Role overview

Caseware is seeking a Senior Customer Success Manager for Audit & Assurance to join its Customer Experience organization. With over 35 years of industry expertise and AI-powered technology, Caseware serves organizations across 130 countries, helping audit and accounting professionals automate workflows and strengthen financial reporting. In this role, you will partner with strategic customers to maximize their product adoption and realize measurable value from their Caseware investment.

Key responsibilities

Manage a portfolio of strategic customers, driving their adoption of Caseware solutions and ensuring sustained usage of the platform over time.
Serve as an advisor to customers by applying deep audit and accounting domain knowledge alongside product expertise to help them optimize workflows and achieve business objectives.
Guide customers in adopting new cloud and AI-enabled capabilities that align with their operational needs and strategic goals.
Act as the primary connection between customers and internal teams including Account Management, Product Management, Customer Support, and Professional Services.
Transition successful implementations into long-term customer partnerships by focusing on sustained adoption and deeper product usage.
Proactively identify opportunities for customers to extract greater value from their Caseware investment through strategic engagement.

Requirements

Deep knowledge of audit and accounting practices, workflows, and domain challenges.
Strong product expertise and ability to translate technical capabilities into business value for customers.
Proven relationship management skills with the ability to build and maintain strategic customer partnerships.
Experience driving customer adoption and measurable outcomes from software or technology implementations.
Ability to collaborate effectively across multiple internal teams and communicate complex information clearly to diverse stakeholders.
Proactive approach to problem-solving and a commitment to customer success as the primary focus.

What makes this role worth considering

This is a new permanent position offering the opportunity to shape a critical function within Caseware’s Customer Experience organization. The role is fully remote for applicants eligible to work in the United States, providing flexibility in location while allowing you to work with a global customer base across 130 countries. You will partner with an established company transforming the audit and accounting profession through intelligent automation and AI-powered technology.