• Partner with our Account Managers and other Solution Consultants in helping prospects and customers evaluate and plan to implement Caseware products, helping them understand how solutions can drive efficiency, enhance quality, and create new opportunities within their organizations.
• 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.
• Strategize with customers on their migration & implementation journeys, from their existing accounting and audit tools, and work with them and the Professional Services team to ensure they have a clear direction and key requirements are addressed.
• Support customer evaluations and implementations, providing information on tools, processes and resources to customers, and helping to ensure timelines and tasks remain on track.
• Create and maintain product demonstration strategies, use cases and related assets that are value and benefit-driven, not feature walk throughs.
• 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.
• Attendance at Conferences and Events, maintaining relationships with customers and staying up to date with industry standards and trends.
• Participate in speaking engagements and thought leadership events or publications, as comfortable.
• Design and implementation of processes and systems to support the delivery of consistent, scalable services. Assist in the development and execution of improvement plans internally that are scalable to support future growth.