Account Manager

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 Linked In profiles!

As an Account Manager at Caseware, your goal will be to develop and nurture positive, long-term, and strategic relationships with our highest-value customers and prospects and be responsible for supporting our existing accounting and audit partners across North America.

Your role will be focusing on managing the mid-market segment - accounting firms. You will inherit and oversee a portfolio of 1500+ existing accounts and your main efforts will be focused on renewals, upselling, and cross‑selling.

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. If you are a Sales professional with a "Farmer/Nurturer" mentality who is inspired by building long‑lasting relationships with clients, delighting them, and growing their book of business, we want to hear from you.

This role is remote and is open to all candidates who reside and are eligible to work in USA.

Note, a successful candidate will work in North American time zones - EST, MT, PST (The time zone is TBD depending on the territory assigned).

• Given a daily list of leads 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

• Quickly and effectively establish key relationships with decision‑makers within large enterprises and Accountant partners

• Managing the different facets of subscription and support renewals

• Refining renewal strategies that proactively engage a client in chopping the churn rates

• Provide advice and value guidance to Caseware prospects maximizing opportunities to build and accelerate revenue

• Cross‑sell and upsell Caseware products and services while collaborating with the Sales team and senior leadership within key accounts in the territory

• Monitor sales goal set by Case Ware 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

• Bridging between Sales, Finance and Customer Success

• Minimum of 1 year of experience in a tech/SaaS sales role

• Proven record of success in Software, SaaS, ERP, and/or Tech Sales in a quota‑carrying role

• Experience building a new territory and executing a territory plan

• A record of consistent achievement of sales quota

• Knowledge of forecasting revenue levels and achieving sales targets in a high‑growth environment

• Self‑discipline, GSD mentality, and a strong desire to succeed

• Background in accounting/internal audit is a strong asset

• 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

• We are driven by impactful work. …