Sales Development Representative at Caseware

Maidstone, England, United Kingdom

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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

lead generation

CRM

pipeline management

phone sales

email outreach

social media engagement

demand generation

reporting

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

Sales Development Representative at Caseware

Requirements

Responsibilities

Skills

Caseware

About Caseware

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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