Caseware

Account Manager

• Own and expand Caseware’s technology partner relationships within our growing third-party ecosystem.
• Drive partner reach, delivering mutual growth, and ensuring the realization of value for all ecosystem participants.
• Define and operationalize the Partner Playbook - establishing the frameworks, processes, and success metrics that guide partner intake, evaluation, and certification.
• Collaborate closely with Senior Leadership, Engineering, Legal, and GTM teams to shape how partners commercialize, integrate, and scale on the Caseware platform.

Partner Manager

AI Engineer

• Design and build reusable platform components — including prompt/schema design, RAG pipelines, grounding connectors, and agentic execution patterns (task orchestration, tool invocation, and workflow runtime primitives) — to deliver reliable, context-aware LLM interactions and accelerate product team's ability to ship AI-powered features
• Build evaluation systems for LLM-based features — including LLM-as-a-judge, structured evals, regression suites, and automated reliability/safety checks — to ensure consistent behavior, measurable quality, and dependable customer outcomes
• Stay current with emerging AI and cloud technologies, lead proof-of-concepts, and translate findings into strategic guidance that informs platform roadmaps and long-term architectural decisions
• Take ownership of features and solutions across the entire software development lifecycle — from design and implementation to testing, deployment, and ongoing maintenance.
• Provide technical mentorship to junior developers through code reviews, pair programming, and collaborative solution design
• Maintain clear, current technical architecture documentation and enforce development best practices to protect the integrity of the codebase
• Drive operational excellence by identifying recurring issues and eliminating root causes that impact customers and internal teams
• Partner with DevOps/DevSuccess to improve your team’s build processes, test automation, and CI/CD pipelines
• Participate in the prioritization and reduction of technical debt of the system your team manages
• Participate in 24/7 production support rotation for your team’s systems, delivering thorough post-mortems and root cause analysis for major client impact incidents

Senior Software Developer – AI Platform

DevOps Engineer

• Design, deploy, and maintain secure, scalable, and high-performing cloud infrastructure using AWS services such as Organizations, Control Tower, Landing Zone, and IAM Identity Center, while ensuring compliance with organizational policies.
• Lead cloud migration initiatives, including detailed planning, execution, and post-migration support for application and infrastructure transitions from on-premises or other cloud environments to AWS.
• Implement and manage Infrastructure as Code (IaC) using tools such as AWS CDK (preferred), CloudFormation, and Terraform to ensure consistent, automated, and repeatable cloud deployments.
• Provision and manage cloud resources including compute (EC2), storage (S3), databases (RDS/Aurora, DocumentDB), filesystems (FSx), container orchestration (EKS), and machine images (AMI Factory) to support the requirements of applications and services.
• Define and enforce configuration management standards, ensuring consistency, reliability, and compliance across all cloud environments.
• Develop, maintain, and optimize automation scripts and tools to streamline operational processes, reduce manual intervention, and enhance system reliability.
• Establish and uphold observability best practices, including monitoring, logging, and alerting, to ensure ongoing system health and optimal performance.
• Respond promptly to incidents, troubleshoot complex technical issues, and work collaboratively with development and IT teams to minimize downtime and maintain high service quality.
• Design, implement, and maintain robust backup and disaster recovery strategies to meet Recovery Time Objectives (RTO) hours and Recovery Point Objectives (RPO), utilizing tools such as AWS Backup and Vaults.
• Ensure cloud security and compliance by applying best practices, conducting regular audits, and enforcing policies to protect sensitive data and maintain the integrity of cloud infrastructure.
• Monitor cloud resource usage, analyze cost trends, and implement cost-optimization strategies to maximize cloud investment.
• Design and manage secure and efficient networking solutions using Transit Gateway, IPAM, and VPC to support seamless connectivity and data flow across environments.
• Collaborate with cross-functional teams to align cloud strategies with business goals and provide technical guidance on cloud best practices.
• Participate in a 24/7 on-call rotation to support critical infrastructure, respond to operational incidents, and ensure high availability.
• Document infrastructure designs, configurations, and operational procedures comprehensively to support knowledge sharing and facilitate team collaboration.
• Stay current with emerging cloud technologies and proactively recommend improvements or new approaches to enhance cloud operations and platform capabilities.
• Leverage prior experience in an Enterprise SaaS environment, placing a strong emphasis on quality, high availability, and attention to detail in every aspect of cloud operations.

Senior Cloud Operations Engineer

Sales Development Rep

• Book sales calls and demonstrations for the Sales Team
• Generate a pipeline of leads and opportunities using our existing database as well as multiple tools available to you
• Understand the industry, as well as customer requirements
• Through phone, email and social media engage those contacts with the Caseware brand
• Respond, engage and qualify inbound leads
• Effectively partner with peers to support demand generation campaigns.
• Use our CRM and/or reporting system effectively to ensure that reporting is accurate and Relevant.
• Represent Caseware professionally at any relevant events: engage with delegate, capture leads, and feedback to the team any interesting information gained around competitors, market etc.
• Produce monthly reports to submit to your manager to show your success
• Contribute to the achievement of team SQL targets

Sales Development Representative

Legal Assistant

• Maintain corporate records, including legal entity information, minute books, and statutory filings, ensuring compliance with corporate and regulatory requirements.
• Assist in contract administration, including drafting and reviewing NDAs, vendor agreements, and basic commercial contracts, and take the lead in contract lifecycle management.
• Support legal operations initiatives, including vendor management, tracking and reporting key metrics, and identifying opportunities to improve workflows, tools, and processes.
• Collaborate with cross-functional teams, including Finance, People Ops, and Compliance, to respond to ad hoc legal requests and provide practical guidance.
• Contribute to the continuous improvement of legal processes by helping develop and implement policies and best practices to enhance efficiency and consistency.
• Ensure all legal documents and records are accurate and well-organized to provide easy and efficient access for internal stakeholders.

Law Clerk

Product Manager

• Drive the end-to-end lifecycle of your product(s), from strategy and planning to execution and delivery.
• Collaborate closely with cross-functional teams (engineering, design, marketing, and sales) to ensure alignment with product vision and company goals.
• Maintain and communicate a clear product roadmap that supports the broader Caseware portfolio.
• Define and monitor key performance indicators (KPIs) to evaluate success and identify areas for improvement.
• Engage directly with internal stakeholders, customers, and distributors to gather feedback and ensure product relevance.
• Contribute to long-term product vision and influence strategic decisions within your product area.
• Support and mentor peers, sharing knowledge and best practices across the product organization.
• Participate in special projects that enhance process efficiency or strategic alignment.
• Represent the product team in discussions with senior management and external partners.

People Operations

• Maintain and update employee records in our HRIS (BambooHR), ensuring accuracy, consistency, and compliance with data protection regulations.
• Conduct regular audits of system data and processes, flagging discrepancies and implementing corrective actions.
• Support system updates, permissions management, and integrations with payroll, IT, and other internal platforms.
• Partner with our Senior HR Analyst to generate reports to support decision-making and provide insights into workforce trends.
• Execute key employee lifecycle processes (onboarding, job changes, offboarding) using HR systems and automation tools.
• Help improve HR workflows and documentation, contributing to the development of Standard Operating Procedures (SOPs).
• Partner with IT and Finance to ensure seamless data flow across platforms and alignment with internal controls.
• Support compliance with regional labor laws and Caseware policies through timely documentation and system updates.
• Assist with the rollout and tracking of policy changes, ensuring acknowledgment through the HRIS.
• Maintain digital employee files and ensure data handling aligns with global privacy and audit standards.
• Coordinate onboarding logistics via HR systems, including system provisioning, welcome communications, and workflow triggers.
• Act as a system-savvy point of contact for employees based in the Americas, guiding them through key processes with consistency and professionalism.
• Collaborate with global team members to align system messaging and user experience across regions.

People Operations Associate

Financial Planning and Analysis

• Assist in the preparation and distribution of recurring financial reports (weekly, monthly, quarterly) for senior leadership and Private Equity investors.
• Perform variance analysis against budget, forecast, and prior periods.
• Support the preparation of executive-level dashboards and presentations.
• Support the consolidation of actuals and development of forecasts (short-term and long-range) in partnership with revenue operations and business unit leads.
• Ensure data accuracy and consistency across multiple inputs and sources.
• Assist in building and maintaining forecast models to support rolling forecasts and scenario planning.
• Collaborate with various teams including FP&A, Accounting and Revenue Operations to gather input, validate assumptions, and ensure consistency and alignment of financial data.
• Support ad-hoc analysis and financial modeling to inform strategic initiatives modeling and decision-making.
• Coordinate with the Business Intelligence team and other partners to automate and optimize reporting, improving efficiency and scalability.
• Ensure documentation and standardization of financial processes where applicable.

Senior Analyst, Financial Planning & Analysis (FP&A)

Learning and Development

• Design and develop e-learning content that is engaging, interactive, and aligned with learning objectives.
• Collaborate with developers, and subject matter experts to create effective digital learning solutions.
• Apply UX/UI principles to enhance learner engagement and satisfaction through intuitive and visually appealing digital learning interfaces.
• Create course development plans to support the online academy, including storyboarding, scripting, and integrating multimedia elements.
• Regularly review and update existing learning content to ensure it remains current, accurate, and aligned with changes in organizational processes, products, or services.
• Manage the end-to-end development of e-learning projects, including timelines, resource coordination, and feedback management.
• Assisting in the setup, configuration, and management of content on Learning Management Systems (LMS), ensuring proper functionality and learner access.
• Provide technical support to users, helping troubleshoot issues related to the LMS and e-learning content.
• Be amenable to traveling to regional offices and client sites as needed.

Instructional Designer, E-learning Development

Product Specialist

• Support the coordination and regional ownership of individual product modules and platform components within our SaaS product landscape.
• Act as a bridge between German market needs and the global platform and product organization.
• Align product capabilities with local workflows, coordinating regional readiness and enablement.
• Support the effective use of APIs and integration interfaces provided by the platform.
• Support the Product Managers of our core German solutions by sharing insights, assisting with market alignment, and helping to drive cross-team coordination.
• Develop deep knowledge in our key solutions, enabling to act as a connector between product and teams such as Consulting, Support, Sales, and Marketing.

Product Specialist – Platform Components, APIs

Account Executive

• Using prospecting solutions like ZoomInfo and LinkedIn to generate leads within a defined territory and region.
• Using sales and marketing assets to create email campaigns.
• Given a list of contacts generated by marketing as well as existing inbound leads, contact our customers, address their needs, and introduce them to the full scope of the CaseWare product suite.
• Qualifying inbound and outbound activities (calls and emails).
• Quickly and effectively establish key relationships with decision-makers within sole practitioners to small firms.
• Providing prospects with high-level solution overviews when required.
• Provide advice and value guidance to CaseWare prospects maximizing opportunities to build and accelerate revenue.
• Monitor sales goal set by CaseWare to increase product revenue.
• Drive the business growth - meet and exceed monthly/quarterly revenue targets by prospecting, securing meetings, and closing new business.
• Create and execute action plans to engage appropriate CaseWare cross-functional resources to contribute to sales and development strategy.
• Assisting with marketing automation.
• Other duties as required.

Product Designer

• Create user-centered designs by understanding business requirements, user needs, and technological capabilities/constraints
• Design wireframes, mockups, and interactive prototypes to communicate design concepts
• Conduct user research, usability testing, and validate designs
• Collaborate with product managers and engineers to define and implement solutions
• Maintain design systems and ensure consistent user experience across Caseware products
• Stay current with UX design trends, tools, and emerging technologies in accounting and audit software
• Create and maintain detailed design documentation including user flows, interaction models, and design specifications
• Help resolve customer-impacting design issues, ensuring quick and safe resolutions
• Contribute to overall design strategy and vision for Caseware's products
• Assist in cross-department design initiatives to enhance product ecosystem
• Participate in design critiques and provide constructive feedback to fellow designers
• Work closely with Product, Engineering, and Design teams to deliver cloud-based audit, financial reporting, and data analytics solutions

Staff UX Designer

Communications

• What you will be doing:
• Internal Communications:
• Develop and execute a strategic internal communications plan aligned with business objectives and company culture.
• Create engaging content for newsletters, intranet, leadership updates, internal campaigns and company-wide announcements.
• Collaborate closely with People Operations, leadership and department heads to ensure consistent, transparent, and timely communication.
• Support change management efforts through clear messaging and communication strategies.
• Drive employee engagement by spotlighting initiatives, teams and successes across internal channels.
• Social Media & Community Management:
• Own the strategy and execution of Caseware’s presence across platforms (LinkedIn, X/Twitter, Instagram, YouTube, etc.).
• Build and nurture online communities, actively engaging with audiences to enhance brand visibility and trust.
• Create and curate content (posts, visuals, short-form videos) that aligns with brand voice and marketing campaigns (in partnership with graphic design team members).
• Monitor, analyze and report on social media performance, audience sentiment and community feedback.
• Build an internal ambassador team to expand visibility, reach and impact.
• Stay on top of trends and best practices in digital engagement and community building.
• Cross-Functional Collaboration:
• Act as a liaison between marketing, PeopleOps, leadership and regional teams to ensure communication is aligned globally.
• Support crisis communication or sensitive messaging with clarity, confidentiality and care.
• Provide messaging guidance and communication toolkits for internal stakeholders.

Communications Manager

Growth Marketing

• Own the North American growth marketing strategy with a focus on new business acquisition
• Plan and execute integrated omnichannel campaigns including email, webinars, paid media, sponsored events and account-based marketing (ABM)
• Develop ICP and key personas 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 and regional leadership to ensure messaging aligns with buyer needs
• Stay current on competitive landscape, industry trends, and regional regulations
• Report to the Chief Marketing Officer and lead demand generation initiatives across digital channels