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Solutions Architect

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!


Caseware is hiring for a Solution Architect who will form part of our North American Solution Consultant team and be responsible for supporting our larger customers to successfully evaluate and implement Caseware solutions. In this role, you will spend time understanding a customer’s technology ecosystem and unique needs, develop requirements and work with them to execute on those successfully. You will also liaise with team members in development, support, product, sales, account management and other teams, as well as with our strategic partners, to help ensure key customer needs are addressed on a timely basis, and professionally. 


❗This is a Full time, permanent position


📍 Location:  

This is a remote position and is available to all applicants residing and eligible to work in Atlanta, Georgia, United States.


What you will be doing:
  • Partner with our Account Managers and Solution Consultants in helping our larger prospects and customers evaluate and implement Caseware products.    
  • Understand customers’ technology ecosystem and business needs, gather requirements and define actions to successfully address them. 
  • Strategize with customers on the best solutions for their needs, adding value through best practices and informed and personalized insights.   
  • Define and scope specific configuration and customization requirements required to meet customer needs.  
  • Work with developers/authors, support, product groups or other technical SMEs to scope, plan and execute on specific customer requirements.  
  • Capture, and where appropriate respond to, customer and prospect feedback relating to product and sales experience to support continued innovation.   
  • Creating & maintaining toolkits and resources to support customer evaluations and implementations, working with other Caseware teams as relevant.  
  • 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. 


What you will bring:
  • At least 5 years’ experience in a product design, product management, professional services or product development role in a SAAS organization, specifically working on audit or accounting solutions. OR  
  • At least 5 years’ experience working in an Audit or Accounting firm, with previous roles in innovation projects incorporating software solutions (e.g., design, implementation or configuration of software tools for the audit practice).   
  • Excellent written and oral communication and presentation skills.  
  • Effective communicator with ability to understand and interpret stakeholder needs and strategize on the optimum way to address.  
  • 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.   

  • Preferred: 
  • CPA or equivalent with 5+ years External Audit experience.  
  • Have direct experience utilizing Caseware to perform engagements.  
  • Experience leading audit and/or technology adoption, training, methodology, or other innovation efforts in an accounting firm.   
  • Software development skills and experience, in particular within Caseware or other Audit solution.  
  • Deep understanding of accounting, financial processes and technologies 
  • Product, Product Marketing, Sales experience or experience working closely with those functional teams. 
  • Experience using Microsoft Office Suite and CRM software (E.g., Salesforce) 
  • Experience documenting internal processes and identifying/implementing efficiency or quality improvements.  


What's in it for you:


▪️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. 


About Caseware:

Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.


With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.


One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at talent@caseware.com.


Background Check:

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co 


Security and Fraud:

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.   

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What You Should Know About Solutions Architect, CaseWare

Are you ready to take your career to the next level? Join Caseware as a Solutions Architect in Atlanta, Georgia, where you'll be part of our dynamic North American Solution Consultant team. Caseware isn't just a name in the Fintech world; we've been pioneering the audit and accounting software landscape for over 30 years, empowering more than half a million users across the globe. In this role, your mission will be to help our larger clients successfully evaluate and implement our innovative solutions. You'll dive deep to understand their unique technology ecosystems and business needs, gathering essential requirements that lead to tailored solutions. Collaboration is key, as you'll work closely with Account Managers, developers, and product teams to ensure that customer feedback is not only heard but acted upon. Your contribution will not only optimize the customer experience but will also help shape the future of our products. With flexible remote options and a commitment to work-life balance, we believe in fostering an inclusive culture where your ideas matter. Unleash your potential at Caseware, where cutting-edge technology meets the art of accounting.

Frequently Asked Questions (FAQs) for Solutions Architect Role at CaseWare
What responsibilities does a Solutions Architect at Caseware have?

A Solutions Architect at Caseware plays a pivotal role in evaluating and implementing solutions for larger customers. This includes understanding their technology needs, gathering requirements, and collaborating with various internal teams to ensure the successful delivery of Caseware's products.

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What qualifications do I need to become a Solutions Architect at Caseware?

To become a Solutions Architect at Caseware, candidates should have at least 5 years of experience in a product design or professional services role within a SaaS organization, particularly in the audit or accounting environment. A CPA designation and prior experience using Caseware solutions are preferred.

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What makes Caseware a desirable workplace for Solutions Architects?

Caseware offers a collaborative culture that values innovation and recognizes hard work. With flexible remote work options, competitive compensation, and opportunities for growth, Solutions Architects can thrive in an environment that promotes a healthy work-life balance.

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How does a Solutions Architect at Caseware contribute to customer satisfaction?

In the role of a Solutions Architect at Caseware, professionals directly impact customer satisfaction by understanding their unique requirements and strategizing on tailored solutions. This proactive approach ensures that customer feedback is integrated into product development and implementation processes.

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What skills are essential for a Solutions Architect at Caseware?

Essential skills for a Solutions Architect at Caseware include strong communication and presentation abilities, a keen understanding of stakeholder needs, organizational skills for managing multiple projects, and a resourceful problem-solving attitude. Experience with accounting processes and software development is also valuable.

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Common Interview Questions for Solutions Architect
How do you approach gathering requirements from customers?

To gather requirements effectively, I engage in open discussions with customers, asking targeted questions to uncover their specific needs and challenges. I document these requirements clearly to ensure alignment with our solutions and maintain communication throughout the implementation process.

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Can you describe your experience with implementing software solutions in a client setting?

In my previous role, I successfully led several software implementations by collaborating closely with clients. This involved understanding their current workflows, customizing our solutions to fit their needs, and providing training support to ensure a smooth transition.

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How do you handle feedback from customers about software performance?

I approach customer feedback with an open mind, viewing it as an opportunity for improvement. I gather insights, analyze the feedback systematically, and collaborate with our development team to prioritize enhancements, ensuring we address client needs effectively.

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What strategies do you use for effective project management?

I utilize a mix of task management tools and frameworks like Agile to prioritize tasks and maintain clear communication with all stakeholders. Regular check-ins help me keep track of project progress and adjust timelines or resources as necessary.

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Describe a time when you had to problem-solve a challenging situation with a client.

During a critical implementation project, a client faced unexpected software integration issues. I quickly engaged the necessary internal resources, held a focus session with the client to understand their concerns, and worked collaboratively to develop a workaround while ensuring the project stayed on track.

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What do you believe are key elements of a successful client relationship?

Successful client relationships are built on trust, open communication, and responsiveness. I strive to keep clients informed, encourage feedback, and demonstrate that their needs are my top priority, fostering a long-term partnership.

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How do you stay current with industry trends in accounting and technology?

I regularly follow industry blogs, attend webinars, and participate in professional associations. Networking with peers and engaging in continuous learning programs also help me keep a pulse on the latest trends and technologies in accounting and Fintech.

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What experience do you have with case management tools and CRM software?

I have extensive experience using Salesforce and other CRM platforms for tracking customer interactions and efficiently managing projects. My familiarity with case management tools facilitates better organization and follow-through on client initiatives.

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How would you describe your communication style with team members?

I prioritize transparency and clarity in my communication style. I adapt my approach to cater to the needs of my audience, ensuring that technical information is accessible to all team members, fostering collaboration and understanding.

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What excites you most about working as a Solutions Architect at Caseware?

I am particularly excited about the opportunity to work with cutting-edge technology in the Fintech space. Being part of a team that values innovation and focuses on customer success aligns perfectly with my passion for solving complex challenges through software solutions.

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DATE POSTED
April 12, 2025

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