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Caseware

Posted 3 months ago

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Account Manager

SingaporeRemoteFull-time

AI Summary

Account Manager builds and maintains strategic relationships with C-level government clients, driving retention, upsell and cloud-solution adoption to maximize value.

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, you will build and maintain strong, strategic relationships with C-level customers, with a particular focus on the Government segment, by understanding their needs and delivering solutions that maximise value. You will drive customer success through proactive engagement, retention strategies, and growth initiatives, ensuring adoption of Caseware's evolving suite of cloud solutions.
Key Performance Areas include:
· New & Additional Business (Upsell, Cross-sell, Migration)
· Customer Retention & Satisfaction
· Revenue Growth (Net of CPI)
· Account Coverage & Engagement
❗This is a Full-time permanent position
📍This is a remote position and is available to all applicants residing and eligible to work in Singapore

What you will be doing:

  • Relationship Management: Develop and nurture relationships across all levels within assigned accounts, focusing on maximising customer lifetime value.
  • Account Planning: Create and maintain strategic account plans for key customers, identifying growth opportunities and aligning solutions to business objectives.
  • Growth Activities: Execute upsell, cross-sell, and renewal strategies to increase ARR and product adoption, including migration to cloud solutions.
  • Customer Success: Proactively mitigate risks that could lead to dissatisfaction or churn; optimise product usage and address financial matters promptly.
  • Inbound & Outbound Engagement: Manage revenue-related inquiries (new licenses, renewals, product information) and drive outbound engagement for growth.
  • Market Feedback: Provide actionable insights from customers and prospects to inform product development and service enhancements.
  • Forecasting & Reporting: Deliver accurate forecasts and participate in regular sales meetings to review performance and pipeline.
  • Industry Presence: Represent Caseware at relevant government and industry events to strengthen relationships and identify opportunities.
  • Presentation Excellence: Prepare and deliver compelling presentations and proposals, including professional PowerPoint decks tailored to client needs.
    • Team Commitments
  • Maintain confidentiality and data security in line with company policy.
  • Record all customer interactions in CRM (Salesforce experience highly regarded).
  • Collaborate with peers to achieve shared objectives.
  • Commit to continuous learning (minimum 48 hours professional development annually).
  • Enhance Caseware’s reputation by embracing innovation and adding value beyond core responsibilities.
    • Accounts
  • Accounts allocated based on expertise and strategic alignment with government, corporate and Firm segments.
  • Annual account review to optimise coverage and growth potential.
  • New inquiries and reactivated accounts assigned per experience and prior engagement history.
  • Dormant accounts released during annual review if inactive for 12 months.

    • What you will bring:

  • Bachelor’s degree in Business, Finance, Accounting, or a related field
  • 2–4 years in Account Management, Customer Success, or Inside Sales within a SaaS or technology environment
  • Exceptional presentation skills, including creating professional PowerPoint decks; consultative selling; strategic planning; and strong verbal and written communication
  • Solid understanding of audit and accounting processes, standards, and workflows; ability to engage confidently with finance and audit professionals
  • Knowledge of government procurement processes and compliance requirements (preferred)
  • CRM proficiency (Salesforce highly regarded); ability to present solutions effectively to both business and technical stakeholders
  • Energised, proactive, and motivated to exceed targets; thrives in a fast-paced, growth-oriented environment

    • Skills

    Account PlanningClient EngagementCloud SolutionsConsultative SellingCRMCross-sellData AnalysisForecastingGovernment ProcurementMigrationPipeline ManagementPowerPointPresentation SkillsProduct AdoptionProposal DevelopmentRelationship ManagementRenewalsRevenue ForecastingSaaS SalesSalesforceStakeholder ManagementStrategic PlanningUpsellVendor Management

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