Director, Professional Services

Toronto - Canada

Monthly Salary: Not Disclosed

Posted on: 13 hours ago

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 Director of Professional Services leads a high-performing implementation organization responsible for the successful delivery of software solutions across North America. This role owns delivery excellence customer outcomes and services revenue ensuring engagements are executed efficiently at high quality and at scale.

The Director provides strategic and people leadership to a diverse team of project managers consultants trainers and technical services professionals supporting multiple concurrent customer engagements. They are accountable for operational performance talent development and the continuous evolution of service offerings that drive measurable customer value and exceptional client experiences.

Working cross-functionally with Sales Product Product Education and Customer Support the Director ensures a seamless end-to-end customer journey from sale through adoption while aligning services strategy with broader business objectives. You may be required to travel to client locations and for cross functional leadership meetings when needed (up to 25%).

This is an existing vacancy.

This is a full-time permanent position.

This is role is open to remote (anywhere in Canada) or hybrid (if located in Toronto GTA) requiring the successful candidate to work three days a week at our Toronto oﬃce (351 King St E Toronto ON).

What you will be doing:

Ensure the successful delivery of all services engagements with a high degree of quality and customer satisfaction
Manage and grow revenue and increase value contribution through effective utilization of resources
Develop and motivate a skilled services delivery team including conducting performance evaluations identifying development opportunities and mentoring the team
Define and measure team performance against set objectives
Drive innovation continuous improvement and guide the strategic direction of the team
Collaborate and work closely with the VP Professional Services and the regional professional services and education leaders to drive consistency in global processes and services for implementation and training
Actively participate in team and management meetings and strategy sessions
Foster strong customer and partner relationships to drive delivery excellence managing feedback and escalations as needed
Collaborate with internal stakeholders to identify and execute business growth strategies develop hiring plans and develop supporting practices to drive product adoption
Partner with the sales and pre-sales team to complete statements of work showcasing the value of our services team and sharing measurable outcomes
Maintain working knowledge of the Caseware solutions industry trends and delivery methodologies
Ensure resources availability to support forecasted/planned organizational delivery expectations

What you will bring:

10 years experience in customer facing role (e.g. customer success account management implementation product or project management) in a SAAS company serving the Accounting ProfessionOR
At least 10 years experience working in an Audit/Accounting/Professional Services Firm performing External Audit or Assurance engagements.
5 years demonstrated management experience
Experience managing a diverse and remote team including recruiting training staffing and performance management
Knowledge of Casewares solutions is an asset
Strong operational management project management consulting and process improvement skills
Experience with change management principles and resilience to adapt with pivots in strategies and goals
Demonstrated expertise supporting the sales of professional services including developing statements of work pricing and large-scale proposal development including but not limited to RFI RFQ and RFPs
Demonstrated ability to manage ambiguity and apply problem-solving skills to unique situations
Demonstrated experience succeeding in a fast-paced environment and managing multiple projects simultaneously
Excellent presentation skills customer service team building skills

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

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:

Director