Senior Solutions Consultant

Solutions EngineerSolutions EngineerFull TimeRemoteTeam 201-500H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

45 days ago

Salary

Not specified

Bachelor Degree5 yrs expEnglish

Job Description

• Collaborate with our Strategic Account Managers to architect and execute comprehensive, long-term technology transformation plans for our largest prospects and customers. • Guide customers through their technology transformation journeys by understanding their organizational needs (communications, change management, training, support strategy) and translating these into clear plans for successful evaluation & adoption. • Lead evaluation activities including presentations, trials & pilots, sharing information on solutions expertise and best practices with customers, while coordinating with technical or product SMEs where appropriate. • Build and maintain strong relationships with key stakeholders, including C-suite, operational, and technical stakeholders across large accounting firms. • Act as the bridge between customers and Product teams, gathering and translating customer feedback into clear, actionable insights that inform product development while helping prospects understand how our roadmap addresses their business needs. • Work closely with CPA.com, Caseware’s strategic partner in the US market to ensure professional services are planned and delivered appropriately. • Provide domain expertise and insight to other key Customer teams e.g., Product, Marketing, Engineering & Customer Success to inform strategy and internal initiatives. • Attendance at Conferences and Events, maintaining relationships with customers and staying up to date with industry standards and trends. • Facilitate user group sessions with key customers and stakeholders. • Speaking on webinars, performing outreach, authoring thought leadership, and contributing to other special projects, as relevant to your experience and personal career goals.

Job Requirements

  • Experience leading audit and/or technology adoption, training, methodology, or other innovation efforts in a Public Accounting Firm, or at least 5 years of experience in a relevant customer-facing role (e.g., customer success, account management, implementation, product, or project management) at a SaaS company selling solutions to accounting firms.
  • Excellent written and oral communication and presentation skills, with the confidence to communicate effectively with and advise senior leadership at CPA firms.
  • A sound understanding of technology within the audit and accountancy sector.
  • Ability to understand and interpret the needs of different stakeholders.
  • Strong organization skills with experience tracking and managing multiple deliverables and tasks.
  • A resourceful self-starter who thrives in a fast-paced environment where initiative and problem-solving skills are required.
  • CPA or equivalent with 5+ years Audit, Tax or CAS experience in a Public Accounting Firm (preferred).
  • Experience with product design or software development (preferred).
  • Direct experience utilizing Caseware to perform engagements (preferred).
  • Bachelor's degree in accounting, finance, or related field (preferred).
  • Experience and/or qualifications in project, product or program management (preferred).

Benefits

  • 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.

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Our Commitment to Diversity, Equity, Inclusion and Belonging (DEIB): We believe attracting and retaining the best talent and fostering an inclusive culture strengthens our business. DEIB improves our workforce, enhances trust with our partners and customers, and drives business success. Build your career in a place where diversity, equity, inclusion and belonging aren’t just words on paper – this is what drives our innovation, it’s how we connect, and it contributes to what makes us a market leader. We believe in a hiring and working environment where all people are respected and valued, regardless of gender identity or expression, sexual orientation, religion, ethnicity, age, neurodiversity, disability status, citizenship, or any other aspect which makes people unique. We hire you for who you are, and we want you to bring your authentic self to work every day! We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and all privileges of employment. Please contact us to request accommodation. Fraud Recruitment Disclaimer: It has come to our attention that fraudulent and fictitious job opportunities are being circulated on the Internet. Prospective candidates are being contacted by certain individuals, mainly through telephone calls, emails and correspondence, claiming they are representatives of Anaplan. The main purpose of these correspondences and announcements is to obtain privileged information from individuals. Anaplan does not: Extend offers to candidates without an extensive interview process with a member of our recruitment team and a hiring manager via video or in person. Send job offers via email. All offers are first extended verbally by a member of our internal recruitment team whenever possible and then followed up via written communication. All emails from Anaplan would come from an @anaplan.com email address. Should you have any doubts about the authenticity of an email, letter or telephone communication purportedly from, for, or on behalf of Anaplan, please send an email to people@anaplan.com before taking any further action in relation to the correspondence.

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