Caseware

Manager

• Oversee and manage OnPoint Audit SLG and other attest products for government and Yellow Book content, ensuring ongoing compliance with applicable audit standards
• Collaborate with customers to develop and refine best-in-class workflows for state & local government audits
• Partner with Caseware Platform and Solutions teams to deliver timely, accurate content updates
• Support go-to-market activities related to state & local government audit content, including input on positioning, messaging, and customer-facing materials
• Work with the Support team to address methodology-related customer inquiries
• Stay current with evolving audit standards (GAGAS, GASB, and related guidance) to proactively identify and implement content improvements

Assurance Manager – State & Local Government

Content Marketing Manager

• Write compelling, high-performing copy for campaign emails, paid and organic ads, website pages and landing pages, and social and digital content.
• Craft clear, engaging messaging that aligns with brand voice and campaign objectives.
• Partner with Demand Generation, Product Marketing, and Brand teams to support campaign execution.
• Develop content optimized for engagement, click-through rates, and conversion.
• Analyze content performance and apply learnings to improve future outputs.
• Collaborate with analytics and marketing teams to align content with business goals.
• Contribute to blog posts, articles, and other long-form content as needed.

Content Specialist

Marketing Operations

• Manage our global marketing automation solution and technology stack.
• Ensure that the tools and systems used by the global Marketing team run smoothly and contribute to efficient, data-driven marketing operations.
• Maintain database health; execute email and nurture programs; process and accelerate leads; support campaign setup and tracking; contribute to marketing reporting and KPI monitoring.
• Implement new tools and processes, ensure proper documentation and training materials are in place, and monitor existing systems to identify and resolve issues.
• Enable modern marketing at scale by helping activate, integrate, and optimize technology, workflows, and best practices across the team.

Manager, Marketing Operations, Campaigns & Emails

• Manage our global marketing automation solution and technology stack
• Help ensure that the tools and systems used by the global Marketing team run smoothly
• Maintain database health; executing email and nurture programs
• Processing and accelerating leads; supporting campaign setup and tracking
• Contributing to marketing reporting and KPI monitoring
• Implement new tools and processes, ensure proper documentation and training materials are in place
• Monitor existing systems to identify and resolve issues
• Enable modern marketing at scale by helping activate, integrate, and optimize technology, workflows, and best practices

Consultant

• Lead end-to-end implementations of Caseware accounting and assurance solutions, including requirements gathering, solution design, configuration, testing, 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.

Assurance Manager – State & Local Government

Content Specialist

Manager, Marketing Operations, Campaigns & Emails

Manager, Marketing Operations, Campaigns & Emails

Consultant, Professional Services