Caseware

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.

Consultant, Professional Services

Growth Marketing

• Drive and execute the growth marketing strategy for the US and Canada, 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 ICPs and key personas for the region 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 the 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 to ensure messaging aligns with buyer needs and market trends.
• Stay current on the competitive landscape, industry trends, and regional regulations.

Growth Marketing Manager

Director

• Lead high-priority, cross-functional initiatives tied to Caseware’s enterprise transformation agenda
• Execute and support strategic initiatives under the direction of the Chief of Staff, including analysis, synthesis, and preparation of materials for ELT
• Drive structured, hypothesis-led problem solving across growth, efficiency, and operating model evolution
• Build robust business cases and financial models to inform executive trade-offs and investment decisions in alignment with defined operational processes
• Develop executive- and board-ready materials that clearly articulate strategy, risks, trade-offs, and expected impact
• Stand up and manage PMO discipline across select enterprise programs, bringing rigor, transparency, and accountability
• Track progress against defined KPIs, identify risks and interdependencies, and drive resolution with initiative owners
• Partner across Finance, R&D, Sales, Marketing, RevOps, Customer Success, and People to ensure alignment and execution pace

Director, Strategic Programs – Contract

Account Manager

• Build and maintain strong, strategic relationships with C-level customers, focusing on the Government segment.
• Understand customer needs and deliver solutions that maximise value.
• Drive customer success through proactive engagement, retention strategies, and growth initiatives.
• Ensure adoption of Caseware's evolving suite of cloud solutions.
• Engage in new & additional business activities including upsell, cross-sell, and migration.
• Optimize customer retention & satisfaction.
• Drive revenue growth (Net of CPI).
• Engage in account coverage and customer engagement strategies.
• Manage revenue-related inquiries and drive outbound engagement for growth.

• Identify and develop new business opportunities within your assigned territory
• Achieve and exceed agreed annual sales targets (minimum £250,000)
• Build and execute a strategic territory plan
• Maintain a healthy sales pipeline and provide accurate forecasting
• Deliver compelling product demonstrations showcasing features, benefits, and value
• Apply consultative selling techniques to drive product adoption and increase client satisfaction
• Strengthen long-term client relationships to maximize retention and NPS
• Respond to inbound inquiries promptly and professionally
• Partner with Marketing to deliver territory-specific campaigns and engagement strategies
• Represent Caseware at industry events, webinars, seminars, and client meetings
• Support the preparation of marketing collateral and campaign resources
• Maintain accurate and up-to-date CRM records
• Follow established sales processes and procedures
• Manage priority tasks and opportunities effectively
• Support sales administration and wider team initiatives as required

Account Manager – New Business

• Identify and develop new business opportunities within your assigned territory
• Achieve and exceed agreed annual sales targets (minimum £250,000)
• Build and execute a strategic territory plan
• Maintain a healthy sales pipeline and provide accurate forecasting
• Deliver compelling product demonstrations showcasing features, benefits, and value
• Apply consultative selling techniques to drive product adoption and increase client satisfaction
• Strengthen long-term client relationships to maximise retention and NPS
• Respond to inbound enquiries promptly and professionally
• Partner with Marketing to deliver territory-specific campaigns and engagement strategies
• Represent Caseware at industry events, webinars, seminars, and client meetings
• Support the preparation of marketing collateral and campaign resources
• Maintain accurate and up-to-date CRM records
• Follow established sales processes and procedures
• Manage priority tasks and opportunities effectively
• Support sales administration and wider team initiatives as required

Account Manager, Internal Audit

Account Executive

• Retain and grow revenue within assigned corporate and government accounts
• Identify and develop new business opportunities within your assigned accounts.
• Achieve and exceed agreed annual sales targets (minimum £250,000)
• Build and execute a strategic territory plan
• Maintain a healthy sales pipeline and provide accurate forecasting
• Deliver compelling product demonstrations showcasing features, benefits, and value
• Apply consultative selling techniques to drive product adoption and increase client satisfaction
• Strengthen long-term client relationships to maximise retention and NPS
• Respond to inbound enquiries promptly and professionally
• Partner with Marketing to deliver territory-specific campaigns and engagement strategies
• Represent Caseware at industry events, webinars, seminars, and client meetings
• Support the preparation of marketing collateral and campaign resources
• Maintain accurate and up-to-date CRM records
• Follow established sales processes and procedures
• Manage priority tasks and opportunities effectively
• Support sales administration and wider team initiatives as required

Product Marketing

• Lead go-to-market strategies and execution for software that powers modern audit and financial reporting teams.
• Translate practitioner realities into clear positioning, credible messaging and commercially focused launch plans.
• Help bring solutions to market that address the real pressures auditors face every day.
• Focus on execution rigor, commercial impact and strong product adoption across global markets.

Product Marketing Manager

• Define and evolve value propositions grounded in real accounting firm workflows
• Translate core functionality and intelligent capabilities into clear practitioner relevant messaging
• Maintain consistent product narratives across web, sales and campaign channels
• Develop high impact enablement assets including info sheets, pitch decks and battlecards
• Maintain Mindtickle and deliver training content
• Maintain lightweight competitive intelligence including tracking key competitors, messaging shifts and feature updates
• Incorporate competitive and market signals into messaging refinements and GTM recommendations
• Own Caseware’s presence on G2 and relevant peer review platforms
• Develop programs to generate high quality customer reviews in partnership with Customer Success and Sales

• Own the North American growth marketing strategy with a focus on new business acquisition.
• Plan and execute integrated omnichannel campaigns to include email, webinars, paid media, sponsored events and account-based marketing (ABM).
• Develop ICP and key personas for region 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 to ensure messaging aligns with buyer needs and market trends.
• Stay current on competitive landscape, industry trends, and regional regulations.

Director, Growth Marketing

Project Manager

• Lead end-to-end delivery of enterprise Caseware implementations
• Establish and manage formal project governance
• Create and maintain project plans
• Act as the primary client-facing delivery lead
• Coordinate cross-functional delivery teams
• Proactively manage project risks, issues, and change requests
• Oversee enterprise data migration, integrations, and testing
• Provide clear executive-level reporting
• Drive client readiness and adoption
• Manage project financial performance

Project Manager, Professional Services

Operations

• Deal Evaluation and Sales Support
• Support Sales and Client Operations in structuring, reviewing, and approving non-standard deals with a focus on speed and accuracy.
• Perform deal reviews covering pricing, discounting, uplift, margin, and concessions; document risks and recommend actions.
• Provide guidance using historical deal performance, customer patterns, and pricing precedents; escalate complex scenarios to the Deal Desk Lead as needed.
• Pricing and Financial Analysis
• Conduct financial analyses to assess margin impact, revenue outcomes, and pricing trade-offs across new business, renewal, and expansion motions.
• Analyze historical pricing, uplift, and discounting trends to strengthen deal guidance, margin targets, and pricing frameworks.
• Evaluate costing data and special costing or deal registration requests to support approvals and process improvements.
• Process, Tooling, and Operational Excellence
• Operationalize and continuously improve deal review and approval workflows to increase consistency, efficiency, and auditability.
• Develop, enhance, and maintain deal desk tools and models (e.g., Excel-based pricing models, scenario tools, workflow trackers, and templates).
• Identify recurring deal issues and partner with Sales Operations and Pricing to implement scalable process or tooling fixes.
• Cross-Functional Collaboration and Governance
• Interface with Finance, Pricing, Legal, Sales Operations, and Client Operations to manage complex deals and drive timely approvals.
• Communicate deal rationale, risks, and recommendations clearly to stakeholders and help align teams on what constitutes a "good deal".
• Enforce pricing and approval guardrails while applying sound commercial judgment and escalating exceptions appropriately.
• Reporting, Insights, and Enablement
• Track deal metrics (e.g., margin impact, discounting trends, approval cycle time, exception frequency) and surface actionable insights.
• Support deal and quoting analyses for strategic planning and performance tracking.
• Contribute to documentation, playbooks, and enablement materials that reduce friction and strengthen sales execution.

Deal Desk Operations Analyst

Pricing Analyst

• SKU taxonomy & lifecycle: Design and maintain a scalable SKU hierarchy for bundles, add-ons, usage/overage, and regional variants; govern naming, attributes, and deprecation.
• Price book management: Build/maintain global and regional price books, including FX, rounding rules, customer segments, and promotional/launch credits.
• CPQ configuration: Implement product rules, dependency logic, guided selling, approval thresholds, and discount/term constraints aligned to strategy.
• Change control & audit: Operate a formal price/SKU change process with versioning, effective dates, approvals, and SOX-friendly documentation.
• Data quality & reporting: Reconcile CPQ/ERP/CRM price data; monitor price realization, SKU adoption, and quoting accuracy; publish weekly dashboards.
• Renewal & migration enablement: Create migration SKUs, mapping tables, and auto-renew rules to support bundling-first and tier upgrades.
• Tool stewardship: Partner with Sales Ops, IT, and Finance to align CPQ, ERP (e.g., NetSuite), billing, and data warehouse; drive automation and reduce quote cycle time.
• Support field readiness: Provide release notes, quick guides, and training for new SKUs/price rules.

Pricing Operations Analyst

Business Intelligence Analyst

• Perform quality assurance on Tableau dashboards and reports used for Sales Ops and RevOps decision-making
• Validate that Tableau outputs accurately reflect Salesforce pipeline, opportunity, account, and activity data
• Document QA findings, validation logic, and recurring data issues to improve reporting standards and processes
• Ensure reports align with defined sales processes, GTM rules, and RevOps metrics (e.g., pipeline stages, bookings, attribution)
• Identify discrepancies between Salesforce records and Tableau reporting, and determine root cause (report logic vs. CRM data quality)
• Partner with Sales Ops, RevOps, Analytics, and BI teams to resolve reporting and data issues
• Perform data reconciliation using Salesforce exports, Tableau data sources, and Excel
• Break down complex sales reporting issues into smaller, testable components to isolate errors
• Support the ongoing accuracy of pipeline reviews, forecasting, attainment tracking, and performance dashboards

Data and Reporting Analyst

Software Engineer

• Own and evolve **evaluation strategy** for LLM- and agent-based systems, including golden datasets, rubric-based scoring, reference-free evaluations, regression testing, and A/B experimentation.
• Benchmark and analyze **foundation model performance** within Caseware’s domain, identifying capability gaps, failure modes, and opportunities for improvement.
• Lead the design and optimization of **Retrieval-Augmented Generation (RAG)** pipelines, including embeddings, retrieval strategies, reranking, and retrieval quality metrics.
• Design and maintain **feedback and evaluation pipelines** that connect real-world user behavior to measurable improvements in agent performance.
• Apply data science techniques to analyze agent behavior, diagnose reliability issues, detect drift, and surface systemic risks.
• Define and implement **guardrails** for agentic systems, including schema validation, content filtering, tool governance, and policy enforcement.
• Establish **approval gates, audit trails, and controlled rollout mechanisms** for AI and agent changes, including feature flags, staged deployments, and kill switches.
• Partner with Security and Data teams to embed **privacy-by-design** practices, including PII detection and masking, data minimization, and retention controls.
• Support and influence **SOC 2 and ISO 27001-aligned controls** across AI data flows, including access management, logging, and incident response.
• Act as a **Staff-level technical leader**, mentoring other engineers, shaping best practices, and raising the overall bar for AI reliability and evaluation across the organization.

Consultant, Professional Services

Growth Marketing Manager

Director, Strategic Programs – Contract

Account Manager

Account Manager – New Business

Account Manager, Internal Audit

Account Executive

Product Marketing Manager

Product Marketing Manager

Director, Growth Marketing

Project Manager, Professional Services

Deal Desk Operations Analyst

Pricing Operations Analyst

Data and Reporting Analyst

Staff Developer, AI Evaluation, Reliability