Inside Sales Representative

Summary

Join Caseware, a leading Fintech company, as an Inside Sales Representative to drive sales of its OnPoint product suite to small and medium-sized US clients. This remote role focuses on selling to sole proprietors and small firms, leveraging inbound and outbound sales activities. You will be a founding member of the future Sales Operations team, contributing to business growth and exceeding revenue targets. The ideal candidate possesses a hunter mentality, is achievement-oriented, and thrives in a performance-reward environment. This position requires experience in tech sales, ideally SaaS, and a strong understanding of accounting and financial processes. Caseware offers a collaborative culture, flexible work options, competitive compensation, and comprehensive benefits.

Requirements

• 2+ 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)
• Ability to query various sources such as HubSpot, Salesforce, ZoomInfo, and LinkedIn 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, HubSpot)
• Bachelor's degree in sales, business management, accounting, finance, or a related field

Responsibilities

• Using prospecting solutions like ZoomInfo and LinkedIn to generate leads within a defined territory and region
• Using sales and marketing assets to create email campaigns
• Given a list of contacts 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
• Qualifying inbound and outbound activities (calls and emails)
• Quickly and effectively establish key relationships with decision-makers within sole practitioners to small firms
• Providing 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 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
• Assisting with marketing automation
• Other duties as required

Preferred Qualifications

Prior work in the audit and accounting technology industry is a plus

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