Remote Solutions Consultant – AI in Accounting SaaS

Alcor

Atlanta (GA)

Remote

USD 95,000 - 140,000

Full time

2 days ago
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Benefits offered by this job

Flexible work options
Remote opportunities
Generous time-off policies
Competitive compensation

Job summary

Caseware, a leading SaaS provider for accounting and audit, seeks a Solutions Consultant to guide customers through evaluating and adopting Caseware products. You will run demos, pilots, and migration planning with cross-functional teams, shaping how clients modernize finance tech.

The role emphasizes AI-enabled workflows, customer collaboration, and scalable processes across North America with occasional travel.

Qualifications

  • 3+ years in audit, assurance, review or compilation engagements or 3+ years in a SAAS customer-facing role in accounting/audit.
  • Clear communicator with strong presentation skills.
  • Understanding or interest in AI-powered accounting solutions and their applications.

Responsibilities

  • Lead prospects and customers through evaluation and implementation planning of Caseware solutions.
  • Deliver demos, trials, and pilots, coordinating with SMEs as needed.
  • Strategize migration and implementation journeys with customers and services teams.
  • Support evaluations with tools, processes, and resources to keep timelines.
  • Create and maintain value-driven product demos and assets.
  • Bridge customers with Product teams to translate feedback into insights.
  • Attend conferences/events and travel up to 10% as needed.
  • Design scalable processes to support future growth.

Skills

Account management
Auditing
SAAS
Customer success
Communication
AI awareness
Project management

Education

Bachelor's degree in accounting/finance or related

Tools

CRM systems
Salesforce

Job description

Caseware, a leading SaaS provider for accounting and audit, seeks a Solutions Consultant to guide customers through evaluating and adopting Caseware products. You will run demos, pilots, and migration planning with cross-functional teams, shaping how clients modernize finance tech.

The role emphasizes AI-enabled workflows, customer collaboration, and scalable processes across North America with occasional travel.

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