Consultant, Professional Services

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!

As a Consultant in Professional Services at Caseware, you will participate in the implementation of Caseware accounting, audit, and assurance solutions, owning delivery from initiation through go‑live. You will be the primary solution expert on client engagements, translating business and regulatory requirements into scalable, best‑practice Caseware configurations. You will manage senior client stakeholders, ensure delivery quality, and proactively mitigate project risks while working independently or as part of a team on engagements. In addition, you will mentor Associate Consultants, provide solution oversight, and collaborate with Product, Support, Sales, and Engineering teams to resolve issues and improve offerings. Consultants also contribute to pre‑sales activities and the continuous improvement of Professional Services methodologies and standards. The Consultant will report to the Director, Professional Services.

❗This is a new role.

❗This is a full‑time, permanent position.

What you will be doing:

• 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.

What you will bring:

Experience (must meet one of the following):

• 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.

Additional Required Experience & Skills:

• Demonstrated experience in end‑to‑end software implementations, including requirements gathering, solution configuration, testing, and go‑live support.
• Strong understanding of accounting and assurance workflows, professional standards, and firm operating models.
• Proven ability to manage client stakeholders and act as a trusted advisor throughout complex engagements.
• Experience owning delivery outcomes, including scope, quality, risk, and timelines, with minimal oversight.
• Excellent communication, facilitation, and documentation skills in a professional services environment.
• Ability to mentor and contribute to team capability development.

Salary Range:

The annual base salary for this position is between $103,000 CAD and $130,000 CAD per year.

This role is also eligible for discretionary bonus and/or commission, as well as other benefits. Actual pay within the listed range will be determined based on factors such as transferable skills, relevant experience, market conditions, and primary work location. The posted range is subject to change and may be updated periodically.

What's in it for you:

▪️ Innovation is at our core. We work with cutting‑edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.

▪️ We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.

▪️ Work‑life balance is important to us. We offer flexible work options, remote opportunities, and generous time‑off policies to ensure a healthy work‑life balance.

▪️ We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.

▪️ We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.

▪️ Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.

▪️ We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.

About Caseware:

Caseware's cutting‑edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer‑focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

One of Caseware's core values is Many Voices, One Team and with that in mind, we’re dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e‑mail our People Operations team at talent@caseware.com.

AI Usage:

The recruitment process may use AI assisted tools but not for candidate screening or assessment. All final hiring decisions are made by humans to ensure fairness, transparency, and oversight.

Background Check:

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co.

Security and Fraud:

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.

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