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Senior Audit Solutions Consultant
Caseware
Remote, USA
Full-time
Senior · 5+ years experience
Remote
Discovered 1 weeks ago
Microsoft Office
Free
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Key Skills for This Role
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- Collaborate with our Strategic Account Managers to architect and execute comprehensive, long-term technology transformation plans for our largest prospects and customers.
- Guide customers through their technology transformation journeys by understanding their organizational needs (communications, change management, training, support strategy) and translating these into clear plans for successful evaluation & adoption.
- Lead evaluation activities including presentations, trials & pilots, sharing information on solutions expertise and best practices with customers, while coordinating with technical or product SMEs where appropriate.
- Build and maintain strong relationships with key stakeholders, including C-suite, operational, and technical stakeholders across large accounting firms.
- Act as the bridge between customers and Product teams, gathering and translating customer feedback into clear, actionable insights that inform product development while helping prospects understand how our roadmap addresses their business needs.
- Work closely with CPA.com , Caseware’s strategic partner in the US market to ensure professional services are planned and delivered appropriately.
- Provide domain expertise and insight to other key Customer teams e.g., Product, Marketing, Engineering & Customer Success to inform strategy and internal initiatives.
- Attendance at Conferences and Events, maintaining relationships with customers and staying up to date with industry standards and trends.
- Facilitate user group sessions with key customers and stakeholders.
- Speaking on webinars, performing outreach, authoring thought leadership, and contributing to other special projects, as relevant to your experience and personal career goals.
• Qualifications & Experience Required
- 5+ years conducting external audit engagements on financial statements at a Public Accounting Firm (not consulting or internal audit),
- Experience designing or implementing software solutions for external audit teams within the national office of a Public Accounting Firm,
- 5+ years in a customer-facing role (e.g., customer success, account management, implementation) at a SaaS company serving public accounting firms, with strong knowledge of external audit processes.
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