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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial statement preparation, audit processes, and customer engagement within the accounting profession, while leveraging AI-powered solutions to enhance workflows. Proven ability to manage multiple deliverables, collaborate across teams, and provide strategic insights to drive technology adoption and modernization.
Highest-signal resume keywords
Financial Statement PreparationAudit EngagementsAI-Powered Accounting SolutionsCaseWare UtilizationProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement PreparationAudit EngagementsAI Application in AccountingCaseWare SoftwareProject ManagementCRM SystemsMicrosoft Office SuiteProcess DocumentationTechnology AdoptionFinancial Processes
Soft Skills
Excellent Communication SkillsProblem-Solving SkillsStrong Organization SkillsResourceful Self-StarterStakeholder Needs Interpretation
Tools & Technologies
CaseWareCRM SoftwareSalesforceMicrosoft Office SuiteAI Tools
Certifications & Qualifications
CPAChartered Accountant
Industry Keywords
Accounting ProfessionAuditAssuranceReviewCompilationSaaSTechnology ModernizationFinancial ProcessesProduct MarketingLead Management
About the role
Key responsibilities & impact- Partner with Account Managers and other Solution Consultants to help prospects and customers evaluate and plan implementation of Caseware products
- Lead presentations, trials, and pilots, sharing solution expertise and best practices
- Coordinate with technical or product subject-matter experts when appropriate
- Strategize with customers on migration and implementation journeys from existing accounting and audit tools
- Work with customers and Professional Services to establish direction and address key requirements
- Support customer evaluations and implementations by providing information on tools, processes, and resources
- Help ensure timelines and tasks remain on track
- Create and maintain product demonstration strategies, use cases, and value-driven assets
- Bridge customers and Product teams by translating customer feedback into actionable product insights
- Attend conferences and events, maintain customer relationships, and stay current with industry standards and trends
- Participate in speaking engagements and thought leadership events or publications
- Design and implement processes and systems supporting consistent, scalable services
- Assist with internal improvement plans that support future growth
- Serve as a trusted advisor to accounting firms and organizations navigating technology modernization
- Collaborate with account management, training, professional services, support, and product teams
Requirements
What you’ll need- At least 3 years’ experience preparing financial statements and/or performing Audit, Assurance, Review or Compilation engagements OR at least 3 years’ experience in a customer-facing role in a SaaS company serving the Accounting Profession
- Excellent written and oral communication and presentation skills
- Ability to understand and interpret stakeholder needs
- Understanding of, or strong interest in, AI-powered accounting solutions
- Ability to discuss how AI can be applied to modern accounting, audit, and advisory workflows
- Strong organization skills with experience tracking and managing multiple deliverables and tasks
- Resourceful self-starter with initiative and problem-solving skills
- Sound understanding of technology within the audit and accountancy sector, or enthusiasm to learn
- Direct experience 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)
- Bachelor's degree in accounting, finance, or related field (preferred)
- Experience and/or qualifications in project, product or program management (preferred)
- Practical experience utilizing AI tools, including for software development (preferred)
- Deep understanding of accounting, financial processes and technologies (preferred)
- Experience with CRM systems and tools for sales and lead management (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 (preferred)
- Must reside in and be eligible to work in Canada
- Availability to accommodate meetings across Eastern Time to Pacific Time business hours, with notice
Benefits
Comp & perks- Flexible work options
- Remote opportunities
- Generous time-off policies
- Competitive salary
- Health insurance
- Retirement plans
- Performance bonuses
- Opportunities for career growth
- International projects
- Collaboration with a diverse, global team
- Discretionary bonus and/or commission
- Other benefits