Remote Senior Customer Success Manager — Audit & Assurance

CaseWare; Atlanta (GA); On-site; USD 100,000 - 150,000; Full time

Job summary

Caseware is seeking a Senior Customer Success Manager – Audit & Assurance to join our Customer Experience team in the United States. You will manage a portfolio of strategic customers, drive product adoption, and deliver measurable value from Caseware investments.

This proactive, relationship-first role partners with Account Management, Product Management, Support, and Professional Services to ensure adoption of cloud and AI-enabled capabilities, sustained usage, and long-term partnerships.

Qualifications

• Five or more years of external audit or assurance experience within a public accounting firm.
• Designation as Chartered Accountant, CPA, or equivalent.
• Strong understanding of audit workflows and technology adoption in firms.

Responsibilities

• Own post-implementation success relationship for strategic customers.
• Drive product adoption using insights and data to identify gaps and opportunities.
• Develop customer-specific success plans aligned to business goals and workflows.
• Assist customers in adopting cloud and AI-enabled capabilities.
• Conduct regular business reviews to track adoption and value realization.
• Collaborate with Account Management to deepen usage and services.

Skills

Customer success management

Relationship building

Strategic account management

Audit & assurance knowledge

Stakeholder management

Education

Chartered Accountant (CA) or CPA

Tools

Salesforce

Customer success platforms

Job description

Caseware is seeking a Senior Customer Success Manager – Audit & Assurance to join our Customer Experience team in the United States. You will manage a portfolio of strategic customers, drive product adoption, and deliver measurable value from Caseware investments.

This proactive, relationship-first role partners with Account Management, Product Management, Support, and Professional Services to ensure adoption of cloud and AI-enabled capabilities, sustained usage, and long-term partnerships.