Minimum of 1 year of experience in tech or SaaS sales., Proven success in software, SaaS, ERP, or tech sales roles with quota achievement., Experience in building and executing territory plans in high-growth environments., Knowledge of forecasting revenue and achieving sales targets..
Key responsibilities:
Manage a portfolio of over 1500 accounts focusing on renewals, upselling, and cross-selling.
Establish relationships with decision-makers and support clients in the North American region.
Drive sales growth by prospecting, securing meetings, and closing new business.
Collaborate with cross-functional teams to develop and execute sales strategies.
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Caseware is the leading global provider of cloud-enabled audit, financial reporting and data analytics solutions for accounting firms, corporations and government regulators. Caseware’s innovative tools and platforms help more than half a million customers in 130 countries work smarter, dig deeper and see further as they transform insights into impact.
Caseware is one of Canadas 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 Manager at Caseware, your goal will be to develop and nurture positive, longterm, and strategic relationships with our highestvalue customers and prospects and be responsible for supporting our existing accounting and audit partners across North America focusing mainly in Canada and the Caribbean.
Your role will be focusing on managing the midmarket segment accounting firms. You will inherit and oversee a portfolio of 1500+ existing accounts and your main efforts will be focused on renewals, upselling, and crossselling. The range of the deals that you can expect is sub$25k CAD.
This role would be perfect for you if you are successdriven, achievementoriented, love sales, and believe in performance rewards for exceeding sales goals. If you are a Sales professional with a FarmerNurturer mentality who is inspired by building longlasting relationships with clients, delighting them, and growing their book of business, we want to hear from you.
❗This role is remote and is open to all candidates who reside and are eligible to work in Canada.
❗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:
Given a daily list of leads 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
Quickly and effectively establish key relationships with decisionmakers within large enterprises and Accountant partners
Managing the different facets of subscription and support renewals
Refining renewal strategies that proactively engage a client in chopping the churn rates
Provide advice and value guidance to Caseware prospects maximizing opportunities to build and accelerate revenue
Crosssell and upsell Caseware products and services while collaborating with the Sales team and senior leadership within key accounts in the territory
Monitor sales goal set by CaseWare to increase product revenue
Drive the business growth meet and exceed monthlyquarterly revenue targets by prospecting, securing meetings, and closing new business
Create and execute action plans to engage appropriate Caseware crossfunctional resources to contribute to sales and development strategy
Bridging between Sales, Finance and Customer Success
What you will bring:
Minimum of 1 year of experience in a techSaaS sales role
Proven record of success in Software, SaaS, ERP, andor Tech Sales in a quotacarrying role
Experience building a new territory and executing a territory plan
A record of consistent achievement of sales quota
Knowledge of forecasting revenue levels and achieving sales targets in a highgrowth environment
Selfdiscipline, GSD mentality, and a strong desire to succeed
Background in accountinginternal audit is a strong asset
Whats in it for you:
▪️Innovation is at our core. We work with cuttingedge 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.
▪️Worklife balance is important to us. We offer flexible work options, remote opportunities, and generous timeoff policies to ensure a healthy worklife 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:
Casewares cuttingedge 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 customerfocused 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 Casewares core values is Many Voices, One Team and with that in mind, were 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 email 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 https:jobs.lever.cocaseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.
Required profile
Experience
Spoken language(s):
English
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