Caseware

Procurement

• Create and lead end-to-end procurement activities from business requirements through vendor selection, negotiation, contracting, and implementation
• Develop sourcing strategies balancing cost, quality, risk, and business objectives
• Lead competitive sourcing events including RFIs, RFPs, and vendor evaluations
• Identify vendor consolidation, purchasing standardization, and spend-reduction opportunities
• Partner with business leaders on procurement strategies aligned with organizational priorities
• Lead commercial negotiations for technology, SaaS, professional services, consulting, and corporate services agreements
• Manage vendor relationships throughout the contract lifecycle, including performance reviews, renewals, and risk mitigation
• Maintain and enhance the centralized contract repository and renewal management process
• Develop vendor scorecards and supplier performance metrics
• Establish and improve procurement policies, workflows, templates, and governance processes
• Ensure procurement activities comply with internal policies, security requirements, legal standards, and financial controls
• Coordinate vendor due diligence and risk assessments with Information Security, Privacy, Legal, and Finance
• Support procurement systems, automation initiatives, and reporting capabilities
• Analyze organizational spend to identify savings opportunities and improve purchasing efficiency
• Prepare procurement dashboards, executive reporting, and key performance indicators
• Provide procurement guidance and consulting to stakeholders across the business
• Support annual budgeting and strategic planning through vendor and spend analysis
• Drive procurement transformation initiatives improving efficiency, scalability, and employee experience
• Stay current on procurement best practices, market trends, and supplier innovations
• Lead or participate in cross-functional projects supporting operational excellence

Procurement Specialist

Sales Operations Manager

• Build and maintain core sales enablement content, including pitch decks, battlecards, objection-handling guides, competitive positioning, demo scripts, evaluation trackers, and FAQs
• Own the GTM Enablement Hub as the central source of truth for sales-facing messaging, resources, and materials
• Partner with Product Marketing, Sales Operations, Training, Solutions Consulting, and other teams to align messaging and close enablement gaps
• Deliver enablement sessions, workshops, and training to the Sales and Solutions Consulting teams
• Support onboarding, launch readiness, and ongoing sales readiness initiatives
• Drive localization and adaptation of sales and training materials for regional rollout
• Extend enablement coverage across North America and support global scaling
• Build trackers, reporting, and feedback loops to identify gaps, measure usage, and improve effectiveness
• Translate product updates, market changes, and competitive insights into rep-ready materials
• Contribute to the long-term enablement strategy, structure, and team design
• Help build the case for future headcount and potentially hire and lead direct reports as scope expands

Sales Enablement Leader

General

• Administer and configure the NetSuite ERP, including roles, permissions, workflows, saved searches, custom records, and forms.
• Design, build, and maintain integrations between NetSuite and enterprise systems such as Salesforce, billing, payroll, and data warehouses.
• Gather requirements with Finance, RevOps, and IT stakeholders and translate business processes into scalable NetSuite solutions.
• Troubleshoot system issues, data discrepancies, and integration failures across connected financial systems.
• Support quote-to-cash, order-to-cash, and lead-to-revenue workflows while maintaining data integrity.
• Lead or support NetSuite upgrades, sandbox testing, and release management.
• Develop and maintain SuiteScript scripts, scheduled scripts, workflows, and RESTlets to automate processes.
• Support acquired-entity integration into NetSuite, including data migration, chart-of-accounts alignment, and workflow standardization.
• Create technical documentation, process runbooks, and training materials.
• Ensure system security, SOX/audit compliance, and data governance adherence.
• Participate in sprint grooming, standups, and retrospectives.

Systems Integration Specialist – NetSuite

• Build and maintain core sales enablement content, including pitch decks, battlecards, objection-handling guides, competitive positioning, demo scripts, evaluation trackers, and FAQs.
• Own the GTM Enablement Hub as the central source of truth for sales-facing messaging, resources, and materials.
• Partner with Product Marketing, Sales Operations, Training, Solutions Consulting, and other teams to align messaging and close enablement gaps.
• Deliver enablement sessions, workshops, and training to the sales team and Solutions Consulting team.
• Support onboarding, launch readiness, and ongoing sales readiness initiatives.
• Drive localization and adaptation of sales and training materials for regional rollout.
• Extend enablement coverage across North America and support global scaling as the function matures.
• Build simple trackers, reporting, and feedback loops to identify gaps, measure usage, and improve enablement effectiveness.
• Translate product updates, market changes, and competitive insights into clear, rep-ready materials.
• Contribute to the development of the long-term enablement strategy, structure, and team design.
• Help build the case for future headcount and, where appropriate, hire and lead direct reports as scope expands.
• Build the sales enablement function from the ground up at Caseware, a provider of audit and accounting software.
• Shape the broader strategy, operating model, and priorities for sales enablement.
• Improve consistency in the field and scale enablement globally over time.

Technical Product Manager

• Contribute to the roadmap for core platform services such as APIs, data infrastructure, identity, and integration frameworks.
• Translate platform strategy into clear product requirements and user stories with measurable success criteria.
• Partner with engineering to prioritize backlog items, refine requirements, and support sprint planning and delivery.
• Ensure platform capabilities align with enterprise scalability, security, and reliability standards.
• Collaborate with product teams across Caseware to identify shared capability needs and integration opportunities.
• Serve as the connector between engineering and vertical product teams, ensuring smooth delivery and adoption of platform services.
• Participate in technical design discussions, clarifying trade-offs and dependencies to keep execution on track.
• Develop and maintain documentation, standards, and release notes for shared platform capabilities.
• Monitor key platform metrics such as performance, reliability, and adoption, identifying opportunities for improvement.
• Manage risks and dependencies across teams, ensuring deliverables are met with high quality.
• Support backlog prioritization, dependency tracking, and sprint reviews.
• Contribute to internal enablement assets such as templates, integration guides, and platform release documentation.
• Learn from and collaborate with senior and principal PMs to build your platform product management expertise.

Technical Product Manager – Core Platform

Full-stack Engineer

• Define and evolve technical architecture, establishing standards that support safe, scalable, and reusable capabilities across teams.
• Act as a technical leader across teams, influencing architectural decisions through design reviews, RFCs, and hands-on collaboration.
• Own key features and architectural improvements end-to-end — from design through build — using modern, leading-edge technology and architecture.
• Lead proof-of-concepts that inform roadmap and architectural decisions.
• Take initiative on complex, business-critical challenges such as third-party extensibility and real-time multi-user synchronization.
• Partner with QA, Product, Security, and Domain SMEs to ensure robust observability, reliability, and quality of the systems you own.
• Establish and promote engineering standards and best practices to improve consistency, security, and maintainability.
• Drive operational excellence by identifying systemic risks and eliminating root causes that impact reliability, performance, or cost.
• Partner with DevOps and Security teams to evolve CI/CD pipelines, deployment strategies, and production safeguards.
• Mentor senior and junior engineers through code reviews, design discussions, and technical guidance.
• Participate in production support as a senior escalation point, leading root cause analysis and driving preventative improvements.
• Collaborate with a team of deep technical experience and strong domain knowledge; brainstorm and share ideas within an agile team of developers, testers, and a product owner.

Staff Software Developer IV

Backend Engineer

• Create architecture, prototypes, and design proposals that deliver near-term business value while aligning with the future-state product and platform vision.
• Influence technical direction through architecture reviews, RFCs, design discussions, and hands-on collaboration.
• Partner with senior developers, architects, and tech leads to define and execute the product/platform architecture roadmap.
• Break down large initiatives into parallelizable chunks of work that deliver incremental business value.
• Champion proposals through all phases of the SDLC, from design through production implementation.
• Troubleshoot and eliminate root causes of persistent production issues; drive reliability, observability, monitoring, and incident response.
• Facilitate design discussions within and across teams.
• Act as a trusted technical leader, helping teams succeed through collaboration, influence, and shared ownership.
• Design and build key features and architectural improvements for the platform, end-to-end, using modern .NET technology and architecture.
• Build and maintain services across both monolith and microservice architecture.
• Collaborate with a team of deep technical experience and strong domain knowledge; brainstorm and share ideas within an agile team of developers, testers, and a product owner.

Senior Software Developer – .NET

Analytics Engineer

• Design and build key features and architectural improvements end-to-end — from technical discovery and system design through implementation, testing, and production support.
• Write production code daily in critical services, pipelines, and frameworks, using modern cloud-native patterns and technologies.
• Provide mentorship to the other developers on your team through design reviews, pair programming, and code reviews.
• Build deep expertise in the technology and architecture powering the Data Analytics Platform and use that knowledge to drive sound technical decisions.
• Collaborate with Product and Engineering to disambiguate requirements, surface technical uncertainty, and clearly communicate trade-offs and risks.
• Champion engineering excellence by keeping trunk/master green, stable, and deployable through strong CI/CD, testing, and operational practices.
• Coordinate with DevOps/CloudOps teams to ensure your squad has the tooling, infrastructure, and support needed to ship confidently.
• Own production reliability for the systems your squad manages, driving continuous improvement through post-mortems and root cause analysis.
• Provide 24/7 production support for the systems your team manages, driving continuous improvement in this area through post-mortems and root cause analysis.

Senior Software Developer – Data Analytics

• Create prototypes and software design proposals that provide short-term business value while aligning with future-state product and architecture vision
• Research and break down large initiatives into parallelizable chunks of work that provide incremental business value towards the end feature goal
• Champion proposals into production through all phases of the Agile SDLC from design to implementation
• Contribute to improving the core product build, CI/CD pipelines, and overall SDLC
• Work with senior developers and architects to define and oversee the execution of the product architecture roadmap
• Troubleshoot and eliminate persistent root causes for production issues that your product faces
• Facilitate design discussions within and outside of the squad
• Represent the team in technical discussions with Tech Leads, Operations, Product/UX, and external stakeholders
• Provide mentorship to the other developers on your team through design reviews, pair programming, and code reviews
• Keep technical documentation up to date and create new artifacts when required
• Share knowledge on new technologies and industry best practices to build our coding standards

Senior Software Developer

AI Engineer

• Define and evolve the technical architecture for Caseware’s AI platform, establishing architectural standards, contracts, and design principles that enable scalable, secure, reusable, and trustworthy AI capabilities across multiple teams.
• Design, build, and operate AI systems powered by LLMs, retrieval pipelines, agentic workflows, and AI-enabled services, including multi-agent systems, agent execution runtimes, workflow orchestration, memory management, and human-in-the-loop AI capabilities.
• Design and implement evaluation, governance, auditability, and traceability frameworks that ensure AI systems are measurable, explainable, compliant, and continuously improving.
• Translate advances in AI into practical, maintainable platform capabilities that solve real customer problems.
• Influence technical direction through architecture reviews, RFCs, design discussions, and hands-on collaboration.
• Evaluate emerging AI technologies, models, frameworks, and cloud capabilities.
• Lead proof-of-concepts that inform platform strategy and future investments.
• Balance delivery speed, quality, maintainability, and long-term platform health when making technical decisions.
• Drive reliability, observability, monitoring, alerting, and incident response practices across AI systems and platforms.
• Ensure systems are resilient, scalable, cost-effective, and operationally efficient in production environments.
• Partner closely with Product, QA, Security, Domain SMEs, and Engineering teams to deliver business value.
• Act as a trusted technical leader, helping teams succeed through collaboration, influence, and shared ownership.
• Mentor engineers across teams and contribute to raising overall engineering maturity.

Senior AI Software Engineer

Support Engineer

• Provide high-quality customer support over the phone
• Take ownership of customer issues until resolution
• Perform minor testing of software and provide feedback
• Analyze client firm workflow and processes to apply Caseware products
• Maintain and update records of procedures and processes
• Track issues using the internal ticket system
• Document hardware and software changes and revisions

Product Support Analyst – Accounting

Product Manager

• Own the strategic relationship for key enterprise accounts, acting as the CPO's forward-deployed product resource on migrations, roadmap negotiations, and escalations.
• Drive Product and Commercial alignment, owning the reconciliation of product prioritization against the roadmap and resolving conflicts in partnership with the CPO and cross-functional leadership.
• Set go-to-market and customer lifecycle strategy for major account segments, owning account-mapping dashboards and using them to drive prioritization decisions, not just track status.
• Own client escalations end-to-end — diagnosing root cause, aligning engineering and technical stakeholders on a resolution path, and making the call on trade-offs when priorities conflict.
• Identify gaps in visibility and build the tools and dashboards needed to close them, driving adoption across product and account teams.
• Turn ambiguous, multi-stakeholder input into clear initiatives, epics, and decisions — you set the direction, not just document it.
• Drive cross-functional alignment across Product, Engineering, Design, and Commercial teams, and be comfortable pushing back when priorities don't align.

Solutions Engineer

• 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.

Solutions Consultant

• 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.

Consultant

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

Procurement Specialist

Sales Enablement Leader

Systems Integration Specialist – NetSuite

Sales Enablement Leader

Technical Product Manager – Core Platform

Staff Software Developer IV

Senior Software Developer – .NET

Senior Software Developer – Data Analytics

Senior Software Developer

Senior AI Software Engineer

Product Support Analyst – Accounting

Product Manager

Solutions Consultant

Product Manager

Consultant, Professional Services