Inside Sales Representative

Summary

Join Caseware, a leading Fintech company in the audit and accounting software industry, as an Inside Sales Representative! Drive new, upsell, and cross-sell sales of Caseware's product suite to small and medium-sized clients in the US market. This remote role focuses on selling the OnPoint suite to small firms and sole proprietors, leveraging a strategic partnership with CPA.com for marketing support. You'll be a founding member of the growing Sales organization, focusing on inbound and outbound sales activities. Success in this role requires a hunter mentality, achievement orientation, and a passion for exceeding sales goals. The ideal candidate will be based on the US East Coast and work within North American time zones.

Requirements

• Have 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)
• Be able to query various sources such as Hubspot, Salesforce, ZoomInfo, and LinkedIn Nav to identify opportunities
• Possess self-discipline, a GSD mentality, and a strong desire to succeed
• Have a record of consistent achievement of goals
• Have a foundational understanding of technology sales, forecasting, and lead development processes
• Have a foundational understanding of accounting and financial processes and technologies
• Have experience or understanding of sales, campaign, and marketing automation solutions
• Have prior experience in inside sales, account management, client success, or client services
• Have a proven ability to manage and prioritize a high volume of daily tasks and leads
• Have a demonstrable ability to communicate, present and influence key stakeholders
• Possess excellent discovery, listening and presentation abilities
• Have strong verbal and written communication skills
• Have experience mapping customer requirements, needs and goals to solution capabilities, benefits and outcomes
• Have experience with CRM software (e.g., Salesforce, HubSpot)
• Hold a Bachelor's degree in sales, business management, accounting, finance, or a related field

Responsibilities

• Use prospecting solutions like ZoomInfo and LinkedIn to generate leads within a defined territory and region
• Use sales and marketing assets to create email campaigns
• Contact customers, address their needs, and introduce them to the full scope of the CaseWare product suite, using a list of contacts generated by marketing as well as existing inbound leads
• Qualify inbound and outbound activities (calls and emails)
• Quickly and effectively establish key relationships with decision-makers within sole practitioners to small firms
• Provide 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 goals set by CaseWare to increase product revenue
• Drive 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
• Assist with marketing automation
• Perform other duties as required

Preferred Qualifications

Have prior work in the audit and accounting technology industry

Benefits

Remote work