Caseware

Consultant, Professional Services

Caseware

full-time

Posted on:

Location Type: Remote

Location: Canada

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About the role

  • 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.

Requirements

  • At least 5 years’ experience in a customer-facing role (e.g., customer success, account management, implementation, product or project management) in a SaaS company serving the accounting profession.
  • At least 4 years’ experience working in an audit, accounting, or professional services firm, performing accounting, external audit, or assurance engagements.
  • Demonstrated experience in end-to-end software implementations, including requirements gathering, solution configuration, testing, and go-live support.
  • Strong understanding of accounting and assurance workflows, professional standards, and firm operating models.
  • Proven ability to manage client stakeholders and act as a trusted advisor throughout complex engagements.
  • Experience owning delivery outcomes, including scope, quality, risk, and timelines, with minimal oversight.
  • Excellent communication, facilitation, and documentation skills in a professional services environment.
  • Ability to mentor and contribute to team capability development.
Benefits
  • Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
  • We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
  • Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
  • We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
  • We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
  • Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
  • We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Casewarerequirements gatheringsolution designconfigurationtestinggo-live supportaccounting standardscompliancesoftware implementationschange management
Soft Skills
client relationship managementtrusted advisorcommunicationfacilitationdocumentationmentoringleadershipproblem-solvingcollaborationstakeholder management