Account Executive

As an Account Executive SMB Firms at Caseware, your goal will be to drive new, upsell and cross‑sell sales of Caseware’s product suite with a focus on small and medium‑sized clients within our US market.

Your role will be focused on sales within the firm market segment and will primarily sell our OnPoint suite of products to small firms and sole proprietors, targeting over 100,000 sole proprietors in the US market. With a strategic partnership with , we expect significant marketing support.

We are building our Sales organization and you will be a founding member of the future of Sales Operations  you are a sales professional with a hunter mentality and enjoy pursuing new business, this role is for you. The role is split 50/50 between inbound and outbound activities, and is ideal for a success‑driven, achievement‑oriented individual who loves sales and performance rewards for exceeding sales goals.

Remote and open to all candidates who reside in and are eligible to work in the US (preferably on the East coast). A successful candidate will work in North American time zones—EST, MT, PST—time zone TBD depending on the territory assigned.

• Using prospecting solutions like Zoom Info and Linked In to generate leads within a defined territory and region.
• Using sales and marketing assets to create email campaigns.
• Contacting customers, addressing their needs, and introducing them to the full scope of the Case Ware product suite based on lists generated by marketing and existing inbound leads.
• Qualifying inbound and outbound activities (calls and emails).
• Quickly and effectively establishing key relationships with decision‑makers within sole proprietors to small firms.
• Providing prospects with high‑level solution overviews when required.
• Providing advice and value guidance to Case Ware prospects to maximize opportunities to build and accelerate revenue.
• Monitoring sales goals set by Case Ware to increase product revenue.
• Driving business growth—meeting and exceeding monthly/quarterly revenue targets by prospecting, securing meetings, and closing new business.
• Creating and executing action plans to engage appropriate Case Ware cross‑functional resources to contribute to sales and development strategy.
• Assisting with marketing automation.
• Other duties as required.

• 1+ years of experience in tech sales or a comparable customer‑facing role, ideally SaaS Sales (understanding and selling accounting software is a strong asset).
• Ability to query various sources such as Hub Spot, Salesforce, Zoom Info, and Linked In 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, Hub Spot).
• 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.

• Innovation is at our core. We work with cutting‑edge technology in accounting and financial…