Caseware

• Partner with our Strategic Account Managers in helping our 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 a project plan to ensure key requirements are addressed. • Create and maintain product demo strategies and related assets that are value and benefit-driven, not feature walk throughs. • Support customer evaluations and implementations, providing information on tools, processes and resources to customers, and helping to ensure timelines and tasks remain on track. • Assist in the development and execution of customer migration strategies from their existing accounting and audit platforms to Caseware’s suite of cloud solutions. • Coordinate internally to address customer issues not handled through existing support channels (e.g. coordination of access, licenses, account maintenance, escalating support). • Assist in the development and maintenance of a product knowledge base for team members to access as a supplemental resource to the SC team. • Capture, and where appropriate respond to, customer and prospect feedback relating to product and sales experience to support continued innovation. • Create and maintain 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. • Attend key industry trade shows and events. • Participate in speaking engagements and thought leadership events as comfortable.

• Design and implement reliable, scalable data ingestion and integration pipelines for structured, semi-structured, unstructured, and multi-modal data (e.g., databases, documents, APIs, events), ensuring data is AI-ready, governed, secure, and observable. • Build and scale retrieval infrastructure, including vector storage, embedding pipelines, hybrid search, and graph-based knowledge representations, while optimizing data modeling for retrieval quality. • Develop and operate agent memory systems and pipelines for AI system signals (tracing, feedback, evaluation, and usage data) to support observability and continuous improvement. • Apply data quality, validation, monitoring, and testing frameworks in production pipelines, ensuring governance, access control, lineage, and security standards are met, including safe handling of sensitive data in AI retrieval and generation workflows. • Monitor, troubleshoot, and optimize AI data pipelines and retrieval workflows for reliability, performance, and cost, with strong observability and resilient processing patterns. • Design and support evaluation workflows for AI systems, enabling offline testing, benchmarking, and continuous improvement of retrieval and agent performance over time. • Lead pragmatic platform evolution by defining clear contracts between AI services and data systems, reducing coupling, and improving developer experience.

• Define and evolve the technical architecture for Caseware’s AI platform, establishing architectural standards, contracts, and design principles that enable scalable, secure, reusable, and trustworthy AI capabilities across multiple teams. • Design, build, and operate AI systems powered by LLMs, retrieval pipelines, agentic workflows, and AI-enabled services, including multi-agent systems, agent execution runtimes, workflow orchestration, memory management, and human-in-the-loop AI capabilities. • Design and implement evaluation, governance, auditability, and traceability frameworks that ensure AI systems are measurable, explainable, compliant, and continuously improving. • Translate advances in AI into practical, maintainable platform capabilities that solve real customer problems. • Influence technical direction through architecture reviews, RFCs, design discussions, and hands-on collaboration. • Evaluate emerging AI technologies, models, frameworks, and cloud capabilities. • Lead proof-of-concepts that inform platform strategy and future investments. • Balance delivery speed, quality, maintainability, and long-term platform health when making technical decisions. • Drive reliability, observability, monitoring, alerting, and incident response practices across AI systems and platforms. • Ensure systems are resilient, scalable, cost-effective, and operationally efficient in production environments. • Partner closely with Product, QA, Security, Domain SMEs, and Engineering teams to deliver business value. • Act as a trusted technical leader, helping teams succeed through collaboration, influence, and shared ownership. • Mentor engineers across teams and contribute to raising overall engineering maturity.

• Define and evolve the technical architecture for Caseware’s AI platform, following architectural standards, contracts, and design principles that enable scalable, secure, reusable, and trustworthy AI capabilities across multiple teams. • Design, build, and operate AI systems powered by LLMs, retrieval pipelines, agentic workflows, and AI-enabled services, including multi-agent systems, agent execution runtimes, workflow orchestration, memory management, and human-in-the-loop AI capabilities. • Design and implement evaluation, governance, auditability, and traceability frameworks that ensure AI systems are measurable, explainable, compliant, and continuously improving. • Evaluate emerging AI technologies, models, frameworks, and cloud capabilities. • Balance delivery speed, quality, maintainability, and long-term platform health when making technical decisions. • Drive reliability, observability, monitoring, alerting, and incident response practices across AI systems and platforms. • Ensure systems are resilient, scalable, cost-effective, and operationally efficient in production environments. • Partner closely with Product, QA, Security, Domain SMEs, and Engineering teams to deliver business value. • Act as a trusted software engineer, helping teams succeed through collaboration, influence, and shared ownership.

Role Description As a Senior Software Developer, you will be creating prototypes and software design proposals that align future-state product and architecture vision. You will continue to improve core product build, CI/CD pipelines, and overall SDLC. You will be a part of a highly innovative team and represent in technical discussions with Tech Leads, Operations, Product/UX, and external stakeholders. 📍 Location: This is a fully remote position located in Colombia. What you will be doing: - Create prototypes and software design proposals that provide short-term business value while aligning with future-state product and architecture vision. - Research and break down large initiatives into parallelizable chunks of work that provide incremental business value towards the end feature goal. - Champion proposals into production through all phases of the Agile SDLC from design to implementation. - Contribute to improving the core product build, CI/CD pipelines, and overall SDLC. - Work with senior developers and architects to define and oversee the execution of the product architecture roadmap. - Troubleshoot and eliminate persistent root causes for production issues that your product faces. - Facilitate design discussions within and outside of the squad. - Represent the team in technical discussions with Tech Leads, Operations, Product/UX, and external stakeholders. - Provide mentorship to the other developers on your team through design reviews, pair programming, and code reviews. - Keep technical documentation up to date and create new artifacts when required. - Share knowledge on new technologies and industry best practices to build our coding standards. Qualifications - Degree in Computer Science, Software Engineering, or equivalent work experience. - Experience building highly distributed microservice architecture using Java 17/21, Spring Boot 3.x, and Gradle. - Strong OOP skills, advocate for code quality, Design Patterns, and SOLID principles. - Experience with complex projects in the public cloud (AWS, ideally). - Developing and maintaining CI/CD pipelines with GitHub Actions (or other tool). - Creating and optimizing complex SQL queries, stored procedures, and functions. - Strong initiative to improve processes, tools, methodologies, and product quality. - Expertise with test-driven development, developing unit tests, integration tests, end-to-end tests. - Experience with developing and working with thoughtfully designed HTTP APIs, such as REST or GraphQL. - Strong English language communication and collaboration skills. Requirements - Integrate AI-assisted development into your daily workflow. - Proficiently use inline code completion tools in your daily IDE workflow. - Use conversational AI assistants for pair programming, design discussion, debugging, and documentation. - Critically evaluate all AI-generated output before committing, verify correctness, security, and alignment with team standards. - Identify routine or well-scoped tasks as candidates for agentic automation, and propose improvements to your tools/workflows to support this. - Build feedback loops: document what worked, what failed, and why, to improve future agent performance and team understanding. - Collaborate with your team to design and instrument AI-powered developer tooling; measure its impact on velocity and quality. Benefits - ¨Contrato a termino Indefinido¨ with all the legal benefits. - Prepaid Medicine. - Life insurance and funeral assistance. - Internet allowance. - Home office stipend. - Competitive compensation — above the market average. - 100% remote work environment and an excellent work-life balance. - Opportunity to work for a growing global SaaS leader company. - A culture that promotes independence, innovation, trust, and accountability. - Open space to be creative, innovative, and strategize for the future. - Mentorship by highly experienced professionals. - Budget for training, we want you to grow. - 5 Personal Time Off days per year. - Sick Leave Top up to total 100% of salary paid by the employer from Day 3 to 90. - Recognition Award, additional paid time off in recognition of the corresponding year of service. - Upgrade vacation starting at 5 years of service. - AI-first environment: Be part of an AI-first engineering organization that embraces modern tools, automation, and AI-driven ways of working.

• Lead end-to-end implementations of Caseware accounting and assurance solutions, including requirements gathering, solution design, configuration, testing, training and go-live support. • Act as the primary solution authority for assigned client engagements, providing expert guidance on Caseware functionality, best practices, and accounting workflow optimization. • Translate client business and regulatory requirements into scalable, compliant Caseware configurations, ensuring alignment with applicable accounting standards and firm methodologies. • Manage client relationships, serving as a trusted advisor to customer stakeholders throughout the implementation lifecycle. • Oversee project execution and delivery quality on non-enterprise projects, including scope control, risk identification, issue resolution, and adherence to timelines, budgets, and service standards. • Collaborate cross-functionally with Product, Support, and Engineering teams to escalate issues, contribute to product feedback, and ensure successful client outcomes. • Mentor and provide technical leadership to associate consultants and implementation team members, including knowledge sharing, solution reviews, and delivery oversight. • Deliver client training and change management activities, enabling user adoption, process transformation, and long-term value realization from Caseware solutions. • Support pre-sales and solution scoping activities by contributing to proposals, solution demonstrations, effort estimation, and implementation approach definition. • Continuously improve implementation methodologies and assets, leveraging lessons learned, industry trends, and evolving Caseware capabilities to enhance service delivery effectiveness.

Role Description As a Product Manager, you will play a pivotal role in building the next generation of audit and accounting software and support our content and methodology projects, while supporting global initiatives, including the rollout of AI tooling, that span our product suite. You will define and drive the product roadmap, collaborating with engineering, design, and methodology teams to deliver scalable, reliable solutions for our customers worldwide. This is a high-impact role for a product manager who thrives at the intersection of product strategy, methodology, and delivery execution, and who embraces AI-native ways of working — where engineering, design, and product teams move faster together by leveraging agentic tools as a core part of how they build. This is a Full-time permanent position. Location: Full-remote in Romania What you will be doing: - Define and Drive the Product Roadmap - Lead product planning and roadmap definition for centralised assurance products and support content and methodology projects. - Translate high-level product vision into actionable requirements, ensuring alignment with business goals and customer needs. - Partner closely with engineering and design leads to co-own backlog prioritization, trade-offs, and delivery sequencing. - Define success metrics and ensure initiatives deliver measurable improvements in product performance and user experience. - Support Central Methodology Projects - Own delivery of central methodology projects, partnering with subject-matter experts to translate methodology requirements into product capabilities. - Collaborate with cross-functional teams to identify gaps and design solutions that enable reuse and consistency across products. - Support Global Initiatives and AI Tooling - Support global initiatives across Caseware's product suite and regions, including the rollout and adoption of AI tooling across teams. - Lead execution of multi-sprint, cross-team initiatives with clear milestones, risk management, and progress tracking. - Maintain clear documentation and enablement resources, and monitor performance metrics to drive continuous improvement. Qualifications - 3–5 years of product management experience in SaaS environments, ideally spanning multiple product lines or domains. - Proven success leading delivery of products or projects that serve multiple teams, product lines, or global markets. - Strong technical fluency — comfortable discussing trade-offs and design decisions with engineering teams. - Excellent problem-solving and prioritization skills; capable of simplifying complexity into clear product direction. - Exceptional stakeholder management, communication, and documentation abilities. - Experience defining KPIs and using data to measure product health and adoption. Requirements - Experience delivering AI-powered features or rolling out AI tooling to product and engineering teams. - Experience working in AI-native product development environments where engineering, design, and product teams leverage agentic tools as force multipliers — comfortable driving product direction in fast, iterative cycles where discovery, shaping, and building happen concurrently. - Experience supporting global or multi-region product rollouts. - Prior hands-on software engineering experience. - Technical or engineering degree preferred. - Experience working in fintech, assurance, or regulated SaaS industries. Benefits - lei23.000 - lei24.000 a month Company Description 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 products available in 16 different languages, Caseware empowers accounting and audit professionals through data-driven, intelligent, and connected experiences.

• Contribute to the roadmap for core platform services such as APIs, data infrastructure, identity, and integration frameworks. • Translate platform strategy into clear product requirements and user stories with measurable success criteria. • Partner with engineering to prioritize backlog items, refine requirements, and support sprint planning and delivery. • Ensure platform capabilities align with enterprise scalability, security, and reliability standards. • Collaborate with product teams across Caseware to identify shared capability needs and integration opportunities. • Serve as the connector between engineering and vertical product teams, ensuring smooth delivery and adoption of platform services. • Participate in technical design discussions, clarifying trade-offs and dependencies to keep execution on track. • Develop and maintain documentation, standards, and release notes for shared platform capabilities. • Monitor key platform metrics such as performance, reliability, and adoption, identifying opportunities for improvement. • Manage risks and dependencies across teams, ensuring deliverables are met with high quality. • Support backlog prioritization, dependency tracking, and sprint reviews. • Contribute to internal enablement assets such as templates, integration guides, and platform release documentation. • Learn from and collaborate with senior and principal PMs to build your platform product management expertise.

• Serve as the primary U.S. tax subject matter expert for Caseware's tax product initiatives. • Provide guidance on U.S. federal and state tax regulations, compliance requirements, and tax preparation workflows. • Collaborate with Product Managers to define and prioritize product requirements and enhancements. • Review product designs, workflows, calculations, and tax content to ensure technical accuracy. • Assist in translating tax legislation and regulatory changes into software requirements and product updates. • Validate tax-related functionality and support quality assurance activities. • Provide input on tax forms, schedules, calculations, diagnostics, and compliance processes. • Help identify opportunities for automation and workflow improvements within the tax preparation process. • Advise product teams on emerging developments that may impact customers or product functionality. • Participate in product planning discussions and strategic initiatives. • Support the development of product documentation, training materials, and customer-facing guidance as needed. • Work closely with Product Management, Engineering, Quality Assurance, Customer Success, and Support teams.

• Design, implement, and maintain automated test frameworks for Caseware's web-based SaaS products. • Execute and coordinate functional, integration, regression, and exploratory testing. • Collaborate with developers and product specialists to refine user stories, acceptance criteria, and improve testability. • Analyze requirements and technical designs to identify risk areas and critical test scenarios. • Investigate, document, and track defects, providing clear reproduction steps and impact analysis. • Continuously improve test coverage, test reliability, and overall QA processes. • Mentor and coach junior SDET team members. • Promote and advocate quality best practices across the engineering organization.