Solutions Consultant
Core
Trusted advisor guiding accounting firms and organizations through the evaluation, implementation, and modernization of Caseware audit and accounting software solutions.
Role type
Solutions Consultant (Customer-Facing)
Builds
Caseware SaaS products for the accounting and audit profession
Domain
Fintech / Accounting & Audit Software
Deliverable
client delivery
Required skills
Audit/Assurance engagement experience, Customer-facing experience in SaaS, Communication & presentation, Stakeholder needs analysis, AI-powered accounting solutions knowledge, Project/Implementation management, Technology understanding in audit sector
Preferred skills
CPA/Charted Accountant, Software development with AI tools, CaseWare authoring experience, Technology adoption leadership, US auditing standards expertise, CRM systems proficiency, Product marketing experience
Technologies
Caseware, Salesforce, Microsoft Office Suite, AI tools (e.g., Claude Code)
Responsibilities
Lead customer evaluations including presentations, trials, and pilots; Strategize on migration and implementation journeys; Create product demonstration strategies and use cases; Act as bridge between customers and Product teams; Attend conferences and onsite demonstrations; Participate in thought leadership events; Design and implement scalable service processes.
Seniority
Mid-level, hands-on IC