Develop strategic partnerships with customers, provide technical thought leadership, and create comprehensive technology roadmaps to align with customer goals, ensuring high satisfaction and driving technology adoption for business success.

• Partner with customers on strategic opportunities • Innovate and design solutions • Drive repeatability and scale • Influence the product roadmap • Be a thought leader

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Corporate M&A team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Audit Associate | Caseware Technologist to join their dynamic team. The Senior Audit Associate will oversee the assurance conversion process for mergers & acquisitions and new client onboarding, specifically the creation of Caseware binders and Caseview financial statements. Reporting to the Conversion Manager, the Conversion/Onboarding Senior will work closely with newly acquired firms, our Philippines conversion team, and firm leadership. They will ensure that conversion/onboarding activities are completed in a timely manner through releasing the completed conversion binder and financial statement documents to the engagement teams. Position Responsibilities: - Coordinate Caseware file conversions, monitor progress of conversion team, assist with complex Caseview financial statement set up  - Advise conversion team on Caseware/Caseview best practices to aid in improving efficiency of the conversion process and to ensure accurate file set up  - Work closely with engagement teams to ensure deadlines are met  - Work directly with the Assurance Manager/Caseware Technologist to ensure timely escalation as needed  - Assist in coordinating conversion efforts including gathering information, compiling reports, coordinating meetings and ensuring that all necessary data is collected for multiple conversions simultaneously  - Assist with additional Caseware/Caseview projects for the firm, as needed  - Think on your feet and effectively solve problems if/when roadblocks and escalations emerge  Qualifications: - Bachelor's degree in accounting, CPA preferred but not required  - 3 years of financial statement preparation experience  - Supervisory experience leading a team is a plus, but not required - Strong familiarity with Caseware and Caseview software  - Proficiency in Microsoft Office Suite  - Proven ability to solve problems creatively   - Demonstrated ability to prioritize in a fast-paced environment   - Excellent analytical skills   - Exceptional interpersonal skills and extremely resourceful   - Proven ability to complete projects according to outlined scope and timeline  $75,000 - $100,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on June 21, 2026, and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave – coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What’s in it for you: - Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

About This Team: This role will be part of the Enterprise Healthcare Vertical ATS team. Looking for someone with an understanding of the healthcare industry and how Citrix solutions can bring value to our customers. Position Summary    More than 100 million users worldwide rely on Cloud Software Group (CSG) to help them adapt, transform, and meet the challenges facing every modern enterprise across private, public, managed, and sovereign cloud environments. We enable our customers to evolve, compete, and succeed by leveraging our software franchises for and across data, automation, insight, and collaboration. The Principal Account Technology Strategist (ATS) is responsible for strategic technical engagement with our customers' business and IT decision-makers. They are a vital resource for customers, partners, and fellow team members working together to solve business problems for the world’s largest companies. Leading the end-to-end customer journey as a trusted advisor, the Principal ATS will develop a Cloud Software Group (CSG) technology roadmap to achieve customer's business and IT goals, identify opportunities that increase value creation, provide technical expertise that informs and impact sales execution, develop value propositions essential to increased customer consumption and adoption, and utilizing a superior customer focus to facilitate ongoing partnership and customer retention. As a Principal ATS, you will seek to forge new and innovative technology solutions that can be implemented and adopted to solve complex business problems for some of the world's largest organizations. Primary Duties/Responsibilities  - Develop strategic partnerships and build trusted relationships with customers, technical stakeholders, and decision-makers, typically at senior levels across the customer’s organization - Fully integrate with customers, maintaining essential relationships across all levels through regular and consistent communication. - Possess a comprehensive understanding of customers’ highly dynamic and constantly changing environments and create strategic plans that align with customers' future goals. - Provide technical thought leadership and articulate industry trends and insights, serving as a trusted technology advisor both internally and externally. - Orchestrate technical engagement and resources to ensure customer needs are met, navigating a landscape filled with various technologies and compatibility factors. - Overcome technical and competitive objections, accelerating the technical evaluation component of the sales cycle. - Assess the potential application of products to meet customers’ business needs and demonstrate the value of solutions provided, ensuring high customer satisfaction and minimizing churn. - Conduct product demonstrations and technical presentations remotely or at customer locations, driving adoption and consumption in collaboration with Customer Success and internal stakeholders. - Engage in continuous discovery, bringing in resources such as SAs, PSEs, and PMs for demonstrations and discussions on new features, and adjust strategies as needs and goals change. - Build complex, multi-product proof of concept solutions for customer evaluations as part of a sales engagement process. - Manage various customer concerns, from licensing to wide-scale product needs, and coordinate with internal senior leaders and SMEs to ensure seamless service and resolution. - Conduct regular case reviews, anticipate issues before they arise, and consistently engage with customers to ensure their environments are running optimally. - Keep thorough records of all customer interactions, current use cases, potential future use cases, overall technical strategy, and any projects in Salesforce, ensuring preparedness for internal reviews and updates to leadership. - Serve as an external spokesperson and evangelist for the company’s vision and associated technologies. - Provide regular and efficient updates on assigned accounts to Sales and Sales Engineering management, consistently contributing to the broader team’s technical mindshare. - Present and communicate effectively at an executive level to multiple customers and prospects. - Own or collaborate on initiatives impacting their immediate sales area, such as go-to-market strategies, and positively influence sales opportunities beyond their own assigned account set. - Maintain a solid understanding of competitive technologies and how to position to “win.” - Provide thought leadership for the team, providing feedback and ideas on best practices - An experienced leader on the team, responsible for creating and sharing innovative use cases and go-to-market strategies, continuously adapting to and capitalizing on changes in the tech industry. - Capable of mentoring and leading other ATS professionals, fostering a culture of collaboration, innovation, and continuous improvement. - Strong ability to work across different departments (e.g., sales, product development, marketing) to align efforts and drive strategic initiatives. - Quickly adapts to changes in the technology landscape, using them as opportunities to create new business value for customers. - Possesses a deep understanding of the industries in which their customers operate, including key trends, challenges, and regulatory environments. - Take ownership of outcomes, holding themselves and others accountable for delivering commitments and achieving strategic goals. - Proven track record of driving significant revenue through strategic upselling, cross-selling, and new business development - Expertise in aligning technology solutions with the customer's broader business strategy, ensuring that technology investments drive tangible business outcomes. - Assist and drive projects and initiatives outside the ATS organization that help drive GTM strategies, product development, and direction. - Provide thought leadership across multiple technologies to help customers reach the most value from their investments in our technology. Qualifications (knowledge, skills, abilities)  - Understanding CSG’s competitive domain and technologies. - Broad understanding of the following: - DaaS / VDI - Applications - Enterprise Browser - Enterprise Mobility Management - - Networking - Enterprise Security - Data Management - Data Analytics - Passion for technology and innovation, and a proven “forward thinker.” - Strong understanding of business processes and their implementation into enterprise applications - Analytical and negotiation skills, particularly at the C-level - Ability to quickly grasp and distinctly explain technological and business concepts - Ability to evaluate and develop the existing teams and reshape them as necessary while mentoring and inspiring the team - Track record of consistently delivering revenue numbers and supporting accurate forecasts while maintaining a focus on team development and growth - Ability to work independently with limited oversight - Prioritizes and manages many diverse tasks, objectives, and risks - Excellent oral and written communication skills, as well as excellent presentation skills - Possesses a high level of specialized sales and product solution knowledge Requirements (Education, Certification, Training, and Experience)  - Bachelor’s degree or equivalent experience required - 10+ years of technical customer service experience in high-tech, indirect sales, and/or procurement environments with a record of success in driving customer adoption of technology - Ability to travel to customer sites, corporate offices, and events - The following certifications are beneficial but not required. - Citrix Certified Expert Virtualization (CCE-V), Citrix Certified Professional – Virtualization, Citrix Virtual Apps and Desktops Service on Citrix Cloud Certified (CC-VAD-CC), Citrix Virtual Apps and Desktops Service Integration with Microsoft Azure Certified (CC-VAD-MA) or Virtual Apps and Desktops Service Integration with Amazon Web Services Certified (CC-VAD-AWS) - Microsoft Certified Azure Administrator, or Azure Solutions Architect - AWS Certified Cloud Practitioner - Google Associate Cloud Engineer - Updated Security Certifications Compensation may vary depending on your location, qualifications including job-related education, training, experience, licensure, and certification, that could result at a level outside of these ranges. Certain roles are eligible for additional rewards, including annual bonus, and sales incentives depending on the terms of the applicable plan and role as well as individual performance. NY generally ranges: $161,994-$242,992 CA generally ranges: $169,037-$253,555 All other locations fall under our General State range: $140,864-$211,296 Benefits may vary depending on the nature of your employment with Cloud Software Group and the country where you work. U.S. based employees are typically offered access to healthcare, life insurance and disability benefits, 401(k) plan and company match, among others. This requisition has no specific deadline for completion. About Us: Cloud Software Group is one of the world’s largest cloud solution providers, serving more than 100 million users around the globe. When you join Cloud Software Group, you are making a difference for real people, each of whom count on our suite of cloud-based products to get work done — from anywhere. Members of our team will tell you that we value passion for technology and the courage to take risks. Everyone is empowered to learn, dream, and build the future of work. We are on the brink of another Cambrian leap -- a moment of immense evolution and growth. And we need your expertise and experience to do it. Now is the perfect time to move your skills to the cloud. Cloud Software Group is firmly committed to Equal Employment Opportunity (EEO) and to compliance with all federal, state and local laws that prohibit employment discrimination. All qualified applicants will receive consideration for employment without regard to age, race, color, creed, sex or gender, sexual orientation, gender identity, gender expression, ethnicity, national origin, ancestry, citizenship, religion, genetic carrier status, disability, pregnancy, childbirth or related medical conditions (including lactation status), marital status, military service, protected veteran status, political activity or affiliation, taking or requesting statutorily protected leave and other protected classifications. Cloud Software Group will consider qualified applicants with a criminal history and conduct the recruiting process in accordance with the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers and San Diego Fair Chance Ordinance. For access to the laws see the following links: California FCA and Los Angeles FCO. If you need a reasonable accommodation due to a disability during any part of the application process, please contact us via the Bridge portal for assistance.