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Caseware

Posted 3 months ago

Open

Account Executive

Maidstone, United KingdomRemote

AI Summary

Account Executive to retain and grow revenue within existing clients in the accounting sector, focusing on expanding relationships and upselling Caseware products outside the UK & Ireland top 100 accounts.

About this role

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!

As Caseware enters its next phase of growth within the UK corporate sector, we are looking for a driven and results-oriented Account Executive to help expand our presence and unlock new opportunities across the market.
This role is a pure account management role focused on retaining, expanding, and developing Caseware’s within existing clients in the accounting sector, with a particular emphasis on firms outside of the UK and Ireland top 100.
You will be responsible for both new business development and account growth, using a consultative sales approach to identify
opportunities for upselling licences, professional services, and cross-selling across the wider Caseware portfolio. Caseware believe in nurturing talent and this role is an entry point into a growing sales team.

What you will do:

  • Revenue Growth & Account Management:
  • Retain and grow revenue within assigned corporate and government accounts
  • Identify and develop new business opportunities within your assigned accounts.
  • Achieve and exceed agreed annual sales targets (minimum £250,000)
  • Build and execute a strategic territory plan
  • Maintain a healthy sales pipeline and provide accurate forecasting
  • Client Engagement & Solution Selling:
  • Deliver compelling product demonstrations showcasing features, benefits, and value
  • Apply consultative selling techniques to drive product adoption and increase client satisfaction
  • Strengthen long-term client relationships to maximise retention and NPS
  • Respond to inbound enquiries promptly and professionally
  • Marketing & Brand Representation:
  • Partner with Marketing to deliver territory-specific campaigns and engagement strategies
  • Represent Caseware at industry events, webinars, seminars, and client meetings
  • Support the preparation of marketing collateral and campaign resources
  • Operational Excellence:
  • Maintain accurate and up-to-date CRM records
  • Follow established sales processes and procedures
  • Manage priority tasks and opportunities effectively
  • Support sales administration and wider team initiatives as required
  • What you will bring:

  • Proven success in software, SaaS, ERP, or technology sales
  • Experience building and executing a territory plan
  • Consistent achievement of sales quotas in a high-growth environment
  • Strong forecasting and pipeline management capability
  • Excellent written and verbal communication skills
  • Commercial awareness and consultative selling mindset
  • Knowledge of the accounting or audit profession (advantageous but not essential)
  • Prior experience working for and/or selling directly to audit/advisory/assurance/accountancy firms
  • Skills

    Account ManagementClient MeetingsCollaborationConsultative SellingCRMCustomer Relationship ManagementERPForecastingIndustry EventsMarketing CollaborationPipeline ManagementPresentation SkillsProcurementProduct DemonstrationsSaaSSales ProcessesSoftware SalesTerritory Planning

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