Strategic Solution Consultant

Summary

Join Caseware, a leading Fintech company in the global audit and accounting software industry, as a Strategic Solutions Consultant. You will be responsible for supporting Caseware's North American Commercial organization by ensuring the success of strategic customers in their evaluations and implementations of Caseware solutions. This role involves strategizing with customers on their goals, understanding their needs, designing and maintaining project plans, addressing customer questions, and providing consultative support throughout the evaluation and implementation process. You will also collaborate with various teams, including sales, account management, training, support, product, and strategic partners, to ensure timely and professional customer service. This is a full-time, permanent remote position available to applicants residing and eligible to work in Atlanta, Georgia, United States.

Requirements

• 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

Responsibilities

• 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

Preferred Qualifications

• 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

Benefits

• 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