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Senior Customer Success Manager
Job Location:
Job Location:
Atlanta, GA - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
10 September 2026 (10 hours ago)
Posted:
Application Deadline:
8 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
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!
We are seeking a highly motivated Senior Customer Success Manager Audit & Assurance to join our Customer Experience this role you will work with a portfolio of strategic customers to drive product adoption usage and measurable value from their Caseware investment.
You will serve as a advisor combining deep audit and accounting domain knowledge with strong product expertise to help customers optimize workflows adopt new cloud and AI-enabled capabilities and achieve their business goals. You will also be a key connection between the customer and our Account Management Product Management Customer Support and Professional Services teams.
This is a proactive relationship-first role focused on turning successful implementations into sustained adoption deeper usage and long-term customer partnerships.
This is a New Role
This is a full-time permanent position.
This is a remote role available to applicants residing and eligible to work in the United States. Travel may be required depending on customer and business needs.
What You Will Be Doing
- Own the post-implementation success relationship for a portfolio of strategic customers serving as a trusted advisor.
- Drive product adoption and usage using customer insights and product data to identify adoption gaps risks and opportunities.
- Develop customer-specific success plans that connect Caseware capabilities to business goals key workflows and measurable outcomes.
- Help customers adopt new cloud and AI-enabled capabilities by identifying use cases recommending workflow changes and enabling internal champions.
- Conduct regular business reviews and health checks to track adoption surface risks and establish priorities for continued value realization.
- Partner closely with Account Management to identify opportunities for customers to deepen their use of Caseware through additional capabilities users and services.
- Provide consultative guidance to help customers evolve their audit and assurance processes and workflows as their use of Caseware matures.
- Coordinate the appropriate Caseware resources when technical product or support issues threaten customer adoption or value realization.
- Serve as a voice of the customer translating customer workflows adoption barriers and feedback into actionable insights for Product Management and other internal teams.
- Collaborate across Account Management Product Management Customer Support Professional Services and Solution Consulting to deliver a consistent experience for strategic customers.
- Contribute to customer success playbooks and best practices that can be scaled across the broader Caseware customer base.
What You Will Bring
- Five or more years of relevant professional experience including substantive external audit or assurance experience within a public accounting firm. Experience in audit methodology audit transformation or audit-technology consulting is also valued.
- Chartered Accountant CPA or equivalent professional designation.
- Strong understanding of audit and assurance workflows and how technology is deployed and adopted within accounting firms.
- Demonstrated ability to translate technical product capabilities into practical customer workflows and business outcomes.
- Demonstrated experience advising and influencing stakeholders ranging from firm partners and audit leaders to practitioners and technology and innovation teams.
- Excellent written verbal presentation and relationship-building skills.
- Strong organizational and problem-solving skills with the ability to manage multiple strategic customer relationships.
- A proactive customer-oriented mindset and enthusiasm for helping customers adopt new automations and AI-enabled ways of working.
Nice to Have
- Hands-on experience with Caseware products.
- Experience with audit transformation technology adoption innovation training or change management.
- Familiarity with Salesforce and customer success platforms.
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.
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.
Required Experience:
Senior IC
About Company
Accounting, audit, analytics and compliance software built by seasoned accountants. Manage your audit and financial reporting more efficiently with less risk.
