Caseware

Account Manager

Caseware

full-time

Posted on:

Location Type: Hybrid

Location: Melbourne • Australia

Visit company website

Explore more

✨ AI Apply
Apply

Tech Stack

Cloud

About the role

  • Build and maintain strong, strategic relationships with C-level customers, focusing on the Government segment.
  • Drive customer success through proactive engagement, retention strategies, and growth initiatives, ensuring adoption of Case’s evolving suite of cloud solutions.
  • Execute upsell, cross-sell, and renewal strategies to increase ARR and product adoption, including migration to cloud solutions.
  • Proactively mitigate risks that could lead to dissatisfaction or churn; optimize product usage and address financial matters promptly.
  • Manage revenue-related inquiries (new licenses, renewals, product information) and drive outbound engagement for growth.
  • Provide actionable insights from customers and prospects to inform product development and service enhancements.
  • Deliver accurate forecasts and participate in regular sales meetings to review performance and pipeline.
  • Represent Caseware at relevant government and industry events to strengthen relationships and identify opportunities.
  • Prepare and deliver compelling presentations and proposals, including professional PowerPoint decks tailored to client needs.

Requirements

  • Bachelor’s degree in Business, Finance, Accounting, or a related field
  • 2–4 years in Account Management, Customer Success, or Inside Sales within a SaaS or technology environment
  • Exceptional presentation skills, including creating professional PowerPoint decks; consultative selling; strategic planning; and strong verbal and written communication
  • Solid understanding of audit and accounting processes, standards, and workflows; ability to engage confidently with finance and audit professionals
  • Knowledge of government procurement processes and compliance requirements (preferred)
  • CRM proficiency (Salesforce highly regarded); ability to present solutions effectively to both business and technical stakeholders
  • Energised, proactive, and motivated to exceed targets; thrives in a fast-paced, growth-oriented environment
Benefits
  • Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
  • We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
  • Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
  • We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
  • We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
  • Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
  • We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Account ManagementCustomer SuccessInside SalesSaaSConsultative SellingStrategic PlanningPresentation SkillsAudit ProcessesAccounting StandardsGovernment Procurement
Soft skills
Relationship BuildingProactive EngagementCommunicationMotivationAdaptabilityProblem SolvingCustomer RetentionGrowth InitiativesForecastingCollaboration