Solutions Consultant

Lever, Inc.; Atlanta (GA); Remote; USD 90,000 - 140,000; Full time

Job summary

Caseware is seeking a Solutions Consultant to guide customers through evaluations of Caseware solutions and provide trusted advisory services for modernization efforts. You will collaborate with account managers, training, professional services, and product teams to ensure customer success across North American clients.

The role supports virtual and live engagements, with up to 10% travel, and emphasizes driving efficiency and quality through AI-enabled accounting workflows.

Qualifications

• Auditing or accounting experience in a customer-facing SAAS context.
• Excellent written and oral communication and presentation skills.
• Ability to translate customer needs into actionable product feedback.
• Interest in AI-powered accounting solutions and modern workflows.

Responsibilities

• Guide prospects through evaluation, trials, and pilots of Caseware solutions.
• Lead presentations and coordinate with technical SMEs.
• Plan migration and implementation journeys with clients and PS teams.
• Create value-driven product demos and use cases.
• Bridge customers and Product teams with actionable feedback.
• Attend conferences and remote/on-site demos; travel up to 10%.
• Support consistent, scalable service delivery and process improvements.

Skills

Audit experience

SAAS customer-facing

Communication skills

AI in accounting

Education

Accounting degree

Tools

Salesforce

CaseWare

PowerPoint

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 be responsible for successfully leading our customers and prospective customers through exploration and evaluations of Caseware solutions. In this role, you will serve as a trusted advisor, working collaboratively with accounting firms and organizations as they navigate critical decisions around technology modernization.

By taking a consultative approach, you will be their partner to guide them through all aspects of their software evaluation, helping them understand not only current solutions but also how emerging technologies, including AI and automation, can drive efficiency, enhance quality, and create new opportunities within their organizations. You will also liaise with team members in account management, training, professional services, support and product to help ensure customer needs are addressed on a timely basis, and professionally.

This role supports customers and internal stakeholders across North America and may require availability to accommodate meetings across Eastern Time (ET) to Pacific Time (PT) business hours, with notice, to effectively collaborate with clients, partners, and cross-functional teams.

Location

This role is remote and open to candidates who reside in and are eligible to work in the United States.

What you will be doing

• Partner with our Account Managers and other Solution Consultants in helping prospects and customers evaluate and plan to implement Caseware products, helping them understand how solutions can drive efficiency, enhance quality, and create new opportunities within their organizations.
• Lead evaluation activities including presentations, trials & pilots, sharing information on solutions expertise and best practices with customers, while coordinating with technical or product SMEs where appropriate.
• Strategize with customers on their migration & implementation journeys from their existing accounting and audit tools, and work with them and our Professional Services teams and partners to ensure they have a clear direction and key requirements are addressed.
• Support customer evaluations, providing information on tools, processes and resources to customers, and helping to ensure timelines and tasks remain on track.
• Create and maintain product demonstration strategies, use cases and related assets that are value and benefit-driven, not feature walk throughs.
• Act as the bridge between customers and Product teams, gathering and translating customer feedback into clear, actionable insights that inform product development while helping prospects understand how our roadmap addresses their business needs.
• Attendance at Conferences, Events, and onsite demonstrations, maintaining relationships with customers and staying up to date with industry standards and trends. Depending on customer needs, the role may require up to 10% travel.
• Participate in virtual and live speaking engagements and thought leadership events or publications, as comfortable.
• Design and implementation of processes and systems to support the delivery of consistent, scalable services. Assist in the execution of improvement plans internally that are scalable to support future growth.

What you will bring

Required:

• At least 3 years experience performing Audit, Assurance, Review or Compilation engagements OR at least 3 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 and oral communication and presentation skills.
• Effective communicator with ability to understand and interpret stakeholder needs.
• Understanding of, or strong interest in, AI-powered accounting solutions and the ability to discuss how AI can be applied to modern accounting, audit, and advisory workflows with clients and prospects.
• 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.

Preferred:

• CPA, Charted Accountant or equivalent, with 3+ years Audit or Accounting experience.
• Expertise in software development, including utilizing AI tools e.g., Claude Code for authoring, quality control or development.
• Direct experience authoring in CaseWare solutions, and/or utilizing CaseWare to create financial statements or perform engagements.
• Experience leading technology adoption, training, methodology, or other innovation efforts in an accounting firm.
• Expertise performing engagements under US auditing and accounting standards.
• Practical experience utilizing AI tools, including for software development.
• Bachelor's degree in accounting, finance, or related field.
• Experience and/or qualifications in project, product or program management.
• Deep understanding of accounting, financial processes and technologies.
• Experience with CRM systems and tools for sales and lead management
• Product, Product Marketing, Sales experience, or experience working closely with those functional teams.
• Experience using Microsoft Office Suite and CRM software (E.g., Salesforce).
• Experience documenting internal processes and identifying/implementing efficiency or quality improvements.

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.

About Caseware

Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our 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 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].

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 residingin 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.