Senior Solutions Consultant

Caseware • Atlanta, GA

4d • Remote

About The Position

Caseware is a leading SaaS organization with over 30 years of experience in the global audit and accounting software industry. We are seeking a highly motivated and detail-oriented Senior Solutions Consultant to join our team. This role is responsible for supporting larger customers with custom and complex needs, helping them successfully evaluate Caseware solutions. As a trusted advisor, you will collaborate with accounting firms and organizations navigating technology modernization. You will take a consultative approach to understand their technology ecosystem and needs, developing appropriate product offerings and implementation pathways. You will also liaise with product, account management, training, and professional services teams to ensure customer needs are addressed promptly and professionally. This role supports customers and internal stakeholders across North America and requires availability to accommodate meetings across Eastern Time (ET) to Pacific Time (PT) business hours. This role is remote and open to candidates who reside in and are eligible to work in the United States. Candidates must be willing to work Eastern Time Zone hours.

Requirements

• At least 4 years’ experience designing, developing, or implementing software solutions for the accounting industry OR at least 4 years experience performing External Audit, Review, or Compilation engagements
• Understanding of, or strong interest in, utilizing AI-powered software development capabilities, with the ability to strategize and discuss how AI can be applied to key workflows with customers and prospects.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Excellent written and 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.

Nice To Haves

• Expertise in cloud-based software development, including JavaScript and JSON fundamentals, with Git-based version control proficiency.
• Practical experience utilizing AI tools e.g., Claude Code for development.
• Direct experience authoring in CaseWare solutions, and/or utilizing CaseWare to create financial statements or perform engagements.
• CPA, Charted Accountant or equivalent, with 3+ years Audit or Accounting experience.
• Experience leading technology adoption, training, methodology, or other innovation efforts in an accounting firm.
• Experience developing or maintaining audit methodologies, templates, or professional guidance.
• Bachelor's degree in accounting, finance, AI or related field.
• Experience and/or qualifications in project, product, or program management.
• Deep understanding of accounting, financial processes, and technologies.
• Product, Product Marketing, Sales experience, or experience working closely with those functional teams.
• Experience using Microsoft Office Suite and CRM software (E.g., Salesforce).
• Experience documenting internal processes and identifying/implementing efficiency or quality improvements.

Responsibilities

• Partner with Account Managers and other Solution Consultants to help our most complex customers evaluate and plan to implement Caseware products.
• Lead technical evaluation activities including presentations, pilots, and proof of concepts, sharing expertise on solutions and best practices with customers, and coordinating with technical or product SMEs where appropriate.
• Understand customers’ technology ecosystem and business needs, scope specific configuration and customization requirements, and partner with others to define actions to successfully address them.
• Advise customers on architectural, authoring, and custom development capabilities and tools, and the best way to utilize them to meet their needs, including advising on Caseware AI powered development capabilities, utilizing JSON, GitHub, and Claude code.
• Support customer evaluations, providing information on tools, processes, and resources, and helping to ensure timelines and tasks remain on track.
• Act as the bridge between customers and Product teams, gathering and translating customer feedback into clear, actionable insights that inform product development while helping prospects understand how our roadmap addresses their business needs.
• Strategize with customers on their migration journey from their existing accounting and audit tools, and work with our Professional Services teams and partners to ensure they have a clear direction and key requirements are addressed.
• Attend Conferences, Events, and onsite workshops, maintaining relationships with customers and staying up to date with industry standards and trends. Depending on customer needs, the role may require up to 10% travel.
• Design and implement processes and systems to support the delivery of consistent, scalable services.

Benefits

• Competitive compensation
• Competitive salary
• Comprehensive benefits
• Flexible work options
• Remote opportunities
• Generous time-off policies
• Recognition programs
• Performance bonuses
• Opportunities for career growth

What This Job Offers

• Job Type: Full-time
• Career Level: Senior