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 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
What you will bring:
- 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
What's in it for you:
Shape what’s next with AI: Help transform audit and accounting through AI-powered technology. Explore new ways to bring AI into our own workflows, rethink how work gets done, and turn ideas into meaningful improvements for our teams and customers.
Make an impact that matters: Contribute to solutions that help professionals navigate complexity, make informed decisions, and strengthen trust in financial information around the world.
Bring your voice. Expand your perspective: Collaborate with a diverse global team where your ideas are valued, knowledge is shared, and different perspectives lead to better outcomes.
Build a career that grows with you: Develop your skills, take on new challenges, and explore career opportunities as our business and technology evolve.
Thrive at work and beyond: Enjoy competitive compensation, comprehensive benefits, recognition programs, and performance bonuses, alongside flexible work options, remote opportunities, and generous time off.
We’re committed to building teams as diverse as our customers through equitable and inclusive hiring. We welcome candidates of all backgrounds. If you need accommodations or have questions at any stage of the application or interview process, contact our People Operations team at [email protected].
Background Check:
All successful candidates will undergo background screening, which may include identity verification, criminal record checks, and/or reference checks, as appropriate to the role and location and in accordance with applicable law.
Security and Fraud:
All employees are expected to apply security best practices and work within secure handling guidelines to perform assigned responsibilities when accessing data and business information.
Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.
Skills Required
- 1+ years of experience in tech sales or comparable customer-facing role (ideally SaaS)
- Eligible to work in the US and reside in the US (work authorization required)
- Ability to work North American time zones (EST, MT, PST) as assigned
- Experience using HubSpot, Salesforce, ZoomInfo, and LinkedIn Sales Navigator to identify opportunities
- Experience with CRM software (e.g., Salesforce, HubSpot)
- Foundational understanding of technology sales, forecasting, and lead development processes
- 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
- Excellent verbal and written communication, presentation, discovery, and stakeholder influence skills
- Record of consistent achievement of sales goals
- Bachelor's degree in sales, business management, accounting, finance, or related field
- Prior work in the audit and accounting technology industry
What We Do
Caseware is the leading global provider of cloud-enabled audit, financial reporting and data analytics solutions for accounting firms, corporations and government regulators. Caseware’s innovative tools and platforms help more than half a million customers in 130 countries work smarter, dig deeper and see further as they transform insights into impact.
