Sales Development Representative at Caseware

Maidstone, England, United Kingdom

Caseware Logo
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Fintech, Accounting, AuditIndustries

Requirements

  • Strong relationship building and communication skills
  • Positive attitude and resilient disposition
  • Friendly and personable nature
  • Diligent data management
  • Ability to adapt to changing environment
  • Proactive and energetic
  • Solid understanding of marketing and sales functions and how this role contributes to their success
  • Proven track record of achieving KPIs
  • Nice to have: Experience working in a similar role
  • Nice to have: Experience in the accounting industry
  • Nice to have: Experience working with CRM systems (ideally Salesforce), LinkedIn Sales Navigator and Sales Loft

Responsibilities

  • Book sales calls and demonstrations for the Sales Team
  • Generate a pipeline of leads and opportunities using our existing database as well as multiple tools available
  • Understand the industry, as well as customer requirements
  • Through phone, email and social media engage those contacts with the Caseware brand
  • Respond, engage and qualify inbound leads
  • Effectively partner with peers to support demand generation campaigns
  • Use our CRM and/or reporting system effectively to ensure that reporting is accurate and relevant
  • Represent Caseware professionally at any relevant events: engage with delegates, capture leads, and feedback to the team any interesting information gained around competitors, market etc
  • Produce monthly reports to submit to your manager to show your success
  • Contribute to the achievement of team SQL targets

Skills

Key technologies and capabilities for this role

lead generationCRMpipeline managementphone salesemail outreachsocial media engagementdemand generationreporting

Questions & Answers

Common questions about this position

Is this a remote position, and where can applicants be located?

This is a full-time permanent position available to applicants residing and eligible to work in the UK, supporting the North American region including the US and Canada.

What are the key skills required for the Sales Development Representative role?

Key skills include strong relationship building and communication skills, positive attitude and resilient disposition, diligent data management, ability to adapt to changing environments, and proactive energetic approach.

What is the company culture like at Caseware?

Caseware fosters a collaborative culture where ideas are valued, knowledge sharing is encouraged, and teams are supportive and inclusive, with a strong emphasis on work-life balance.

What compensation or benefits are offered for this role?

This information is not specified in the job description.

What makes a strong candidate for this Sales Development Representative position?

A strong candidate will have a proven track record of achieving KPIs, strong relationship building skills, and nice-to-have experience in a similar role, accounting industry, or with CRM systems like Salesforce, LinkedIn Sales Navigator, and Sales Loft.

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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