[Remote] Account Executive

Note: The job is a remote job and is open to candidates in USA. Caseware is hiring an Account Executive SMB Firms to drive new, upsell, and cross-sell sales of its product suite to small and medium-sized firms in the US. The role focuses on prospecting and closing business, primarily for the OnPoint suite, while helping prospects understand Caseware’s solutions and meeting revenue targets.

Responsibilities

• 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

Skills

• This role is remote and is open to all candidates who reside and are eligible to work in US
• 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

Benefits

• Remote role open to candidates residing and eligible to work in the US (preferably on the East Coast).
• Flexible work options and remote opportunities.
• Generous time-off policies.
• Comprehensive benefits.
• Performance bonuses.
• Recognition programs.
• Opportunities for career growth.
• Opportunities to work on international projects and collaborate with a diverse, global team.

Company Overview