Full-Time

Senior Solutions Consultant

Posted on 7/23/2025

Caseware

Caseware

501-1,000 employees

Cloud-based audit and practice management platform

No salary listed

Toronto, ON, Canada

Remote

This role is remote and is open to all candidates who reside and are eligible to work in Canada.

Category
Consulting (1)
Requirements
  • Bachelor's degree in accounting, finance, or related field
  • Canada CPA in good standing who has experience in audit tech projects or has a strong domain experience in a similar role
  • 7+ years working in the audit and accounting industry
  • 5+ years experience operating in a SaaS software organization as a Sales Engineer, Solutions Consultant or Account Manager
  • Deep understanding of accounting and financial processes and technologies
  • Strong communication skills
  • Ability to work in a fast-paced and dynamic environment
  • Experience with CRM systems and tools for sales and lead management
  • Product, Product Marketing, Sales experience or experience working closely with those functional teams
Responsibilities
  • Partner with our Strategic Account Managers in helping our largest and most strategic prospects and customers better understand the Caseware suite of solutions and facilitate their evaluation of our products.
  • Create and maintain product demo strategies that are value and benefit-driven, not feature walkthroughs.
  • Work closely with our strategic partners in the Canadian and US market to drive adoption of Caseware's cloud solutions.
  • Address technical, functional, and security due diligence questions as they may arise from prospects and customers evaluating Caseware’s suite of products.
  • Assist in the development and execution of customer migration strategies from their existing accounting and audit platforms to Caseware’s suite of cloud solutions.
  • Assist in the development and maintenance of a product knowledge base for team members to access as a supplemental resource to the SC team.
  • Assist with client onboarding and implementation of solutions; liaising with key stakeholders with clients and at Caseware.
  • Drive client, prospect, and market feedback for delivery back into the product organization to support solution development.
  • Attend key industry trade shows and events.
  • Participate in speaking engagements and thought leadership events.
  • Work with product marketing in the development of sales enablement programming and assets.
  • Provide support to Caseware’s onboarding and implementation teams as appropriate.

Caseware provides software solutions for audit, assurance, and practice management for accounting firms, government agencies, and corporate finance teams. Its flagship Caseware Cloud is a cloud platform where firms store files, manage engagements and workflows, and collaborate securely with clients, using consistent data naming to streamline audits. It differentiates itself by offering an integrated, subscription-based end-to-end solution that targets audit-focused workflows rather than general accounting software. Its goal is to help clients deliver deeper insights and run audits and advisory work more efficiently, while maintaining ongoing relationships through regular updates and support.

Company Size

501-1,000

Company Stage

Growth Equity (Venture Capital)

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1988

Simplify Jobs

Simplify's Take

What believers are saying

  • Verity beta traces reached 94% accuracy and up to 85% time savings.
  • The Agentic Pioneer Program deepens co-development with top accounting firms.
  • Extractly.ai and Validate expand financial statement review automation across workflows.

What critics are saying

  • Workiva can win enterprise audit and reporting accounts with broader workflow bundling.
  • A single Verity hallucination or citation error would damage trust quickly.
  • Heavy AI investment creates pressure if large-firm adoption lags after launch.

What makes Caseware unique

  • Caseware embeds governed AI directly inside assurance workflows, not adjacent copilots.
  • Verity unifies context, methodology, and traceable outputs across the full engagement.
  • Caseware serves 23,000+ organizations across 130 countries with audit-focused software.

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People at Caseware who can refer or advise you

Benefits

Hybrid Work Options

Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

4%
Accounting Today
Aug 19th, 2025
Caseware announces new executives as part of leadership evolution

Accounting and auditing analytics company Caseware announced the appointment of a new chief revenue officer, Jason Rushforth, as well as a new chief financial officer, Chris Nagy, who will also serve as chief operating officer.

Postmedia Network
Jun 29th, 2025
Caseware Launches Cloud Audit - A Next-Generation Solution for Singapore's Audit Professionals

Singapore, June 29, 2025 (GLOBE NEWSWIRE) - Caseware, a global leader in cloud-enabled audit, financial reporting and data analytics solutions, today announced the launch of Cloud Audit, a powerful, cloud-based audit platform purpose-built for Singapore's audit professionals.

GlobeNewswire
May 13th, 2025
Caseware Showcases Ai Leadership At Accountex 2025 With Ai Ethics Expert Panel Discussion And New Caseware Validate(Tm) Solution

London, May 13, 2025 (GLOBE NEWSWIRE) -- Leading global audit, analytics and accounting software provider Caseware is set to showcase its continued innovation in AI-powered solutions and AI ethics leadership at Accountex 2025, taking place May 14-16 at ExCel London.  Expert Panel: Responsible AI Implementation in Accounting  At Accountex, Danielle Supkis Cheek, SVP, AI, Analytics and Assurance at Caseware will appear in an expert panel discussion entitled How to Get More Out of AI Without Compromising Safety, Ethics, or Professional Judgement. The discussion, taking place on May 14, 12-12:40pm in Theatre 11, will be moderated by acclaimed journalist Victoria Turk. Additional panellists are Rachel Tattersall, Platforms Digitalisation Senior Manager at Cooper Parry and Raj Patel, AI Transformation Lead at Holistic AI.  The panel will address critical AI implementation challenges for accounting firms, including client confidentiality protection, compliance with regulations like the EU AI Act, bias mitigation strategies and managing AI hallucination risks.   Supkis Cheek emphasized the company's commitment to responsible AI innovation: "At Caseware, we believe the future of accounting and audit lies in the thoughtful integration of AI technologies that augment professional judgment rather than attempting to replace it. Our approach balances cutting-edge innovation with rigorous safety and ethical standards, ensuring our customers can confidently embrace AI-powered efficiency while maintaining the highest levels of professional integrity. Caseware Validate and our focus on AI governance demonstrate our leadership in building the intelligent tools accounting professionals need today, while shaping the responsible AI frameworks they will rely on tomorrow."  Introducing Caseware Validate™: Transforming Financial Statements Review  Caseware will debut its AI-powered cloud solution, Caseware Validate, designed to revolutionize the financial statement review process. The technology was integrated into Caseware’s connected ecosystem of solutions following the company’s acquisition of Extractly.ai earlier this year.   Validate addresses critical industry challenges, including time-consuming manual reviews and growing annual report complexity

Postmedia Network
Apr 8th, 2025
Barry Melancon, Former CEO of AICPA, Joins Caseware as Chair of Global Advisory Board

Barry Melancon, former CEO of AICPA, joins Caseware as chair of Global Advisory Board.

Canada Border Services Agency
Jan 21st, 2025
Caseware Acquires Extractly.ai for Innovation

Caseware announced the acquisition of Extractly.ai, a provider of intelligent document processing solutions for accounting and finance teams. This strategic acquisition includes Extractly.ai’s software solutions, Validate and Extractly+, which automate financial statement reviews and optimize workflows. Caseware aims to enhance integration and user experiences. This marks Caseware’s ninth acquisition since Hg Capital's majority ownership in 2020.

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