Account Executive

Caseware • Atlanta, GA

2d • Remote

About The Position

Caseware is a leading global audit and accounting software company with over 30 years of experience and more than 500,000 users worldwide. As an Account Executive SMB Firms, you will drive new, upsell, and cross-sell sales of Caseware's product suite, focusing on small and medium-sized clients in the US market. This role specifically targets the firm market segment, selling the OnPoint suite to small firms and sole proprietors. This is a significant opportunity due to the large number of sole proprietors in the US market and a strategic partnership with CPA.com. You will be a founding member of the Sales Operations team, ideal for a sales professional with a hunter mentality. The role involves a 50/50 split between inbound and outbound activities and is perfect for those who are success-driven, achievement-oriented, love sales, and are motivated by performance rewards. This is a remote role open to candidates residing and eligible to work in the US, preferably on the East coast, and requires working within North American time zones (EST, MT, PST - TBD based on territory).

Requirements

• 1+ years of experience in tech sales or a comparable customer-facing role, ideally SaaS Sales.
• 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.

Nice To Haves

• Ideally SaaS Sales experience.
• Understanding and selling accounting software is a strong asset.
• Prior work in the audit and accounting technology industry is a plus.

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.
• Contacting customers generated by marketing and existing inbound leads to address their needs and introduce the full scope of the CaseWare product suite.
• Qualifying inbound and outbound activities (calls and emails).
• Quickly and effectively establishing key relationships with decision-makers within sole practitioners to small firms.
• Providing prospects with high-level solution overviews when required.
• Providing advice and value guidance to CaseWare prospects to maximize opportunities to build and accelerate revenue.
• Monitoring sales goals set by Caseware to increase product revenue.
• Driving business growth by meeting and exceeding monthly/quarterly revenue targets through prospecting, securing meetings, and closing new business.
• Creating and executing action plans to engage appropriate Caseware cross-functional resources to contribute to sales and development strategy.
• Assisting with marketing automation.
• Other duties as required.

Benefits

• Competitive compensation, including a competitive salary and comprehensive benefits.
• Flexible work options.
• Remote opportunities.
• Generous time-off policies.
• Recognition programs.
• Performance bonuses.
• Opportunities for career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level