Caseware

Consultant

• 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.

Consultant, Professional Services

Technical Product Manager

• 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.

Technical Product Manager – Core Platform

• 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.

Tax Manager, US Tax

Full-stack Engineer

• 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.

Software Developer in Test, Dutch Speaking

Data Engineer

• Lead enterprise data platform architecture and modernization: Define and execute the technical strategy for a scalable, AI-Ready, enterprise data platform, including Sherlock modernization, lakehouse architecture, data products, interoperability, and the patterns and capabilities needed to support AI-Ready use cases.
• Establish data architecture patterns: Create and evolve reference architectures, modeling standards, guardrails, and best practices for our foundational data platform, including Iceberg-based lakehouse architecture, medallion patterns, ingestion, normalization, data quality, and interoperability.
• Use and mentor teams on AI-assisted workflows: Apply AI tools in daily architecture, analysis, documentation, and prototyping, and mentor teams in responsible usage that improves design quality, data discovery, and delivery effectiveness.
• Oversee key platform projects: Contribute heavily to AI-Ready data platform initiatives and cross-product data architecture improvements, including data layer re-architecture for our SE and Sherlock products, schema modernization, and data model evolution.
• Mentor and lead: Guide teams in delivering projects, fostering a mentorship culture, and ensuring adherence to high standards in data engineering practices, data modeling, data quality, and platform architecture.
• Drive best practices: Collaborate with R&D groups to implement best practices for making trusted, AI-Ready, and securely interoperable data proucts, including data contracts, ingestion and normalization standards, and improving consistency and reuse across products.
• Partner on data governance and security: Work with Security and product teams to define data classification, retention, tenant isolation, and access controls for datasets and data products.
• Enable adoption through paved roads: Provide reference implementations and blueprints that make it easy for teams to produce data products and integrate with the data platform.
• Architect for data observability: Define and implement standards for data quality, lineage and traceability, data dictionary controls, freshness monitoring, and alerting, so data products are reliable and audit-ready.

Principal Software Developer – Data Architect

• Lead AI-Ready Data Platform architecture and delivery: Define and execute the technical strategy for a scalable AI-Ready data platform, including the patterns and capabilities needed to make data usable for AI use cases and interoperability.
• Establish data architecture patterns: Create and evolve reference architectures, modeling standards, guardrails, and best practices for our foundational data platform, including medallion and lakehouse architecture, ingestion, normalization, data quality, and AI interoperability.
• Oversee key platform projects: Contribute heavily to AI-Ready data platform initiatives and cross-product data architecture improvements, including data layer re-architecture for our SE product, schema modernization, and data model evolution.
• Mentor and lead: Guide teams in delivering projects, fostering a mentorship culture, and ensuring adherence to high standards in data engineering practices, data modeling, data quality, and platform architecture.
• Drive best practices: Collaborate with R&D groups to implement best practices for making data AI-Ready and securely interoperable, including data contracts, ingestion and normalization standards, and improving consistency and reuse across products.
• Partner on data governance and security: Work with Security and product teams to define data classification, retention, tenant isolation, and access controls for AI-Ready datasets and data products.
• Enable adoption through paved roads: Provide reference implementations and blueprints that make it easy for teams to produce data products and integrate with the AI-Ready platform.
• Architect for data observability: Define and implement standards for data quality, lineage and traceability, data dictionary controls, freshness monitoring, and alerting, so data products are reliable and audit-ready.

Principal Software Developer – AI Data Architect

DevOps Engineer

• Design and evolve high-signal GitHub Actions pipelines for build, test, release, and deployment workflows.
• Optimize pipeline performance, reliability, and feedback loops across multi-language projects.
• Build and maintain reusable CI/CD building blocks that product teams can adopt with minimal friction.
• Improve release safety with stronger validation gates, rollout strategies, and automation around quality checks.
• Drive Nx monorepo scalability through task orchestration, cache strategy, affected project workflows, and developer productivity improvements.
• Build internal devkit tooling and generators to standardize platform patterns and reduce repetitive engineering work.
• Implement and maintain infrastructure-as-code using AWS CDK, Helm, and GitOps patterns.
• Support Kubernetes-based workloads and deployment architecture across environments.
• Partner with engineering teams on service hardening including observability, resilience, scaling, and operational readiness.
• Improve platform security posture through guardrails, policy automation, and least-privilege patterns.
• Raise service and pipeline reliability through strong monitoring, alerting, and incident-ready runbooks.
• Improve operability with actionable logs, traces, metrics, and dashboards.
• Reduce cognitive load for feature teams by making the golden path fast and intuitive.
• Coach teams on delivery standards, DevOps maturity, and production best practices.

DevOps Developer

Product Marketing

• Leverage your product marketing expertise to understand the needs of the audit and accounting industry and craft messaging and positioning strategies that effectively communicate the value of Caseware's solutions.
• Develop messaging that addresses industry pain points and highlights key product features and benefits. Engage directly with clients through customer engagement initiatives and support activities to strengthen relationships and gather market insights.
• Partner closely with cross-functional teams, including Sales, Product, and Marketing, to align product messaging with customer needs and ensure cohesive go-to-market strategies.
• Lead content development and market positioning initiatives across Caseware's product portfolio. Serve as a subject matter expert in presentations, marketing materials, and promotional activities.
• Represent Caseware confidently at conferences, webinars, customer meetings, and industry events, communicating product value propositions and industry insights clearly and effectively.

Director, Global Product Marketing – Enablement

Growth Marketing

• Own the North American growth marketing strategy with a focus on new business acquisition.
• Plan and execute integrated omnichannel campaigns to include email, webinars, paid media, sponsored events and account-based marketing (ABM).
• Develop ICP and key personas for region to architect efficient and effective buying journeys.
• Optimize the regional marketing funnel to improve conversion rates and reduce CAC.
• Localize global campaigns and messaging to resonate with North American audiences.
• Manage regional marketing budget and allocate spend across channels for maximum ROI.
• Analyze campaign performance and provide regular reporting on KPIs (CPL, MQLs, pipeline contribution).
• Collaborate with product marketing to ensure messaging aligns with buyer needs and market trends.
• Stay current on competitive landscape, industry trends, and regional regulations.
• Drive adoption of AI-powered tools to enhance targeting, accelerate campaign execution, and improve funnel performance.

Director Growth Marketing

Performance Marketing

• Develop and execute multi-channel paid media strategies to drive awareness, engagement, and pipeline growth globally.
• Provide strategic guidance to regional teams to ensure all global paid media programs meet Caseware requirements and align to business goals and targets.
• Manage and optimize North America campaigns across Google Ads, Bing, LinkedIn, Meta, programmatic platforms, and other relevant channels.
• Apply AI-powered solutions to automate and enhance campaign performance.
• Collaborate with content and creative teams to develop compelling ad copy, visuals, and landing pages.
• Develop and deliver timely, insightful reports that clearly communicate global performance and strategic opportunities.
• Monitor global performance metrics (CTR, CPC, CPL, ROAS, etc.) and provide actionable insights and reporting.
• Lead and execute A/B testing strategies to improve campaign performance.
• Drive consistent and effective execution of audience segmentation, conversion hygiene, budget pacing, frequency capping, and tracking.
• Build and execute creative 1:1,1: few and programmatic campaigns leveraging intent data to reach prospects.
• Monitor and analyze global performance of ABM programs, providing actionable insights and optimizations based on engagement, pipeline influence, and revenue outcomes.
• Stay current on digital advertising trends, platform updates, and competitor activity.
• Partner with Marketing Operations and RevOps to ensure accurate tracking and attribution.

Manager, Paid Media

Manager

• Serve as the primary point of contact for assigned U.S. and global networks and alliances.
• Build trusted relationships with network leadership, alliance executives, and influential member firms.
• Represent the company at U.S. alliance conferences, regional events, and leadership meetings, requiring approximately 30% U.S. travel.
• Act as an advocate for network needs internally, ensuring alignment across Sales and Product teams.
• Proactively source and qualify new opportunities within alliance ecosystems.
• Support and, where appropriate, lead RFP/RFI responses for network-level or multi-firm opportunities.
• Partner with Sales teams to activate dormant firms and re-engage underpenetrated members.
• Maintain a healthy pipeline of opportunities tied to your networks.
• Identify and pursue expansion opportunities within member firms, focusing on:**o New product adoption**o Cross-selling and upselling within existing accounts**o Network-wide initiatives adapted for U.S. firms
• Develop network-specific growth plans focused on realistic, executable opportunities.
• Translate global or centralized initiatives into clear, actionable motions for smaller U.S. member firms.
• Maintain accurate CRM data, pipeline tracking, and reporting for your assigned networks.

Manager, Global Networks – Alliances

Sales Development Rep

• Work closely with the regional SDR teams to provide them with support, mentorship and advice, leading through influence rather than direct line management.
• Be part of the recruitment process for new team members when applicable.
• Provide structured onboarding, coaching and training to new and existing team members across all regions, developing and maintaining SDR playbooks to ensure consistency globally.
• Encourage creativity and strategic thinking for outbound prospecting campaigns to generate leads.
• Share ideas and best practices with the team to contribute to growth.
• Work with the Growth Marketing Director, UK to ensure processes are as efficient as possible.
• Identify, evaluate and pilot new technologies and processes.
• Act as the primary point of contact and collaboration between regional SDR teams, ensuring consistent messaging, approach and performance standards across different time zones and markets.
• Define, track and report on the KPIs that measure both your own performance and the overall health of the global SDR function, including pipeline generated, conversion rates, activity metrics and team adoption of best practices.
• Use Salesforce effectively to ensure that reporting is accurate and relevant.
• Prospecting and building the sales pipeline for the Account Managers by engaging with prospects by phone, email, social media and at events.
• Identify key decision makers.
• Manage data in CRM to ensure all communications are logged and up-to-date.
• Effectively work with the marketing team to support any promotional campaigns, help with content — ideas and briefing, and suggest events and networking opportunities.
• Produce monthly reports to submit to your manager to show your success.

Consultant, Professional Services

Technical Product Manager – Core Platform

Tax Manager, US Tax

Software Developer in Test, Dutch Speaking

Software Developer in Test, Dutch Speaking

Principal Software Developer – Data Architect

Principal Software Developer – AI Data Architect

DevOps Developer

Director, Global Product Marketing – Enablement

Director Growth Marketing

Manager, Paid Media

Manager, Global Networks – Alliances

Sales Development Representative – Team Leader