Account Executive

Summary

Caseware provides accounting, audit, financial reporting, and financial data analytics software. The Account Executive will drive new, upsell, and cross-sell sales of Caseware’s product suite to small and medium-sized firms and sole proprietors in the US market, using inbound and outbound prospecting, qualifying leads, building relationships, and closing new business.

Responsibilities

• 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

Skills

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

Qualifications

Must Haves

• 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
• 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)

Nice to Haves

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

Benefits

• Flexible work options
• Remote opportunities
• Generous time-off policies
• Comprehensive benefits
• Recognition programs
• Performance bonuses
• Opportunities for career growth
• Work on international projects
• Collaborate with a diverse, global team