account management training support and product as well as with our strategic partners to help ensure key customer needs are addressed on a timely basis and professionally.
This role is remote and open to candidates who reside in and are eligible to work in the United States.
Note: Candidates must be willing to work Eastern Time Zone hours.
What you will be doing:
- Collaborate with our Strategic Account Managers to architect and execute comprehensive long-term technology transformation plans for our largest prospects and customers.
- Guide customers through their technology transformation journeys by understanding their organizational needs (communications change management training support strategy) and translating these into clear plans for successful evaluation & adoption.
- 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.
- Build and maintain strong relationships with key stakeholders including C-suite operational and technical stakeholders across large accounting firms.
- 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.
- Work closely with Casewares strategic partner in the US market to ensure professional services are planned and delivered appropriately.
- Provide domain expertise and insight to other key Customer teams e.g. Product Marketing Engineering & Customer Success to inform strategy and internal initiatives.
- Attendance at Conferences and Events maintaining relationships with customers and staying up to date with industry standards and trends.
- Facilitate user group sessions with key customers and stakeholders.
- Speaking on webinars performing outreach authoring thought leadership and contributing to other special projects as relevant to your experience and personal career goals.
What you will bring:
- Qualifications & Experience Required
- Experience leading audit and/or technology adoption training methodology or other innovation efforts in a Public Accounting Firm or at least 5 years of experience in a relevant customer-facing role (e.g. customer success account management implementation product or project management) at a SaaS company selling solutions to accounting firms.
- Excellent written and oral communication and presentation skills with the confidence to communicate effectively with and advise senior leadership at CPA firms.
- A sound understanding of technology within the audit and accountancy sector.
- Ability to understand and interpret the needs of different stakeholders.
- 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.
- Preferred Qualifications:
- CPA or equivalent with 5 years Audit Tax or CAS experience in a Public Accounting Firm
- Experience with product design or software development.
- Direct experience utilizing Caseware to perform engagements.
- Bachelors degree in accounting finance or related field.
- Experience and/or qualifications in project product or program management.
- Deep understanding of accounting financial processes and technologies
- Experience with CRM systems and tools for sales and lead management
- Experience in Product Product Marketing or Sales or working closely with those functional teams.
- Experience using Microsoft Office Suite and CRM software (E.g. Salesforce)
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 emailprotected.
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:
Senior IC
Key Skills
- Organizational Management
- Presentation Skills
- Agile
- SAFe
- AWS
- Solution Architecture
- Conflict Management
- Data Management
- Scrum
- Team Management
- Pre-sales
- Management Consulting
About Company
Accounting, audit, analytics and compliance software built by seasoned accountants. Manage your audit and financial reporting more efficiently with less risk.
