The Role
The Sales Development Representative will generate leads, book sales calls, manage prospects, and support the sales team to achieve targets.
Summary Generated by Built In
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 Sales Development Representative (SDR), you will be the first point of contact for potential customers exploring Caseware’s solutions. You will work within a defined region, spark interest in our products and open meaningful conversations with prospects in the accounting and corporate markets. Your focus will be on both inbound and outbound lead generation, building relationships and guiding warm prospects toward a qualified meeting with a Sales Executive. You will own your pipeline, keep prospects engaged and move them confidently through the early stages of the sales cycle. You will earn commission for completed meetings, and the quality of these meetings is a key driver of our pipeline, bookings and overall revenue growth.
📍This is a permanent, full-time position based in Düsseldorf, with a flexible hybrid work arrangement.
What you will be doing:
- Book sales calls, product demonstrations and first-touch meetings with potential customers and hand them over to the Sales Team.
- Build and expand a qualified sales pipeline using outbound prospecting, our database and modern sales tools.
- Engage prospects proactively through phone outreach, email sequences and social selling on platforms such as LinkedIn.
- Qualify inbound leads quickly and accurately to identify sales opportunities with clear next steps.
- Collaborate with local and international teams to support demand-generation campaigns and improve outreach performance.
- Maintain accurate and complete data in Salesforce (or our CRM) to ensure strong pipeline reporting and forecasting.
- Represent Caseware at industry events, generate leads and collect insights on the market and competitors.
- Produce monthly reports on key KPIs to track activity, results and opportunities for continuous improvement.
- Contribute to the achievement of SQL targets and support pipeline growth for the commercial team.
What you will bring:
- Confident, trust-building communication skills.
- Strong communication skills and the ability to create meaningful customer engagement across multiple channels.
- Experience in B2B sales, business development, inside sales or an SDR/BDR role (1–3 years preferred).
- Confidence in working with KPIs, outreach targets, call volumes and meeting quotas.
- A structured, reliable and self-driven working style with a clear focus on results.
- Ability to work in a hybrid environment and collaborate effectively with cross-functional and international teams.
What's in it for you:
▪️Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
▪️We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
▪️Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
▪️We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
▪️We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
▪️Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
▪️We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
About Caseware:
Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.
With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.
One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at [email protected].
Background Check:
Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co
Security and Fraud:
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.
Top Skills
Crm Systems
Linkedin Sales Navigator
Sales Loft
Salesforce
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The Company
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.
