Account Executive, Commercial
1PasswordSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Accounting, AuditIndustries
Requirements
- 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
- Reside in New York, US (remote role)
- Availability to work in North American time zones (EST, MT, PST)
Responsibilities
- Use prospecting solutions like ZoomInfo and LinkedIn to generate leads within a defined territory and region
- Use sales and marketing assets to create email campaigns
- Given a list of contacts generated by marketing as well as existing inbound leads, contact customers, address their needs, and introduce them to the full scope of the CaseWare product suite
- Qualify inbound and outbound activities (calls and emails)
- Quickly and effectively establish key relationships with decision-makers within sole practitioners to small firms
- Provide 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 goals set by CaseWare to increase product revenue
- Drive 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
- Assist with marketing automation
- Other duties as required
Skills
ZoomInfo
LinkedIn
Lead Generation
Email Campaigns
Prospecting
Outbound Sales
Inbound Sales
Sales
Caseware
Provides software for audit and practice management
About Caseware
Caseware provides software solutions focused on audit, assurance, and practice management, primarily for the financial and accounting sectors. Its main product, Caseware Cloud, is a cloud-based platform that enables firms to securely store files, collaborate effectively, and manage their operations efficiently. This platform organizes data, making it easily accessible and simplifying the audit process. Unlike many competitors, Caseware operates on a subscription model, ensuring clients receive continuous updates and support. The company's goal is to help clients gain deeper insights and operate more efficiently, ultimately driving success for both the clients and Caseware itself.
Toronto, CanadaHeadquarters
1988Year Founded
GROWTH_EQUITY_VCCompany Stage
Enterprise Software, Financial ServicesIndustries
501-1,000Employees
Benefits
Hybrid Work Options
Flexible Work Hours
Risks
Integration of LeaseJava may face operational challenges with existing systems.
Data privacy risks arise from the Validis partnership's data processes.
Resistance to AI tools like AiDA may slow market adoption.
Differentiation
Caseware offers cloud-based solutions for audit and financial reporting processes.
The company integrates AI-driven tools like AiDA to enhance auditing efficiency.
Caseware's acquisition of LeaseJava expands its lease management capabilities.
Upsides
Growing demand for cloud solutions boosts Caseware's market potential.
Partnerships with Validis and Xero enhance data management and market reach.
Increased tech investments in accounting firms align with Caseware's offerings.
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