Job description
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!
As part of the Enterprise Systems team, you’ll be part of a team for all things Salesforce — helping manage the platform’s day-to-day operations, driving adoption, and turning business needs into well-structured workflows and insights. This role is ideal for someone who is excited by the potential of Salesforce to improve operations, automate processes, and provide data that drives smarter decisions.
Responsibilities:
•Translate business requirements into well-architected solutions that best leverage the Salesforce platform and products
•Act as the primary point of contact for Salesforce-related support, troubleshooting, and administrative requests across the organization
•Collaborate with business stakeholders to gather requirements and translate them into tailored Salesforce configurations
•Configure and maintain key platform features including user management, security settings, custom objects, page layouts, workflows, validation rules, and more
•Design and build custom reports and dashboards that provide actionable insights for business leaders
•Support data quality efforts through imports, exports, de-duplication, cleansing, and ongoing maintenance using tools such as Data Loader or Workbench
•Optimize system functionality by identifying and resolving performance issues and recommending improvements
•Stay current with Salesforce releases and proactively apply new features where they add value
•Deliver user training and create documentation for onboarding, platform changes, and best practices
•Partner with Salesforce developers and external vendors when needed to support more complex customizations and integrations
•Maintain process documentation and ensure the Salesforce environment is secure, compliant, and audit-ready
•Provide estimates and work breakdown structures for assigned tasks
•Stay up-to-date on the Salesforce platform’s evolving capabilities, and bring recommendations to the team
•Exposure to Salesforce integrations with platforms like NetSuite, MuleSoft, or other middleware tools
•Familiarity with Jira, Confluence, or other agile project management tools
•Experience in B2B SaaS environments or other fast-paced, high-growth companies
Qualifications:
•3+ years of hands-on experience administering Salesforce in a business environment
•Strong understanding of Salesforce Lightning Experience and modern UI components
•Proficiency in Salesforce configuration, including automation (Flow, Process Builder, etc.), reporting, and permission sets
•Experience supporting cross-functional teams such as Sales, Customer Support, and Operations
•Familiarity with Salesforce data management tools like Data Loader, Workbench, and third-party solutions
•A keen eye for detail, solid organizational skills, and a passion for process improvement
•Strong communication and interpersonal skills — able to work with both technical and non-technical stakeholders
•A proactive and solution-oriented mindset, capable of managing multiple priorities with minimal supervision
•Native or C1 level English proficiency.
•Salesforce Certified Administrator certification required
•Additional certifications (e.g., Advanced Administrator, Platform App Builder, or Sales Cloud Consultant) are a plus.
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 [email protected].
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.
