Account Executive

Caseware combines over 35 years of industry expertise with AI-powered technology to transform how audit and accounting professionals work. Serving organizations across 130 countries, we bring intelligent automation directly into audit and financial reporting workflows—helping professionals reduce manual work, navigate complexity, and focus on informed decisions. Join our global team and help build technology that strengthens trust in financial information.

As an Account Executive SMB Firms at Caseware, your goal will be to drive new, upsell and cross-sell sales of Caseware’sproduct 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 be primarily selling our OnPoint suite of products to small firms and sole proprietors. This is a massive opportunity because our research is showing 100,000+ sole proprietors in the US market alone, and with our recent strategic partnership with CPA.com we expect huge support in marketing.

We are going through a build-up of our Sales organization, and you will be a founding member of the future of Sales Operations at Caseware. If are a Sales Professional with a hunter-mentality and going after new business is something that inspires you, we want to hear from you! (This role will be 50/50 split between inbound & outbound activities). This role would be perfect for you if you are success-driven, achievement-oriented, love sales, and believe in performance rewards for exceeding sales goals.

This role is remote and is open to all candidates who reside and are eligible to work in US (preferably on the East coast).

❗Note, a successful candidate will work in North American time zones - EST, MT, PST (The time zone is TBD depending on the territory assigned).

What you will be doing

• 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

What you will bring

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

What's in it for you

• Shape what’s next with AI: Help transform audit and accounting through AI-powered technology. Explore new ways to bring AI into our own workflows, rethink how work gets done, and turn ideas into meaningful improvements for our teams and customers.
• Make an impact that matters: Contribute to solutions that help professionals navigate complexity, make informed decisions, and strengthen trust in financial information around the world.
• Bring your voice. Expand your perspective: Collaborate with a diverse global team where your ideas are valued, knowledge is shared, and different perspectives lead to better outcomes.
• Build a career that grows with you: Develop your skills, take on new challenges, and explore career opportunities as our business and technology evolve.
• Thrive at work and beyond: Enjoy competitive compensation, comprehensive benefits, recognition programs, and performance bonuses, alongside flexible work options, remote opportunities, and generous time off.

Many Voices, One Team

We’re committed to building teams as diverse as our customers through equitable and inclusive hiring. We welcome candidates of all backgrounds. If you need accommodations or have questions at any stage of the application or interview process, contact our People Operations team at talent@caseware.com.

Background Check

All successful candidates will undergo background screening, which may include identity verification, criminal record checks, and/or reference checks, as appropriate to the role and location and in accordance with applicable law.

Security and Fraud

All employees are expected to apply security best practices and work within secure handling guidelines to perform assigned responsibilities when accessing data and business information.

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.