Caseware

Account Executive

Caseware

full-time

Posted on:

Location Type: Remote

Location: Remote • New York • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Job Level

Junior

About the role

  • Using prospecting solutions like ZoomInfo and LinkedIn to generate leads within a defined territory and region.
  • Using sales and marketing assets to create email campaigns.
  • Given a list of contacts generated by marketing as well as existing inbound leads, contact our customers, address their needs, and introduce them to the full scope of the CaseWare product suite.
  • Qualifying inbound and outbound activities (calls and emails).
  • Quickly and effectively establish key relationships with decision-makers within sole practitioners to small firms.
  • Providing 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 goal set by CaseWare to increase product revenue.
  • Drive the 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.
  • Assisting with marketing automation.
  • Other duties as required.

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
  • Strong verbal and written communication skills
  • Experience mapping customer requirements, needs and goals to solution capabilities, benefits and outcomes
  • Experience with CRM software (e.g., Salesforce, HubSpot)
  • Bachelor's degree in sales, business management, accounting, finance, or a related field
  • Prior work in the audit and accounting technology industry is a plus
  • Must reside in New York, US
  • Successful candidates will need to complete a background check (Certn.co) as condition of offer
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
tech salesSaaS salesaccounting softwarelead developmentsales forecastingsales automationmarketing automationinside salesaccount managementclient success
Soft skills
self-disciplineGSD mentalitystrong desire to succeedconsistent achievement of goalscommunication skillspresentation skillslistening skillsability to influencetask managementprioritization