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
NoVisa
Fintech, Accounting, AuditIndustries
Requirements
- 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
- Reside and are eligible to work in Canada
- Ability to work in North American time zones (EST, MT, PST)
Responsibilities
- Contact customers from daily marketing-generated leads and inbound leads, 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
- Manage the different facets of subscription and support renewals
- Refine renewal strategies that proactively engage clients to reduce churn rates
- Provide advice and value guidance to Caseware prospects to maximize 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 goals set by Caseware to increase product revenue
- Drive business growth by meeting and exceeding monthly/quarterly revenue targets through 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
- Bridge between Sales, Finance, and Customer Success
- Oversee a portfolio of 1500+ existing accounts, focusing on renewals, upselling, and cross-selling in the mid-market segment (accounting firms) across North America, mainly Canada and the Caribbean
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this Account Manager role remote?
Yes, this role is remote and open to all candidates who reside and are eligible to work in Canada, with the requirement to work in North American time zones (EST, MT, PST).
What sales experience is required for this position?
A minimum of 1 year of experience in a tech/SaaS sales role is required, along with a proven record of success in Software or SaaS sales.
What is the salary or compensation for this role?
This information is not specified in the job description.
What kind of sales mentality fits this Account Manager role best?
The role is ideal for a success-driven, achievement-oriented sales professional with a 'Farmer/Nurturer' mentality who excels at building long-lasting client relationships and growing business through renewals, upselling, and cross-selling.
What are the main responsibilities of this Account Manager position?
Responsibilities include managing a portfolio of 1500+ accounts focused on renewals, upselling, and cross-selling Caseware products to mid-market accounting firms, driving revenue growth, and building relationships with decision-makers.
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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