Caseware

Operations

• Deal Evaluation and Sales Support
• Support Sales and Client Operations in structuring, reviewing, and approving non-standard deals with a focus on speed and accuracy.
• Perform deal reviews covering pricing, discounting, uplift, margin, and concessions; document risks and recommend actions.
• Provide guidance using historical deal performance, customer patterns, and pricing precedents; escalate complex scenarios to the Deal Desk Lead as needed.
• Pricing and Financial Analysis
• Conduct financial analyses to assess margin impact, revenue outcomes, and pricing trade-offs across new business, renewal, and expansion motions.
• Analyze historical pricing, uplift, and discounting trends to strengthen deal guidance, margin targets, and pricing frameworks.
• Evaluate costing data and special costing or deal registration requests to support approvals and process improvements.
• Process, Tooling, and Operational Excellence
• Operationalize and continuously improve deal review and approval workflows to increase consistency, efficiency, and auditability.
• Develop, enhance, and maintain deal desk tools and models (e.g., Excel-based pricing models, scenario tools, workflow trackers, and templates).
• Identify recurring deal issues and partner with Sales Operations and Pricing to implement scalable process or tooling fixes.
• Cross-Functional Collaboration and Governance
• Interface with Finance, Pricing, Legal, Sales Operations, and Client Operations to manage complex deals and drive timely approvals.
• Communicate deal rationale, risks, and recommendations clearly to stakeholders and help align teams on what constitutes a "good deal".
• Enforce pricing and approval guardrails while applying sound commercial judgment and escalating exceptions appropriately.
• Reporting, Insights, and Enablement
• Track deal metrics (e.g., margin impact, discounting trends, approval cycle time, exception frequency) and surface actionable insights.
• Support deal and quoting analyses for strategic planning and performance tracking.
• Contribute to documentation, playbooks, and enablement materials that reduce friction and strengthen sales execution.

Deal Desk Operations Analyst

Pricing Analyst

• SKU taxonomy & lifecycle: Design and maintain a scalable SKU hierarchy for bundles, add-ons, usage/overage, and regional variants; govern naming, attributes, and deprecation.
• Price book management: Build/maintain global and regional price books, including FX, rounding rules, customer segments, and promotional/launch credits.
• CPQ configuration: Implement product rules, dependency logic, guided selling, approval thresholds, and discount/term constraints aligned to strategy.
• Change control & audit: Operate a formal price/SKU change process with versioning, effective dates, approvals, and SOX-friendly documentation.
• Data quality & reporting: Reconcile CPQ/ERP/CRM price data; monitor price realization, SKU adoption, and quoting accuracy; publish weekly dashboards.
• Renewal & migration enablement: Create migration SKUs, mapping tables, and auto-renew rules to support bundling-first and tier upgrades.
• Tool stewardship: Partner with Sales Ops, IT, and Finance to align CPQ, ERP (e.g., NetSuite), billing, and data warehouse; drive automation and reduce quote cycle time.
• Support field readiness: Provide release notes, quick guides, and training for new SKUs/price rules.

Pricing Operations Analyst

Business Intelligence Analyst

• Perform quality assurance on Tableau dashboards and reports used for Sales Ops and RevOps decision-making
• Validate that Tableau outputs accurately reflect Salesforce pipeline, opportunity, account, and activity data
• Document QA findings, validation logic, and recurring data issues to improve reporting standards and processes
• Ensure reports align with defined sales processes, GTM rules, and RevOps metrics (e.g., pipeline stages, bookings, attribution)
• Identify discrepancies between Salesforce records and Tableau reporting, and determine root cause (report logic vs. CRM data quality)
• Partner with Sales Ops, RevOps, Analytics, and BI teams to resolve reporting and data issues
• Perform data reconciliation using Salesforce exports, Tableau data sources, and Excel
• Break down complex sales reporting issues into smaller, testable components to isolate errors
• Support the ongoing accuracy of pipeline reviews, forecasting, attainment tracking, and performance dashboards

Data and Reporting Analyst

Software Engineer

• Own and evolve **evaluation strategy** for LLM- and agent-based systems, including golden datasets, rubric-based scoring, reference-free evaluations, regression testing, and A/B experimentation.
• Benchmark and analyze **foundation model performance** within Caseware’s domain, identifying capability gaps, failure modes, and opportunities for improvement.
• Lead the design and optimization of **Retrieval-Augmented Generation (RAG)** pipelines, including embeddings, retrieval strategies, reranking, and retrieval quality metrics.
• Design and maintain **feedback and evaluation pipelines** that connect real-world user behavior to measurable improvements in agent performance.
• Apply data science techniques to analyze agent behavior, diagnose reliability issues, detect drift, and surface systemic risks.
• Define and implement **guardrails** for agentic systems, including schema validation, content filtering, tool governance, and policy enforcement.
• Establish **approval gates, audit trails, and controlled rollout mechanisms** for AI and agent changes, including feature flags, staged deployments, and kill switches.
• Partner with Security and Data teams to embed **privacy-by-design** practices, including PII detection and masking, data minimization, and retention controls.
• Support and influence **SOC 2 and ISO 27001-aligned controls** across AI data flows, including access management, logging, and incident response.
• Act as a **Staff-level technical leader**, mentoring other engineers, shaping best practices, and raising the overall bar for AI reliability and evaluation across the organization.

Staff Developer, AI Evaluation, Reliability

Account Manager

• Cultivate and sustain robust relationships with key clients, acting as their primary point of contact for all inquiries, concerns, and escalations.
• Comprehend clients’ business objectives, challenges, and market trends to provide strategic counsel and solutions that align with their goals.
• Conduct regular business reviews with clients to evaluate their satisfaction, identify areas for improvement, and uncover opportunities for growth.
• Collaborate with internal teams, including Sales, Marketing, and Product Development, to ensure client needs are met and exceeded.
• Identify opportunities for upselling and cross-selling, working in close collaboration with the Solution Consulting and Product teams to develop account expansion strategies, particularly migration to our cloud solutions.
• Monitor and analyze client performance metrics, providing insights and recommendations for improvement across marketing, sales support and product teams.
• Remain current with industry trends, the competitive landscape, and market conditions to proactively identify potential risks and opportunities for our clients.
• Track and report on key account metrics and milestones that push the sales process forward and provide a positive customer experience, such as activity, revenue growth, customer retention, and client satisfaction, to senior management.
• Coordinate with internal stakeholders and partners to ensure smooth pilot evaluation, project implementation and successful delivery of services.
• Attend industry events and conferences to build relationships with existing clients and generate new business leads.
• Manage accurate pipeline and account activity in Salesforce.

Strategic Account Manager

• Support Sales and Client Operations in structuring, reviewing, and approving non-standard deals with a focus on speed and accuracy.
• Perform deal reviews covering pricing, discounting, uplift, margin, and concessions; document risks and recommend actions.
• Provide guidance using historical deal performance, customer patterns, and pricing precedents; escalate complex scenarios to the Deal Desk Lead as needed.
• Conduct financial analyses to assess margin impact, revenue outcomes, and pricing trade-offs across new business, renewal, and expansion motions.
• Analyze historical pricing, uplift, and discounting trends to strengthen deal guidance, margin targets, and pricing frameworks.
• Evaluate costing data and special costing or deal registration requests to support approvals and process improvements.
• Operationalize and continuously improve deal review and approval workflows to increase consistency, efficiency, and auditability.
• Develop, enhance, and maintain deal desk tools and models (e.g., Excel-based pricing models, scenario tools, workflow trackers, and templates).
• Identify recurring deal issues and partner with Sales Operations and Pricing to implement scalable process or tooling fixes.
• Interface with Finance, Pricing, Legal, Sales Operations, and Client Operations to manage complex deals and drive timely approvals.
• Communicate deal rationale, risks, and recommendations clearly to stakeholders and help align teams on what constitutes a "good deal".
• Enforce pricing and approval guardrails while applying sound commercial judgment and escalating exceptions appropriately.
• Track deal metrics (e.g., margin impact, discounting trends, approval cycle time, exception frequency) and surface actionable insights.
• Support deal and quoting analyses for strategic planning and performance tracking.
• Contribute to documentation, playbooks, and enablement materials that reduce friction and strengthen sales execution.

Full-stack Engineer

• Own key features and architectural improvements end-to-end, from design and technical discovery through implementation, testing, and production support.
• Make hands-on code contributions to critical services, pipelines, and frameworks, using modern cloud-native patterns and technologies.
• Partner closely with Product and Engineering to clarify requirements, surface technical uncertainty, and clearly communicate trade-offs and risks.
• Participate in design discussions for the majority of features the squad undertakes.
• Identify, prioritize, and resolve critical technical and operational risks across the platform, including performance, scalability, data quality, and cost.
• Champion engineering excellence by ensuring trunk/master remains green, stable, and deployable through strong CI/CD, testing, and operational practices.

Software Developer, Analytics

Engineering Manager

• Lead delivery of the Data Platform product and technical roadmap, guiding architecture and execution to ensure the platform scales reliably, performs efficiently, and continues to meet the evolving needs of customers and partners.
• Lead, coach, and grow a team of data and platform engineers responsible for building and operating the Data Platform.
• Collaborate with Product, domain SMEs, and downstream consumers to translate business and customer needs into clear platform roadmaps and delivery plans.
• Provide technical leadership by guiding architectural decisions, reviewing designs, and ensuring implementations align with platform standards and long-term maintainability.
• Ensure the Data Platform meets observability, privacy, security, and compliance requirements, working closely with QA, Security, and Compliance teams.
• Drive operational excellence, including incident response, post-mortems, and continuous improvement of data freshness, accuracy, reliability, performance, and cost efficiency.
• Partner with DevOps and DevSuccess to improve CI/CD pipelines, deployment practices, monitoring, and alerting for data systems.
• Actively manage and reduce technical debt, balancing near-term delivery with long-term platform health.
• Hire, onboard, and develop engineers, providing coaching, feedback, performance management, and career development support.
• Serve as an escalation point for complex delivery, operational, or technical issues, helping teams navigate ambiguity and make sound trade-offs.

Software Development Manager, Data Platform

Sales Development Rep

• Promote Caseware’s products and solutions to the accounting and corporate markets
• Manage both inbound and outbound lead generation
• Build relationships and nurture warm prospects
• Book qualified meetings with a sales executive
• Manage and engage your own pipeline of interested prospects
• Commissioned on meetings that occurred
• Contribute to the achievement of team SQL targets

Sales Development Representative

Financial Planning and Analysis

• Own the end-to-end definition, calculation, and reporting of ARR and bookings across the organization.
• Establish clear, consistent, and auditable metrics and definitions aligned with executive, finance, and sales stakeholders.
• Partner with Accounting, RevOps, and Sales to ensure accuracy, consistency, and alignment across systems and reporting.
• Lead the design and build-out of scalable reporting infrastructure, dashboards, and data models to support commercial and financial insights.
• Improve data quality, automation, and reliability across core business intelligence workflows.
• Evaluate and optimize BI tools, data sources, and processes to support a growing SaaS business.
• Serve as a key advisor to the C-suite, providing clear, concise, and insightful analysis on performance, trends, risks, and opportunities.
• Prepare and deliver executive-level reporting and presentations for leadership meetings, board materials, and strategic planning.
• Partner closely with Sales Leadership to provide forward-looking insights on pipeline, bookings, growth drivers, and performance against targets.
• Support strategic planning, forecasting, and long-range growth initiatives with data-driven insights.
• Identify opportunities to improve revenue performance, operational efficiency, and go-to-market effectiveness.
• Act as a thought leader in establishing best practices for SaaS metrics, reporting, and performance management.
• Lead, mentor, and develop team members within Business Intelligence and Strategic Finance.
• Collaborate cross-functionally with Finance, Sales, RevOps, Product, and IT to align data and reporting with business priorities.
• Drive a culture of accountability, clarity, and analytical rigor.

Director of Business Intelligence, Strategic Finance

Marketing Operations

• Support the build and execution of end-to-end campaign processes across all UK marketing channels.
• Maintain and enhance workflow automation, ensuring standardisation and efficiency.
• Support campaign planning and execution by ensuring systems, processes and data flows are operating seamlessly.
• Maintain clean, accurate marketing data and ensure all integrations function correctly.
• Oversee data quality checks, audience segmentation accuracy and lead-routing workflows.
• Partner with global operations teams to ensure UK systems are aligned with global MarTech architecture.
• Manage lead import process and workflow management for efficient distribution to SDRs and commercial teams.
• Identify gaps in processes, workflows, technologies, data and provide recommendations.
• Maintain dashboards and reporting frameworks for UK Marketing performance.
• Analyse multi-channel campaign results, identify trends and translate into actionable recommendations
• Work closely with the Global Manager, Paid Media to run, optimise and scale UK paid search campaigns
• Execute ongoing ad copy testing, landing page alignment and audience refinement
• Monitor campaign performance to maximise ROI, ROAS, conversion quality and overall efficiency.
• Produce regular performance reports with insights on CTR, CPA, conversions, budgets and recommended next steps
• Work with the Global Manager, Paid Media to identify local growth opportunities and propose enhancements to global paid search strategies.

Marketing Operations, Digital Specialist

Content Manager

• Act as an in-house subject matter expert on audit and assurance standards, regulatory requirements, and audit methodology.
• Work closely with product managers and engineering to translate audit requirements into detailed product features, functional specifications, and user workflows.
• Monitor regulatory and industry developments, particularly in the US (PCAOB, GAAS, SEC-related audit environment) and advise on product implications.
• Support user research, product validation, and customer feedback loops to ensure real-world alignment.
• Contribute to technology-driven initiatives including process automation and incorporation of emerging capabilities (e.g., data analytics or AI features) to enhance audit efficiency.
• Provide training and technical insight to internal and external stakeholders (sales, support, customers) to articulate the value and proper use of Caseware’s audit tools.

Methodology, Content Manager

Frontend Engineer

• Work in an agile team with other developers, UX developers, testers, and product owners to build innovative, high-quality, user-friendly features
• Develop user interfaces for our cloud-based platform using Angular and Typescript
• Participate in the design discussions around the majority of features your team undertakes
• You will own features from design through to implementation
• Troubleshoot and debug technical issues as they arise
• Participate in code reviewing other developers' work to ensure code quality, share knowledge and provide mentorship
• Research and explore new technologies, code libraries, and products we may wish to integrate.

Angular Developer

• Work in an agile team with other developers, UX developers, testers, and product owners to build innovative, high-quality, user-friendly features
• Build complex web interfaces using Angular to enhance our cloud platform
• Write clean, testable code with extensive unit and integration testing coverage
• Contribute to design discussions around the features your team undertakes
• Participate in code reviewing other developers’ work to ensure code quality, share knowledge and provide mentorship
• Actively seek to share technical expertise with others
• Drive cross-team projects requiring collaboration
• Research and explore new technologies, code libraries, and products we may wish to integrate with

Deal Desk Operations Analyst

Pricing Operations Analyst

Data and Reporting Analyst

Staff Developer, AI Evaluation, Reliability

Strategic Account Manager

Deal Desk Operations Analyst

Software Developer, Analytics

Software Development Manager, Data Platform

Data and Reporting Analyst

Sales Development Representative

Director of Business Intelligence, Strategic Finance

Marketing Operations, Digital Specialist

Methodology, Content Manager

Angular Developer

Senior Front-End Developer – Angular