Caseware
FinTech
AccountExecutive
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Account Executive at Caseware. Skills: New business sales, Upsell sales, Cross-sell sales. Generate leads within territory. Create email campaigns”
What You'll Achieve.
Meet and exceed monthly revenue targets; Meet and exceed quarterly revenue targets
Industry & Context.
Work in North American time zones
What They're Looking For.
Must Have
1+ years of experience in tech sales, Experience in a comparable customer-facing role, Ability to query various sources, Record of consistent achievement of goals, Foundational understanding of technology sales, Foundational understanding of accounting and financial processes, Proven ability to manage and prioritize tasks, Demonstrable ability to communicate, Demonstrable ability to present, Demonstrable ability to influence key stakeholders, Excellent discovery abilities, Excellent listening abilities, Excellent presentation abilities, Excellent verbal communication skills, Excellent written communication skills, Experience mapping customer requirements to solution capabilities, Experience with CRM software
Nice to Have
SaaS Sales experience, Understanding and selling accounting software, Experience or understanding of sales automation solutions, Experience or understanding of campaign automation solutions, Experience or understanding of marketing automation solutions, Prior experience in inside sales, Prior experience in account management, Prior experience in client success, Prior experience in client services, Prior work in the audit and accounting technology industry
What You'll Do.
Generate leads within territory
Create email campaigns
Address customer needs
Introduce Caseware product suite
Qualify inbound activities
Qualify outbound activities
Establish relationships with decision-makers
Provide solution overviews
Provide advice and value guidance
Maximize revenue opportunities
Increase product revenue
Exceed revenue targets
Prospect for new business
Engage cross-functional resources
Contribute to sales strategy
Contribute to development strategy
Assist with marketing automation
How You'll Work.
Team & Collaboration
Cross-functional resources
Communication Scope
Presentations; Verbal communication; Written communication
Full Job Description
## Description Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles! As an Account Executive SMB Firms at Caseware, your goal will be to drive new, upsell and cross-sell sales of Caseware’sproduct suite with a focus on small and medium-sized clients within our US market. Your role will be focused on sales within the firm market segment and will be primarily selling our OnPoint suite of products to small firms and sole proprietors. This is a massive opportunity because our research is showing 100,000+ sole proprietors in the US market alone, and with our recent strategic partnership with CPA.com we expect huge support in marketing. We are going through a build-up of our Sales organization, and you will be a founding member of the future of Sales Operations at Caseware. If are a Sales Professional with a hunter-mentality and going after new business is something that inspires you, we want to hear from you! (This role will be 50/50 split between inbound & outbound activities). This role would be perfect for you if you are success-driven, achievement-oriented, love sales, and believe in performance rewards for exceeding sales goals. This role is remote and is open to all candidates who reside and are eligible to work in US (preferably on the East coast). ❗Note, a successful candidate will work in North American time zones - EST, MT, PST (The time zone is TBD depending on the territory assigned). ## What you will be doing 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 exi
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