Consultant, Professional Services

Lead end-to-end implementations of Caseware accounting and assurance solutions, including requirements gathering, solution design, configuration, testing, and go-live support.

Act as the primary solution authority for assigned client engagements, providing expert guidance on Caseware functionality, best practices, and accounting workflow optimization.

Translate client business and regulatory requirements into scalable, compliant Caseware configurations, ensuring alignment with applicable accounting standards and firm methodologies.

Manage client relationships, serving as a trusted advisor to customer stakeholders throughout the implementation lifecycle.

Oversee project execution and delivery quality on non-enterprise projects, including scope control, risk identification, issue resolution, and adherence to timelines, budgets, and service standards.

Collaborate cross-functionally with Product, Support, and Engineering teams to escalate issues, contribute to product feedback, and ensure successful client outcomes.

Mentor and provide technical leadership to associate consultants and implementation team members, including knowledge sharing, solution reviews, and delivery oversight.

Deliver client training and change management activities, enabling user adoption, process transformation, and long-term value realization from Caseware solutions.

Support pre-sales and solution scoping activities by contributing to proposals, solution demonstrations, effort estimation, and implementation approach definition.

Continuously improve implementation methodologies and assets, leveraging lessons learned, industry trends, and evolving Caseware capabilities to enhance service delivery effectiveness.

At least 5 years’ 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.

OR

At least 4 years’ experience working in an audit, accounting, or professional services firm, performing accounting, external audit, or assurance engagements.