Account Executive

We are going through a build-up of our Sales organization, and you will be a founding member of the future of Sales Operations at Caseware. If are a Sales Professional with a hunter-mentality and going after new business is something that inspires you, we want to hear from you! (This role will be 50/50 split between inbound & outbound activities). This role would be perfect for you if you are success-driven, achievement-oriented, love sales, and believe in performance rewards for exceeding sales goals.

❗This role is remote and is open to all candidates who reside in New York, US

❗Note, a successful candidate will work in North American time zones – EST, MT, PST (The time zone is TBD depending on the territory assigned)

What you will be doing:

Using prospecting solutions like ZoomInfo and LinkedIn to generate leads within a defined territory and region.

Using sales and marketing assets to create email campaigns

Given a list of contacts generated by marketing as well as existing inbound leads, contact our customers, address their needs, and introduce them to the full scope of the CaseWare product suite

Qualifying inbound and outbound activities (calls and emails)

Quickly and effectively establish key relationships with decision-makers within sole practitioners to small firms

Providing prospects with high-level solution overviews when required

Provide advice and value guidance to CaseWare prospects maximizing opportunities to build and accelerate revenue

Monitor sales goal set by CaseWare to increase product revenue

Drive the 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

Assisting with marketing automation

Other duties as required

What you will bring:

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

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