Solutions Consultant

Caseware; Maidstone; On-site; GBP 60,000 - 85,000; Full time

Job summary

Caseware, a leading SaaS organization, is seeking a highly motivated Solutions Consultant to join our team. The role supports our largest strategic customers during evaluations and implementations of Caseware solutions, working remotely within the UK.

You will partner with Strategic Account Managers, develop value-driven demo strategies, coordinate migrations from legacy systems, and help deliver scalable services across offices and overseas projects.

Qualifications

• Excellent written, oral communication and presentation skills.
• Strong ability to understand and interpret stakeholder needs.
• Experience working in fast-paced environments and coordinating multiple deliverables.

Responsibilities

• Partner with Strategic Account Managers to evaluate and implement Caseware products.
• Develop project plans and ensure key requirements are addressed.
• Create and maintain product demo strategies that focus on value and benefits.
• Support customer evaluations and migrations to Caseware solutions.
• Coordinate internal resources to address customer issues and improvements.
• Contribute to knowledge base for the team and share customer feedback.
• Attend industry events and participate in thought leadership activities.

Skills

Communication skills

Presentation skills

Organizational skills

Self-starter

Technology in audit

Education

Chartered Accountant (or equivalent)

Tools

Salesforce

Job description

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.

Location:

The role is a remote role and is available to all applicants residing and eligible to work in the UK. There may be requirements to travel to various offices around the UK or internationally depending on client needs.

What you will be doing:

• Partner with our Strategic Account Managers in helping our prospects and customers evaluate and implement Caseware products.
• Strategize with customers on their evaluation & implementation journeys, identifying needs (e.g. communications, change management, training, champion and support strategy etc.) and working with them to develop a project plan to ensure key requirements are addressed.
• Create and maintain product demo strategies and related assets that are value and benefit-driven, not feature walk throughs.
• Support customer evaluations and implementations, providing information on tools, processes and resources to customers, and helping to ensure timelines and tasks remain on track.
• Assist in the development and execution of customer migration strategies from their existing accounting and audit platforms to Caseware’s suite of cloud solutions.
• Coordinate internally to address customer issues not handled through existing support channels (e.g. coordination of access, licenses, account maintenance, escalating support).
• Assist in the development and maintenance of a product knowledge base for team members to access as a supplemental resource to the SC team.
• Capture, and where appropriate respond to, customer and prospect feedback relating to product and sales experience to support continued innovation.
• Create and maintain toolkits and resources to support customer evaluations and implementations, working with other Caseware teams as relevant.
• Design and implementation of processes and systems to support the delivery of consistent, scalable services. Assist in the development and execution of improvement plans internally that are scalable to support future growth.
• Attend key industry trade shows and events.
• Participate in speaking engagements and thought leadership events as comfortable.

What you will bring:

• At least 4 years’ experience working in an Audit/Accounting/Professional Services Firm performing External Audit or Assurance engagement or at least 5 years’ experience in customer facing role (e.g. customer success, account management, implementation, product or project management) in a SAAS company serving the Accounting Profession.
• Excellent written, oral communication and presentation skills.
• Effective communicator with ability to understand and interpret stakeholder needs.
• 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.
• Have a sound understanding of technology within the audit and accountancy sector, or an enthusiasm to learn.
• 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 within a firm; strong understanding of financial processes, project/product management, CRM tools (e.g. Salesforce), and experience collaborating with product, marketing, or sales teams.

What's 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.

Background Check:

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co.

Security and Fraud:

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will never ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.

One of Caseware's core values is Many Voices, One Team and with that in mind, we're 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 [e-mail].