Solutions Consultant
New
The role is a remote role and is available to all applicants residing and eligible to work in the UK.Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- At least 4 years’ experience working in an Audit/Accounting/Professional Services Firm performing External Audit or Assurance engagement or at least 5 years’ experience in customer facing role in a SAAS company serving the Accounting Profession.
- Required Skills
- Project ManagementSalesforceAccount ManagementCustomer SuccessSaaS
Requirements
- At least 4 years of experience in an Audit/Accounting/Professional Services firm performing external audit or assurance.
- Alternatively, at least 5 years of 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.
- Excellent written, oral communication, and presentation skills.
- Effective stakeholder management and ability to interpret complex needs.
- Strong organizational skills with experience tracking and managing multiple deliverables.
- Resourceful self-starter with proven problem-solving initiative.
- Sound understanding of technology within the audit and accountancy sector, or strong enthusiasm to learn.
- Chartered Accountant or equivalent (nice to have).
- Experience with CRM tools like Salesforce (nice to have).
- Background in audit innovation, training, or tech adoption (nice to have).
Responsibilities
- Partner with Strategic Account Managers to help prospects and customers evaluate and implement Caseware products.
- Strategize with customers on evaluation and implementation journeys and develop project plans.
- Create and maintain value-driven product demo strategies and assets.
- Support customer migrations from existing platforms to Caseware cloud solutions.
- Coordinate internal resources to address customer support needs, account maintenance, and escalations.
- Design and implement scalable processes and systems for service delivery.
- Create toolkits and resources for customer evaluations and implementations.
- Capture customer feedback to support ongoing innovation and product improvements.
- Attend industry trade shows and participate in speaking or thought leadership engagements.
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