Senior Solutions Consultant (US CPA)

Job Overview

logoThe Senior Solutions Consultant will serve as a senior member of the Solutions Consultants (SCs) team, responsible for supporting Caseware’s North American Commercial organization as a solution, technical, and industry expert. In this role, you will be tasked with delivering value-based solution demonstrations, addressing prospects’ and customers’ technical questions, and providing consultative support across all aspects of a customer’s evaluation process. As a Sr. Solutions Consultant, you will participate in several cross-functional activities spanning the sales, account management, implementation, training, support, marketing and product organizations to help Caseware achieve its strategic goals within the North American market.
You’ll be reporting to:Monie Grewal – Director of Accounting Solutions
And working alongside:Rohit KunduKyle SilvermanRyan BlackburnJill DaviesClaudiu Aiftimiei
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What you will be doing:Partner with our Strategic Account Managers in helping our largest and most strategic prospects and customers better understand the Caseware suite of solutions and facilitate their evaluation of our products.Create and maintain product demo strategies that are value and benefit-driven, not feature walkthroughs.Work closely with CPA.com, Caseware’s strategic partner in the US market to drive adoption of Caseware’s cloud solutions.Address technical, functional, and security due diligence questions as they may arise from prospects and customers evaluating Caseware’s suite of products.Assist in the development and execution of customer migration strategies from their existing accounting and audit platforms to Caseware’s suite of cloud solutions.Assist in the development and maintenance of a product knowledge base for team members to access as a supplemental resource to the SC team.Assist with client onboarding and implementation of solutions; liaising with key stakeholders with clients and at CasewareDrive client, prospect, and market feedback for delivery back into the product organization to support solution development.Attend key industry trade shows and events.Participate in speaking engagements and thought leadership eventsWork with product marketing in the development of sales enablement programming and assetsProvide support to Caseware’s onboarding and implementation teams as appropriate.
What you will bring:Bachelor’s degree in accounting, finance, or related fieldUS CPA in good standing7+ years working in the audit and accounting industry5+ years experience operating in a SaaS software organization as a Sales Engineer, Solutions Consultant or Account ManagerDeep understanding of accounting and financial processes and technologiesStrong communication skillsAbility to work in a fast-paced and dynamic environmentExperience with CRM systems and tools for sales and lead managementProduct, Product Marketing, Sales experience or experience working closely with those functional teams

Job Detail
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