Account Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Propel new, upsell, and cross-sell initiatives for Caseware’s product suite, targeting small to medium-sized clients in the US market.

• Concentrate sales efforts within the firm market segment, primarily promoting the OnPoint suite of products to small firms and sole practitioners.

• Leverage prospecting tools such as ZoomInfo and LinkedIn to generate leads within a specified territory and region.

• Utilize sales and marketing materials to develop email campaigns.

• Qualify both inbound and outbound interactions (calls and emails).

• Swiftly and effectively build essential relationships with decision-makers at sole practitioner and small firm levels.

• Foster business growth by meeting and surpassing monthly/quarterly revenue goals through proactive prospecting, securing meetings, and finalizing new business deals.

• Develop and implement action plans to engage relevant CaseWare cross-functional resources to support sales and development strategies.

⛳️ Requirements

• A minimum of 1 year of experience in technology sales or a similar customer-facing role, preferably in SaaS Sales (a background in selling accounting software is highly advantageous).

• Proficient in querying various platforms such as Hubspot, Salesforce, ZoomInfo, and LinkedIn Navigator to identify potential opportunities.

• A self-motivated individual with a Get Stuff Done (GSD) mentality and a strong drive to succeed.

• A proven track record of consistently achieving goals.

• A foundational understanding of technology sales, forecasting, and lead development processes.

• A fundamental grasp of accounting and financial processes and technologies.

• Familiarity with or experience in sales, campaign, and marketing automation solutions.

• Previous experience in inside sales, account management, client success, or client services.

• Demonstrated ability to manage and prioritize a high volume of daily tasks and leads.

• Proven skills in communicating, presenting, and influencing key stakeholders.

• Exceptional discovery, listening, and presentation skills.

• Strong verbal and written communication abilities.

• Experience in mapping customer requirements, needs, and goals to solution capabilities, benefits, and outcomes.

• Familiarity with CRM software (e.g., Salesforce, HubSpot).

• Bachelor’s degree in sales, business management, accounting, finance, or a related field.

• Previous experience in the audit and accounting technology industry is a plus.

🏝️ Benefits

• Innovation is at the heart of our operations. We engage with state-of-the-art technology in accounting and financial reporting, continually striving to develop impactful software solutions.

• We are dedicated to fostering a collaborative culture where your ideas are respected and knowledge sharing is encouraged within a supportive, inclusive team environment.

• We value work-life balance. Our flexible work arrangements, remote opportunities, and generous time-off policies aim to maintain a healthy work-life equilibrium.

• We provide competitive compensation, which includes an attractive salary and comprehensive benefits.

• Our work is driven by impact. Your contributions will directly influence how our clients manage their financial processes and achieve success.

• Recognition and rewards are significant to us. We acknowledge hard work through recognition programs, performance bonuses, and career advancement opportunities.

• We embrace global opportunities, allowing you to work on international projects and collaborate with a diverse, global team.