Account Manager

Summary

Caseware develops software for accounting firms, corporations, and governments, serving the audit, financial reporting, and financial data analytics markets. The Account Manager will manage a portfolio of mid-market accounting firm accounts across North America, focusing on renewals, upselling, cross-selling, customer relationships, and revenue growth.

Responsibilities

• 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 decision-makers 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
• Cross-sell 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 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
• Bridging between Sales, Finance and Customer Success

Skills

• This role is remote and is open to all candidates who reside and are eligible to work in USA
• Note, a successful candidate will work in North American time zones - EST, MT, PST (The time zone is TBD depending on the territory assigned)
• Minimum of 1 year of experience in a tech/SaaS sales role
• Proven record of success in Software, SaaS, ERP, and/or Tech Sales in a quota-carrying 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 high-growth environment
• Self-discipline, GSD mentality, and a strong desire to succeed
• Background in accounting/internal audit is a strong asset

Qualifications

Must Haves

• This role is remote and is open to all candidates who reside and are eligible to work in USA
• Note, a successful candidate will work in North American time zones - EST, MT, PST (The time zone is TBD depending on the territory assigned)
• Minimum of 1 year of experience in a tech/SaaS sales role
• Proven record of success in Software, SaaS, ERP, and/or Tech Sales in a quota-carrying 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 high-growth environment
• Self-discipline, GSD mentality, and a strong desire to succeed

Nice to Haves

• Background in accounting/internal audit is a strong asset

Benefits

• Flexible work options
• Remote opportunities
• Generous time-off policies
• Competitive compensation, including a competitive salary and comprehensive benefits
• Recognition programs
• Performance bonuses
• Opportunities for career growth
• Work on international projects and collaborate with a diverse, global team