Senior Customer Success Manager, CPA

Job Summary

Working remotely in a full-time, permanent position, the Senior Customer Success Manager, CPA will manage a portfolio of strategic customers, driving product adoption and measurable value while serving as a trusted advisor with deep audit and accounting expertise.

Key responsibilities

• Own the post-implementation success relationship for a portfolio of strategic customers, serving as a trusted advisor
• Drive product adoption and usage by identifying gaps, risks, and opportunities through customer insights and product data
• Develop customer-specific success plans that align Caseware capabilities with business goals and measurable outcomes

Required qualifications

• Five or more years of relevant professional experience, including external audit or assurance experience within a public accounting firm
• Chartered Accountant, CPA, or equivalent professional designation
• Strong understanding of audit and assurance workflows and technology deployment within accounting firms
• Demonstrated ability to translate technical product capabilities into practical customer workflows and business outcomes
• Experience advising and influencing stakeholders across various levels, including firm partners and audit leaders