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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in designing and implementing software solutions for the accounting industry, with a strong focus on AI-powered development capabilities and customer relationship management. Proven ability to strategize technology modernization and lead technical evaluations while maintaining attention to detail and effective communication.
Highest-signal resume keywords
Software Solution DesignAI-Powered DevelopmentCustomer Relationship ManagementAccounting Industry ExpertiseTechnical Evaluation Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Software DevelopmentExternal AuditJSON FundamentalsJavaScriptGit-Based Version ControlCaseWare SolutionsFinancial Statement CreationAudit MethodologiesProject ManagementProduct Management
Soft Skills
Analytical SkillsProblem-Solving SkillsAttention to DetailWritten CommunicationOral CommunicationOrganizational SkillsResourcefulnessSelf-Starter
Tools & Technologies
CaseWareClaude CodeMicrosoft Office SuiteCRM SoftwareSalesforce
Certifications & Qualifications
CPAChartered Accountant
Industry Keywords
AccountingFinancial ProcessesTechnology ModernizationAudit EngagementsCloud-Based Software Development
Tech Stack
Tools & technologiesCloudJavaScript
About the role
Key responsibilities & impact- Support larger customers with custom and complex needs in evaluating Caseware solutions
- Serve as a trusted advisor to accounting firms and organizations during technology modernization decisions
- Understand customers’ technology ecosystems and needs
- Develop appropriate product offerings and implementation pathways
- Liaise with product, account management, training, and professional services teams
- Partner with Account Managers and other Solution Consultants to help complex customers evaluate and plan Caseware product implementations
- Lead technical evaluation activities, including presentations, pilots, and proof of concepts
- Share expertise on solutions and best practices with customers
- Coordinate with technical or product subject-matter experts
- Scope configuration and customization requirements and define actions to address them
- Advise customers on architectural, authoring, and custom development capabilities and tools
- Advise on Caseware AI-powered development capabilities, including JSON, GitHub, and Claude Code
- Support customer evaluations and keep timelines and tasks on track
- Translate customer feedback into actionable insights for Product teams
- Strategize with customers on migration from existing accounting and audit tools
- Work with Professional Services teams and partners on migration requirements
- Attend conferences, events, and onsite workshops
- Maintain customer relationships and track industry standards and trends
- Design and implement processes and systems for consistent, scalable services
Requirements
What you’ll need- At least 4 years’ experience designing, developing or implementing software solutions for the accounting industry OR at least 4 years experience performing External Audit, Review or Compilation engagements
- Understanding of, or strong interest in, utilizing AI-powered software development capabilities
- Ability to strategize and discuss how AI can be applied to key workflows with customers and prospects
- Strong analytical and problem-solving skills
- Exceptional attention to detail
- Excellent written and oral communication and presentation skills
- Ability to understand and interpret stakeholder needs
- Strong organization skills with experience tracking and managing multiple deliverables and tasks
- Resourceful self-starter who thrives in a fast-paced environment
- Willingness to work Eastern Time Zone hours
- Willingness to travel up to 10%
- Preferred: expertise in cloud-based software development, including JavaScript and JSON fundamentals
- Preferred: Git-based version control proficiency
- Preferred: practical experience utilizing AI tools, e.g., Claude Code, for development
- Preferred: direct experience authoring in CaseWare solutions and/or utilizing CaseWare to create financial statements or perform engagements
- Preferred: CPA, Chartered Accountant or equivalent, with 3+ years Audit or Accounting experience
- Preferred: experience leading technology adoption, training, methodology, or innovation efforts in an accounting firm
- Preferred: experience developing or maintaining audit methodologies, templates, or professional guidance
- Preferred: Bachelor's degree in accounting, finance, AI or related field
- Preferred: experience and/or qualifications in project, product, or program management
- Preferred: deep understanding of accounting, financial processes and technologies
- Preferred: product, product marketing, sales experience, or experience working closely with those functional teams
- Preferred: experience using Microsoft Office Suite and CRM software, e.g., Salesforce
- Preferred: experience documenting internal processes and identifying/implementing efficiency or quality improvements
- Candidates must reside in and be eligible to work in the United States
Benefits
Comp & perks- Flexible work options
- Remote opportunities
- Generous time-off policies
- Competitive salary
- Comprehensive benefits
- Recognition programs
- Performance bonuses
- Opportunities for career growth
- International projects
- Collaboration with a diverse, global team
- Accommodations during the application or interview process, upon request