Posted 1 month ago

Account Manager

AtlantaRemote

AI Summary

Manages a portfolio of 1500+ existing accounts for Caseware, focusing on renewals, upselling, and cross-selling for mid-market accounting firms. Builds strategic relationships with decision-makers, supports customers across North America, and drives revenue growth through prospecting and closing new business.

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 an Account Manager at Caseware, your goal will be to develop and nurture positive, long-term, and strategic relationships with our highest-value customers and prospects and be responsible for supporting our existing accounting and audit partners across North America.

Your role will be focusing on managing the mid-market segment - accounting firms. You will inherit and oversee a portfolio of 1500+ existing accounts and your main efforts will be focused on renewals, upselling, and cross-selling.

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. If you are a Sales professional with a "Farmer/Nurturer" mentality who is inspired by building long-lasting relationships with clients, delighting them, and growing their book of business, we want to hear from you.

❗This role is remote and is open to all candidates who reside and are eligible to work in USA.

❗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:

Given a daily list of leads 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

Quickly and effectively establish key relationships with decision-makers within large enterprises and Accountant partners

Managing the different facets of subscription and support renewals

Refining renewal strategies that proactively engage a client in chopping the churn rates

Provide advice and value guidance to Caseware prospects maximizing opportunities to build and accelerate revenue

Cross-sell and upsell Caseware products and services while collaborating with the Sales team and senior leadership within key accounts in the territory

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

Bridging between Sales, Finance and Customer Success

What you will bring:

Minimum of 1 year of experience in a tech/SaaS sales role

Proven record of success in Software, SaaS, ERP, and/or Tech Sales in a quota-carrying role

Experience building a new territory and executing a territory plan

A record of consistent achievement of sales quota

Knowledge of forecasting revenue levels and achieving sales targets in a high-growth environment

Self-discipline, GSD mentality, and a strong desire to succeed

Background in accounting/internal audit is a strong asset

Skills

Account ManagementChurn ReductionCross-sellingERP SalesLead GenerationQuota ManagementRevenue ForecastingSaaS SalesSalesforceSubscription ManagementTech SalesTerritory PlanningUpselling