Senior Customer Success Manager

📋 Description

• Own the post-implementation success relationship for a portfolio of strategic customers, serving as
• Drive product adoption and usage, using customer insights and product data to identify adoption
• Develop customer-specific success plans that connect Caseware capabilities to business goals, key
• Help customers adopt new cloud and AI-enabled capabilities by identifying use cases, recommending
• Conduct regular business reviews and health checks to track adoption, surface risks, and establish
• Partner closely with Account Management to identify opportunities for customers to deepen their use

🎯 Requirements

• Five or more years of relevant professional experience, including substantive external audit or
• Experience in audit methodology, audit transformation or audit-technology consulting is also valued.
• Chartered Accountant, CPA, or equivalent professional designation.
• Strong understanding of audit and assurance workflows and how technology is deployed and adopted
• Demonstrated ability to translate technical product capabilities into practical customer workflows
• Demonstrated experience advising and influencing stakeholders ranging from firm partners and audit

🎁 Benefits

• Innovation is at our core
• We are committed to a collaborative culture
• Work-life balance is important to us
• We offer competitive compensation
• We are driven by impactful work
• Recognition and rewards matter to us