Senior Solutions Consultant

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 available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!

The Senior Solutions Consultant will serve as a senior member of the  Solutions Consultants (SCs) team, responsible for supporting Caseware’s North American Commercial organization as a solution, technical, and industry expert. In this role, you will be tasked with delivering value-based solution demonstrations, addressing prospects' and customers' technical questions, and providing consultative support across all aspects of a customer’s evaluation process. As a Sr. Solutions Consultant, you will participate in several cross-functional activities spanning the sales, account management, implementation, training, support, marketing and product organizations to help Caseware achieve its strategic goals within the North American market.

You’ll be reporting to: Monie Grewal - Director of Accounting Solutions

And working alongside: Rohit Kundu Kyle Silverman Ryan Blackburn Jill Davies Claudiu Aiftimiei

Context: ▶️ Watch the video

Contact: Chengeer Lee - Principal Talent Acquisition Partner & Coach

What you will be doing:

• Partner with our Strategic Account Managers in helping our largest and most strategic prospects and customers better understand the Caseware suite of solutions and facilitate their evaluation of our products.
• Create and maintain product demo strategies that are value and benefit-driven, not feature walkthroughs.
• Work closely with CPA.com, Caseware’s strategic partner in the US market to drive adoption of Caseware’s cloud solutions.
• Address technical, functional, and security due diligence questions as they may arise from prospects and customers evaluating Caseware’s suite of products.
• Assist in the development and execution of customer migration strategies from their existing accounting and audit platforms to Caseware’s suite of cloud solutions.
• Assist in the development and maintenance of a product knowledge base for team members to access as a supplemental resource to the SC team.
• Assist with client onboarding and implementation of solutions; liaising with key stakeholders with clients and at Caseware
• Drive client, prospect, and market feedback for delivery back into the product organization to support solution development.
• Attend key industry trade shows and events.
• Participate in speaking engagements and thought leadership events
• Work with product marketing in the development of sales enablement programming and assets
• Provide support to Caseware’s onboarding and implementation teams as appropriate.

What you will bring:

• Bachelor's degree in accounting, finance, or related field
• US CPA in good standing
• 7+ years working in the audit and accounting industry
• 5+ years experience operating in a SaaS software organization as a Sales Engineer, Solutions Consultant or Account Manager
• Deep understanding of accounting and financial processes and technologies
• Strong communication skills
• Ability to work in a fast-paced and dynamic environment
• Experience with CRM systems and tools for sales and lead management
• Product, Product Marketing, Sales experience or experience working closely with those functional teams