Account Executive

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Caseware

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🏢 Enterprise

☁️ SaaS

Finance • Enterprise • SaaS

Caseware is a global leader in providing software solutions for accounting, auditing, and financial reporting. Their products, such as Caseware Cloud and Caseware Working Papers, are designed to modernize accounting practices, streamline audits, and provide robust financial reporting tools for accounting firms, corporations, and government entities. Caseware is renowned for integrating advanced technologies, including AI-driven tools, to enhance efficiency and insight for its users. Their offerings are localized to meet regional standards and cater to diverse sectors, including public and private organizations. With a focus on transformation through technology, Caseware supports over 500,000 accounting professionals in more than 130 countries.

📋 Description

• Drive new, upsell and cross-sell sales of Caseware’s product suite with a focus on small and medium-sized clients within the US market. • Focus on sales within the firm market segment and primarily sell the OnPoint suite of products to small firms and sole proprietors. • Use prospecting solutions like ZoomInfo and LinkedIn to generate leads within a defined territory and region. • Use sales and marketing assets to create email campaigns. • Qualify inbound and outbound activities (calls and emails). • Quickly and effectively establish key relationships with decision-makers within sole practitioners to small firms. • Drive business growth - meet and exceed monthly/quarterly revenue targets by prospecting, securing meetings, and closing new business. • Create and execute action plans to engage appropriate CaseWare cross-functional resources to contribute to sales and development strategy.

🎯 Requirements

• 1+ years of experience in tech sales or in a comparable customer-facing role, ideally SaaS Sales (understanding and selling accounting software is a strong asset) • Ability to query various sources such as Hubspot, Salesforce, ZoomInfo, and LinkedIn Nav to identify opportunities • Self-discipline, GSD mentality, and a strong desire to succeed • Record of consistent achievement of goals • A foundational understanding of technology sales, forecasting, and lead development processes • A foundational understanding of accounting and financial processes and technologies • Experience or understanding of sales, campaign, and marketing automation solutions • Prior experience in inside sales, account management, client success, or client services • Proven ability to manage and prioritize a high volume of daily tasks and leads • Demonstrable ability to communicate, present and influence key stakeholders • Excellent discovery, listening and presentation abilities • Strong verbal and written communication skills • Experience mapping customer requirements, needs and goals to solution capabilities, benefits and outcomes • Experience with CRM software (e.g., Salesforce, HubSpot) • Bachelor's degree in sales, business management, accounting, finance, or a related field • Prior work in the audit and accounting technology industry is a plus

🏖️ Benefits

• 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 • 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.