Strategic Solution Consultant

Caseware; South Dakota; Remote; USD 114,000 - 162,000; Full time

Job summary

An innovative firm is seeking a Strategic Solutions Consultant to support its North American Commercial organization. This remote role involves strategizing with customers on their evaluation and implementation journeys, ensuring their needs are met effectively. The ideal candidate will bring solid experience in customer success and account management, along with excellent communication skills. You'll work collaboratively with diverse teams and have the opportunity to impact how clients manage their financial processes. Join a company that values innovation, work-life balance, and professional growth, making a meaningful difference in the accounting industry.

Benefits

Flexible work options

Health insurance

Retirement plans

Generous time-off policies

Recognition programs

Performance bonuses

Qualifications

• 5+ years in customer-facing roles or in a SAAS company serving the Accounting Profession.
• Excellent communication and presentation skills required.

Responsibilities

• Partner with Strategic Account Managers to evaluate and implement products.
• Support customer evaluations and implementations ensuring timelines are met.

Skills

Customer Success

Account Management

Project Management

Communication Skills

Organization Skills

Problem-Solving

Understanding of Audit Technology

Education

Bachelor's degree in Accounting

CPA or equivalent

Tools

Microsoft Office Suite

CRM Software (e.g., Salesforce)

Job description

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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 hiring for a Strategic Solutions Consultant who will be responsible for supporting Caseware’s North American Commercial organization with ensuring our largest strategic customers are successful in their evaluations and implementations of Caseware solutions.

In this role, you will strategize with customers on their goals evaluations and implementations, understand their ongoing needs, design and maintain project plans, address customers questions pulling in SMEs (as appropriate), and provide consultative support across all aspects of a customer’s evaluation and implementation process. You will also liaise with team members in sales, account management, training, support and product, as well as with our strategic partners, to help ensure key customer needs are addressed on a timely basis, and professionally.

This is a Full time, permanent position

Location:

This is a remote position and is available to all applicants residing and eligible to work in US or Canada (Toronto).

What You Will Be Doing

• Partner with our Strategic Account Managers and Solution Consultants in helping our largest and most strategic 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 project plans to ensure key requirements are addressed.
• Support customer evaluations and implementations, providing information on tools, processes and resources to customers, and helping to ensure timelines and tasks remain on track.
• Capture, and where appropriate respond to, customer and prospect feedback relating to product and sales experience to support continued innovation.
• Work closely with CPA.com, Caseware’s strategic partner in the US market to ensure professional services are able to planned and delivered appropriately.
• Arrange meetings, track requests, deliverables and follow ups.
• Coordinate internally to escalate customer issues not handled through existing support channels.
• Creating & maintaining 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.
• Attendance at Conferences and Events, maintaining relationships with customers and staying up to date with industry standards and trends.
  
  

What You Will Bring

• At least 5 years’ experience in customer facing role (e.g., customer success, account management, implementation, product or project management) or in a SAAS company serving the Accounting Profession OR
• At least 4 years’ experience working in an Audit/Accounting/Professional Services Firm performing External Audit or Assurance engagements.
• Excellent written and 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.
• Preferred:
• CPA or equivalent with 5+ years External Audit experience.
• Experience leading audit and/or technology adoption, training, methodology, or other innovation efforts in an accounting firm.
• Have direct experience utilizing Caseware to perform engagements.
• 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.
• Experience with product design or software development.
  
  

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 such as health insurance and retirement plans.

️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 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.

PI267713438

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

• Industries

  Software Development

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