Caseware
FinTech
SalesDevelopmentRepresentative-TeamLeader
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“Sales Development Representative - Team Leader at Caseware. Skills: Sales development, Team leadership, Pipeline creation. Provide support, mentorship and advice to SDR teams. Participate in recruitment process”
What You'll Achieve.
Achieve growth targets; Maximise pipeline creation; Ensure consistent messaging; Ensure consistent approach; Ensure consistent performance standards
Industry & Context.
Analytical mindset; Interpreting sales data; Building reports; Drawing actionable insights
What They're Looking For.
Must Have
3–5+ years Sales Development experience, 1+ year team lead experience, Experience using CRM platforms, Experience using sales engagement tools, Ability to lead, coach, and influence without direct line management
Nice to Have
Experience in B2B SaaS environment, Experience in accounting or audit industry, Familiarity with Caseware’s product suite, Experience leading global or multi-regional team, Degree in Business, Marketing or related field, Qualifications from the ISM, Sales training certification
What You'll Do.
mentorship and advice to SDR teams
Participate in recruitment process
Provide structured onboarding
coaching and training
Develop and maintain SDR playbooks
Encourage creativity for outbound prospecting
Share ideas and best practices
Ensure processes are efficient
evaluate and pilot new technologies
Act as primary point of contact for SDR
track and report on KPIs
Prospect and build sales pipeline
Engage with prospects by phone
Work with marketing team to support campaigns
Suggest events and networking opportunities
Produce monthly reports
How You'll Work.
Team & Collaboration
Regional SDR teams; Global marketing plans; Global Growth Marketing Directors; Marketing team
Communication Scope
Written communication; Verbal communication; Compelling outreach
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 a global SDR Team Leader, you will act as the senior point of expertise and best practice for Caseware's SDR function. Based in the UK, you will lead without direct line management responsibility, instead leading through influence, mentorship and expertise across regional SDR teams. You will set the standard for how the regional SDR teams operates - from outbound prospecting and pipeline generation through to tooling, reporting and process improvement - while continuing to contribute individually to pipeline creation. You will align goals and activities with our global marketing plans to ensure Caseware achieves growth targets and work closely with the global Growth Marketing Directors to maximise pipeline creation. ❗This is a full-time, permanent position. 📍 Location: This position is remote and available to all applicants residing and eligible to work in the UK. ## What you will be doing Work closely with the regional SDR teams to provide them with support, mentorship and advice, leading through influence rather than direct line management Be part of the recruitment process for new team members when applicable Provide structured onboarding, coaching and training to new and existing team members across all regions, developing and maintaining SDR playbooks to ensure consistency globally Encourage creativity and strategic thinking for outbound prospecting campaigns to generate leads Share ideas and best practices with the team to contribute to growth Work with the Growth Marketing Director, UK to ensure processes are as efficient as possible Identify, evaluate and pilot new tec
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