Consultant, Professional Services

About the Role

Caseware is one of Canada's original Fintech companies, leading the global audit and accounting software industry for over 30 years with more than 500,000 users across 130 countries.

As a Consultant in Professional Services at Caseware, you will implement 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, managing senior client stakeholders, and ensuring delivery quality.

Key Details

This is a new role. This is a full-time, permanent position.

Responsibilities

• 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 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 elevate 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.

Qualifications

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.
• 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

The annual base salary for this position is between $103,000 CAD and $120,000 CAD per year. The role is also eligible for discretionary bonus and/or commission, and other benefits. Actual pay within the listed range will be determined based on relevant experience, market conditions, and primary work location.

Benefits

• Innovation is at our core.
• We are committed to a collaborative culture where ideas are valued and knowledge sharing is encouraged.
• Work‑life balance matters: flexible work options, remote opportunities, and generous time‑off policies.
• Competitive compensation and comprehensive benefits, including health insurance and retirement plans.
• Impactful work: your contributions directly affect how our clients manage financial processes and drive their success.
• Recognition and rewards program, including performance bonuses and opportunities for career growth.
• Global opportunities: work on international projects and collaborate with a diverse, global team.

We welcome and encourage candidates of all backgrounds to apply.

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