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Company Overview: Caseware is a pioneering Fintech organization in Canada, recognized for its leadership in the global audit and accounting software sector for over three decades. With a user base exceeding 500,000 across 130 countries and support for 16 languages, Caseware is a trusted name among accounting and audit professionals.

Position Summary: The Senior Solutions Consultant plays a crucial role within the Solutions Consultants team, acting as a key resource for Caseware's North American Commercial division. This position requires expertise in solutions, technical knowledge, and industry insights to effectively support our clients.

Key Responsibilities:

  • Collaborate with Strategic Account Managers to assist major prospects and clients in comprehending the Caseware suite of solutions, facilitating their product evaluations.
  • Develop and uphold product demonstration strategies that emphasize value and benefits rather than mere feature presentations.
  • Engage with Caseware's strategic partner in the U.S. to promote the adoption of our cloud solutions.
  • Address any technical, functional, or security inquiries from prospects and clients during their evaluation of Caseware's offerings.
  • Support the creation and execution of migration strategies for clients transitioning from their current accounting and audit systems to Caseware's cloud solutions.
  • Contribute to the development and upkeep of a product knowledge repository for team members.
  • Assist with client onboarding and the implementation of solutions, coordinating with key stakeholders.
  • Gather and relay client, prospect, and market feedback to the product organization to inform solution development.
  • Participate in key industry events and trade shows.
  • Engage in speaking opportunities and thought leadership initiatives.
  • Collaborate with product marketing to create sales enablement materials and programs.
  • Provide support to onboarding and implementation teams as needed.

Qualifications:

  • Bachelor's degree in accounting, finance, or a related discipline.
  • Active U.S. CPA certification.
  • Over 7 years of experience in the audit and accounting field.
  • More than 5 years of experience in a SaaS environment as a Sales Engineer, Solutions Consultant, or Account Manager.
  • In-depth knowledge of accounting and financial processes and technologies.
  • Excellent communication skills.
  • Able to thrive in a fast-paced and dynamic setting.
  • Familiarity with CRM systems and sales management tools.
  • Experience in product management, product marketing, or sales, or closely collaborating with these teams.