Solutions Consultant

CaseWare International; Maidstone; Remote; GBP 40,000 - 65,000; Full time

Job summary

Join a leading SaaS organization as a Solutions Consultant, where you will ensure the success of strategic customers in evaluating and implementing Caseware solutions. This remote role requires strong communication and organizational skills, with opportunities for international collaboration and professional growth.

Benefits

Flexible work options

Health insurance

Retirement plans

Career development opportunities

Recognition programs

Qualifications

• 4+ years in Audit/Accounting/Professional Services or 5+ years in customer-facing SaaS roles.
• Excellent communication and presentation skills.
• Strong organizational skills and ability to manage multiple deliverables.

Responsibilities

• Partner with Strategic Account Managers for product evaluations and implementations.
• Develop strategies for customer evaluation journeys and create project plans.
• Support customer evaluations by providing necessary information and resources.

Skills

Communication

Organizational Skills

Problem Solving

Stakeholder Management

Education

Chartered Accountant or equivalent

Tools

Salesforce

Job description

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet), over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!

We are seeking a highly motivated and detail-oriented Solutions Consultant to join our team at Caseware, a leading SaaS organization. As a Solutions Consultant, you will play a critical role in ensuring our largest strategic customers are successful in their evaluations and implementations of Caseware solutions. Your responsibilities include strategizing with customers on their goals, understanding their ongoing needs, designing and maintaining project plans, addressing customer questions by consulting SMEs, and providing support throughout the evaluation and implementation processes. You will also coordinate with sales, account management, training, support, and product teams, as well as strategic partners, to address customer needs promptly and professionally.

You will work closely with international teams to contribute ideas towards developing a global process within the solutions consulting team.

Location:

This is a remote role, open to applicants residing and eligible to work in the UK. Some travel to various offices in the UK or internationally may be required based on client needs.

Dana Liulica - Talent Acquisition Partner

What you will be doing:

1. Partner with Strategic Account Managers to help prospects and customers evaluate and implement Caseware products.
2. Develop strategies with customers for their evaluation and implementation journeys, identifying needs such as communication, change management, training, and support, then creating project plans to meet key requirements.
3. Create and maintain product demo strategies and assets that focus on value and benefits rather than just features.
4. Support customer evaluations and implementations by providing information on tools, processes, and resources, ensuring timelines and tasks stay on track.
5. Assist in developing and executing customer migration strategies to Caseware’s cloud solutions from existing platforms.
6. Coordinate internally to resolve customer issues not handled through support channels, such as access, licenses, or account maintenance.
7. Help develop and maintain a product knowledge base for the team.
8. Gather and respond to customer and prospect feedback to support product and sales innovation.
9. Create and update toolkits and resources for customer evaluations and implementations, collaborating with other teams as needed.
10. Design and implement processes and systems to deliver scalable, consistent services, and contribute to internal improvement plans for future growth.
11. Attend industry trade shows and events.
12. Participate in speaking engagements and thought leadership activities as appropriate.

What you will bring:

1. At least 4 years’ experience in an Audit/Accounting/Professional Services firm performing External Audit or Assurance, or at least 5 years in a customer-facing role (e.g., customer success, account management, implementation, product, or project management) in a SaaS company serving the accounting profession.
2. Excellent communication and presentation skills, both written and oral.
3. Ability to understand and interpret stakeholder needs effectively.
4. Strong organizational skills with experience managing multiple deliverables.
5. A proactive self-starter who thrives in a fast-paced environment requiring initiative and problem-solving skills.
6. Sound understanding of technology in the audit and accountancy sector, or enthusiasm to learn.
7. Nice to have: Chartered Accountant (or equivalent) with 5+ years of external audit experience, ideally with hands-on use of CaseWare; background in audit innovation, training, or tech adoption; strong knowledge of financial processes, project/product management, CRM tools (e.g., Salesforce), and collaboration with product, marketing, or sales teams.

What's in it for you:

Innovation at our core: We work with cutting-edge technology in accounting and financial reporting, constantly pushing boundaries to create impactful software solutions.

Collaborative culture: Your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.

Work-life balance: Flexible work options, remote opportunities, and generous time-off policies support your well-being.

Competitive compensation: Salary and comprehensive benefits including health insurance and retirement plans.

Impactful work: Your contributions influence how clients manage financial processes and drive success.

Recognition and growth: We celebrate achievements through recognition programs, bonuses, and career development opportunities.

Global opportunities: Engage in international projects and collaborate with a diverse, global team.

About Caseware:

Caseware develops innovative software for accounting firms, corporations, and governments. Our teams continually collaborate and build upon our product suite, shaping the future of audits, financial reporting, and data analytics.

Following a strategic investment from Hg Capital in 2020, we are entering a new growth phase, focusing on our people and products. We value diversity and inclusivity and welcome candidates of all backgrounds to apply. For accommodations or questions, contact us at [e-mail].

Background Check:

Successful candidates will undergo a background check through Certn.co, including identity verification and criminal record checks. Executives and senior managers will also have a soft credit check. Candidates in the Netherlands and Germany are excluded from Certn checks.

Security and Fraud:

All legitimate communication from us will come from @caseware.com email addresses. Our jobs are listed on reputable sites and our website. We will NEVER ask for payment or financial info. Be cautious of unsolicited offers.