Note: The job is a remote job and is open to candidates in USA. Caseware is a leading Fintech company specializing in audit and accounting software, seeking a driven Account Executive to expand their presence in the corporate sector. This role focuses on account management and new business development within existing clients, particularly in the accounting sector, emphasizing a consultative sales approach to drive growth and client satisfaction.
Responsibilities
- Retain and grow revenue within assigned corporate and government accounts
- Identify and develop new business opportunities within your assigned accounts
- Achieve and exceed agreed annual sales targets (minimum £250,000)
- Build and execute a strategic territory plan
- Maintain a healthy sales pipeline and provide accurate forecasting
- Deliver compelling product demonstrations showcasing features, benefits, and value
- Apply consultative selling techniques to drive product adoption and increase client satisfaction
- Strengthen long-term client relationships to maximise retention and NPS
- Respond to inbound enquiries promptly and professionally
- Partner with Marketing to deliver territory-specific campaigns and engagement strategies
- Represent Caseware at industry events, webinars, seminars, and client meetings
- Support the preparation of marketing collateral and campaign resources
- Maintain accurate and up-to-date CRM records
- Follow established sales processes and procedures
- Manage priority tasks and opportunities effectively
- Support sales administration and wider team initiatives as required
Skills
- Proven success in software, SaaS, ERP, or technology sales
- Experience building and executing a territory plan
- Consistent achievement of sales quotas in a high-growth environment
- Strong forecasting and pipeline management capability
- Excellent written and verbal communication skills
- Commercial awareness and consultative selling mindset
- Knowledge of the accounting or audit profession (advantageous but not essential)
- Prior experience working for and/or selling directly to audit/advisory/assurance/accountancy firms
Benefits
- Flexible work options
- Remote opportunities
- Generous time-off policies
- Competitive salary and comprehensive benefits
- Recognition programs
- Performance bonuses
- Opportunities for career growth
Company Overview
CaseWare helps accounting firms, governments and corporations manage audit and financial reporting processes efficiently and with less risk. It was founded in 1988, and is headquartered in Toronto, Ontario, CAN, with a workforce of 501-1000 employees. Its website is https://www.caseware.com/ca.