Solutions Consultant

Caseware

Solutions Consultant at Caseware focusing on customer evaluations and implementations of accounting solutions. Collaborating with global teams to enhance customer success through strategic planning.

Posted 7/13/2026full-timeRemote • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer success and implementation strategies within the audit and accounting sector, with a strong focus on project management, communication, and stakeholder engagement. Proficient in developing scalable processes and resources to enhance customer evaluations and migrations to cloud solutions.

Highest-signal resume keywords

Customer Success ManagementProject ManagementExternal Audit ExperienceCommunication SkillsCRM Tools (Salesforce)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

External AuditAssurance EngagementProject ManagementChange ManagementTraining DevelopmentProduct Demo StrategyProcess DesignCustomer Migration StrategyStakeholder Needs AssessmentAudit Technology Understanding

Soft Skills

Effective CommunicationStrong Organization SkillsProblem-SolvingResourcefulnessInitiative

Tools & Technologies

CasewareSalesforce

Certifications & Qualifications

Chartered Accountant

Industry Keywords

AuditAccountingProfessional ServicesSaaSFinancial Processes

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Partner with our Strategic Account Managers in helping our prospects and customers evaluate and implement Caseware products.
Strategize with customers on their evaluation & implementation journeys, identifying needs (e.g. communications, change management, training, champion and support strategy etc.) and working with them to develop a project plan to ensure key requirements are addressed.
Create and maintain product demo strategies and related assets that are value and benefit-driven, not feature walk throughs.
Support customer evaluations and implementations, providing information on tools, processes and resources to customers, and helping to ensure timelines and tasks remain on track.
Assist in the development and execution of customer migration strategies from their existing accounting and audit platforms to Caseware’s suite of cloud solutions.
Coordinate internally to address customer issues not handled through existing support channels (e.g. coordination of access, licenses, account maintenance, escalating support).
Assist in the development and maintenance of a product knowledge base for team members to access as a supplemental resource to the SC team.
Capture, and where appropriate respond to, customer and prospect feedback relating to product and sales experience to support continued innovation.
Create and maintain toolkits and resources to support customer evaluations and implementations, working with other Caseware teams as relevant.
Design and implementation of processes and systems to support the delivery of consistent, scalable services. Assist in the development and execution of improvement plans internally that are scalable to support future growth.
Attend key industry trade shows and events.
Participate in speaking engagements and thought leadership events as comfortable.

Requirements

What you’ll need

At least 4 years’ experience working in an Audit/Accounting/Professional Services Firm performing External Audit or Assurance engagement or at least 5 years’ experience in customer facing role (e.g. customer success, account management, implementation, product or project management) in a SAAS company serving the Accounting Profession.
Excellent written, oral communication and presentation skills.
Effective communicator with ability to understand and interpret stakeholder needs.
Strong organization skills with experience tracking and managing multiple deliverables and tasks.
A resourceful self-starter who thrives in a fast-paced environment where initiative and problem-solving skills are required.
Have a sound understanding of technology within the audit and accountancy sector, or an enthusiasm to learn.
Nice to have: Chartered Accountant (or equivalent) with 5+ years of external audit experience, ideally with hands-on use of CaseWare; background in audit innovation, training, or tech adoption within a firm; strong understanding of financial processes, project/product management, CRM tools (e.g. Salesforce), and experience collaborating with product, marketing, or sales teams.

Benefits

Comp & perks

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
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.