Remote Senior Solutions Consultant

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