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!
We’re looking for a visionary Head of Professional Services to lead the global delivery of client onboarding, implementation, training, and migration services. If you’re passionate about delivering exceptional client outcomes, scaling professional services at a global SaaS company, and making a strategic impact—this role is for you.
❗This is a full-time, permanent position.
Location:
This position is available to all applicants residing and eligible to work in Canada or USA.

Deliver Exceptional Client Experiences:

• Act as an executive sponsor for strategic clients, providing white-glove guidance throughout their implementation journey.
• Tailor services to client workflows across audit, review, and AUP engagements.
• Collaborate cross-functionally to solve challenges and exceed client expectations

• Lead Our Global Services Strategy:
• Own and evolve Caseware’s Professional Services strategy across onboarding, implementation, training, and migrations.
• Build scalable, high-impact service models that support firms of all sizes—across North America, EMEA, and APAC.
• Set standards, frameworks, and KPIs to deliver consistency, quality, and efficiency worldwide.

Oversee Cloud Migrations:

• Guide firms through seamless transitions from on-premise to Caseware’s cloud platform.
• Drive execution of complex migration projects using tools like Caseware CloudBridge and bulk import templates.

• Ensure data integrity, accurate setup, and minimal disruption for clients.

Deliver Exceptional Client Experiences:

• Act as an executive sponsor for strategic clients, providing white-glove guidance throughout their implementation journey.
• Tailor services to client workflows across audit, review, and AUP engagements.

• Collaborate cross-functionally to solve challenges and exceed client expectations.

Drive Operational Excellence:

• Lead global service delivery teams, and manage overall resourcing, forecasting, and service efficiency.
• Identify opportunities for automation, tooling, and process improvements.

• Continuously improve time-to-value and project performance metrics.

Own Services Revenue and Team Growth:

• Lead global service delivery teams,and manage overall resourcing, forecasting, and service efficiency.
• Identify opportunities for automation, tooling, and process improvements.
• Continuously improve time-to-value and project performance metrics