Solutions Consultant

Alcor • Atlanta, GA

6d • 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 motivated and detail-oriented Solutions Consultant to join our team. In this role, you will act as a trusted advisor, guiding customers and prospective customers through the evaluation of Caseware solutions. You will collaborate with accounting firms and organizations to help them navigate technology modernization, understand current solutions, and leverage emerging technologies like AI and automation for efficiency and growth. You will also work closely with internal teams, including account management, training, professional services, support, and product, to ensure customer needs are met. This role supports customers across North America and may require availability for meetings across Eastern Time (ET) to Pacific Time (PT) business hours. The position is remote and open to candidates residing in and eligible to work in the United States.

Requirements

• At least 3 years of experience performing Audit, Assurance, Review, or Compilation engagements OR at least 3 years of 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.
• Excellent written and oral communication and presentation skills.
• Effective communicator with the ability to understand and interpret stakeholder needs.
• Understanding of, or strong interest in, AI-powered accounting solutions and the ability to discuss how AI can be applied to modern accounting, audit, and advisory workflows.
• 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.
• Sound understanding of technology within the audit and accountancy sector, or an enthusiasm to learn.
• Experience using Microsoft Office Suite and CRM software (E.g., Salesforce).

Nice To Haves

• CPA, Chartered Accountant, or equivalent, with 3+ years Audit or Accounting experience.
• Expertise in software development, including utilizing AI tools e.g., Claude Code for authoring, quality control or development.
• Direct experience authoring in CaseWare solutions, and/or utilizing CaseWare to create financial statements or perform engagements.
• Experience leading technology adoption, training, methodology, or other innovation efforts in an accounting firm.
• Expertise performing engagements under US auditing and accounting standards.
• Practical experience utilizing AI tools, including for software development.
• Bachelor's degree in accounting, finance, or related field.
• Experience and/or qualifications in project, product, or program management.
• Deep understanding of accounting, financial processes, and technologies.
• Experience with CRM systems and tools for sales and lead management.
• Product, Product Marketing, Sales experience, or experience working closely with those functional teams.
• Experience documenting internal processes and identifying/implementing efficiency or quality improvements.

Responsibilities

• Partner with Account Managers and other Solution Consultants to help prospects and customers evaluate and plan to implement Caseware products, demonstrating how solutions drive efficiency, enhance quality, and create new opportunities.
• Lead evaluation activities, including presentations, trials, and pilots, sharing expertise and best practices, and coordinating with technical or product SMEs.
• Strategize with customers on their migration and implementation journeys from existing accounting and audit tools, and collaborate with Professional Services teams and partners to ensure clear direction and address key requirements.
• Support customer evaluations by providing information on tools, processes, and resources, and ensuring timelines and tasks remain on track.
• Create and maintain product demonstration strategies, use cases, and related assets that are value and benefit-driven.
• Act as a liaison between customers and Product teams, gathering and translating customer feedback into actionable insights for product development, and helping prospects understand how the roadmap addresses their needs.
• Attend conferences, events, and onsite demonstrations to maintain customer relationships and stay updated on industry standards and trends (up to 10% travel may be required).
• Participate in virtual and live speaking engagements and thought leadership events or publications.
• Design and implement processes and systems to support the delivery of consistent, scalable services.
• Assist in the execution of scalable internal improvement plans to support future growth.

Benefits

• Competitive compensation, including a competitive salary and comprehensive benefits
• Flexible work options
• Remote opportunities
• Generous time-off policies
• Opportunities for career growth
• Recognition programs
• Performance bonuses

What This Job Offers

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