Account Manager

Summary

Join Caseware, a leading Fintech company in Canada's audit and accounting software industry, as an Account Manager. You will cultivate strong relationships with high-value clients and prospects, primarily focusing on the mid-market accounting firm segment in Canada and the Caribbean. Manage a portfolio of 1500+ accounts, concentrating on renewals, upselling, and cross-selling with deals under $25k CAD. This remote role is ideal for sales professionals with a nurturing approach, aiming to build lasting client relationships and achieve sales goals. You will work within North American time zones (EST, MT, PST). Caseware offers a collaborative culture, flexible work options, competitive compensation, comprehensive benefits, and opportunities for career growth.

Requirements

• 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

Responsibilities

• 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 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
• Bridging between Sales, Finance and Customer Success

Preferred Qualifications

Background in accounting/internal audit is a strong asset

Benefits

• 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