Caseware is hiring a
Senior Solutions Consultant

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Caseware

💵 ~$165k-$200k
📍Remote - United States, Canada

Summary

The job is for a Senior Solutions Consultant at Caseware, a Fintech company specializing in audit and accounting software. The role involves supporting the North American Commercial organization as a solution expert, delivering value-based solution demonstrations, addressing technical questions, and providing consultative support during the customer evaluation process.

Requirements

  • Bachelor's degree in accounting, finance, or related field
  • US CPA in good standing
  • 7+ years working in the audit and accounting industry
  • 5+ years experience operating in a SaaS software organization as a Sales Engineer, Solutions Consultant or Account Manager
  • Deep understanding of accounting and financial processes and technologies
  • Strong communication skills
  • Ability to work in a fast-paced and dynamic environment
  • Experience with CRM systems and tools for sales and lead management

Responsibilities

  • Partner with our Strategic Account Managers in helping our largest and most strategic prospects and customers better understand Caseware's suite of solutions
  • Create and maintain product demo strategies that are value and benefit-driven, not feature walkthroughs
  • Work closely with CPA.com , Caseware’s strategic partner in the US market to drive adoption of Caseware’s cloud solutions
  • Address technical, functional, and security due diligence questions as they may arise from prospects and customers evaluating Caseware’s suite of products
  • Assist in the development and execution of customer migration strategies from their existing accounting and audit platforms to Caseware’s suite of cloud solutions
  • Assist in the development and maintenance of a product knowledge base for team members to access as a supplemental resource to the SC team
  • Assist with client onboarding and implementation of solutions; liaising with key stakeholders with clients and at Caseware
  • Drive client, prospect, and market feedback for delivery back into the product organization to support solution development
  • Attend key industry trade shows and events
  • Participate in speaking engagements and thought leadership events
  • Work with product marketing in the development of sales enablement programming and assets
  • Provide support to Caseware’s onboarding and implementation teams as appropriate

Preferred Qualifications

Product, Product Marketing, Sales experience or experience working closely with those functional teams

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