Senior Solutions Consultant
Location
United States
Posted
127 days ago
Salary
0
Seniority
Senior
Job Description
Senior Solutions Consultant
Caseware
• Collaborate with our Strategic Account Managers to architect and execute comprehensive, long-term technology transformation plans for our largest prospects and customers. • Guide customers through their technology transformation journeys by understanding their organizational needs (communications, change management, training, support strategy) and translating these into clear plans for successful evaluation & adoption. • Lead evaluation activities including presentations, trials & pilots, sharing information on solutions expertise and best practices with customers, while coordinating with technical or product SMEs where appropriate. • Build and maintain strong relationships with key stakeholders, including C-suite, operational, and technical stakeholders across large accounting firms. • Act as the bridge between customers and Product teams, gathering and translating customer feedback into clear, actionable insights that inform product development while helping prospects understand how our roadmap addresses their business needs. • Work closely with CPA.com, Caseware’s strategic partner in the US market to ensure professional services are planned and delivered appropriately. • Provide domain expertise and insight to other key Customer teams e.g., Product, Marketing, Engineering & Customer Success to inform strategy and internal initiatives. • Attendance at Conferences and Events, maintaining relationships with customers and staying up to date with industry standards and trends. • Facilitate user group sessions with key customers and stakeholders. • Speaking on webinars, performing outreach, authoring thought leadership, and contributing to other special projects, as relevant to your experience and personal career goals.
Job Requirements
- Experience leading audit and/or technology adoption, training, methodology, or other innovation efforts in a Public Accounting Firm, or at least 5 years of experience in a relevant customer-facing role (e.g., customer success, account management, implementation, product, or project management) at a SaaS company selling solutions to accounting firms.
- Excellent written and oral communication and presentation skills, with the confidence to communicate effectively with and advise senior leadership at CPA firms.
- A sound understanding of technology within the audit and accountancy sector.
- Ability to understand and interpret the needs of different stakeholders.
- 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.
- CPA or equivalent with 5+ years Audit, Tax or CAS experience in a Public Accounting Firm (preferred).
- Experience with product design or software development (preferred).
- Direct experience utilizing Caseware to perform engagements (preferred).
- Bachelor's degree in accounting, finance, or related field (preferred).
- Experience and/or qualifications in project, product or program management (preferred).
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.
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