Opens an external site
- Employment type
- Full-time
- Experience level
- Mid-level · 3+ years
- Minimum education
- Bachelor’s degree
- Posting language
- English
- Working hours
- 40 hours per week
Job summary
The Solutions Consultant will lead customers through the evaluation and implementation of Caseware products while acting as a trusted advisor for technology modernization. They will bridge the gap between customer needs and product development by gathering feedback and strategizing on migration journeys.
Job details
The Solutions Consultant will lead customers through the evaluation and implementation of Caseware products while acting as a trusted advisor for technology modernization. They will bridge the gap between customer needs and product development by gathering feedback and strategizing on migration journeys. Candidates must have at least 3 years of experience in financial statement preparation, audit engagements, or a customer-facing SaaS role within the accounting profession. Strong communication skills and a sound understanding of accounting technology or AI-powered solutions are essential.
What you’ll do
The Solutions Consultant will lead customers through the evaluation and implementation of Caseware products while acting as a trusted advisor for technology modernization. They will bridge the gap between customer needs and product development by gathering feedback and strategizing on migration journeys.
Requirements
Candidates must have at least 3 years of experience in financial statement preparation, audit engagements, or a customer-facing SaaS role within the accounting profession. Strong communication skills and a sound understanding of accounting technology or AI-powered solutions are essential.
Benefits
- Health insurance
- Retirement plans
- Performance bonuses
- Flexible work options
- Generous time-off policies
Listed skills
- Account Management · Preferred
- Assurance · Preferred
- Audit · Preferred
- Accounting · Preferred
- Project management · Preferred
- Salesforce · Preferred
- CRM · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Solutions consulting
- SaaS
- Financial statements
- Audit
- Assurance
- Accounting
- AI
- Automation
- Presentation skills
- Project management
- Account management
- CRM
- Salesforce
- Technical advisory
- Software evaluation
Job areas
- Software
- Finance & Accounting
- Consulting
- Technology
- Sales
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