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 an Account Executive SMB Firms at Caseware, your goal will be to drive new, upsell and cross-sell sales of Caseware’sproduct suite with a focus on small and medium-sized clients within our US market. Your role will be focused on sales within the firm market segment and will be primarily selling our OnPoint suite of products to small firms and sole proprietors. This is a massive opportunity because our research is showing 100,000+ sole proprietors in the US market alone, and with our recent strategic partnership with CPA.com we expect huge support in marketing. 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 and are eligible to work in US (preferably on the East coast). ❗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 ▪️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 talent@caseware.com. 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 jobs.lever.co. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.

Requirements

Must-haves

As an Account Executive SMB Firms at Caseware, your goal will be to drive new, upsell and cross-sell sales of Caseware’sproduct suite with a focus on small and medium-sized clients within our US market.
Note, a successful candidate will work in North American time zones - EST, MT, PST (The time zone is TBD depending on the territory assigned).
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
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

Nice-to-haves

Prior work in the audit and accounting technology industry is a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: lever
Effort: quick