Account Executive

CaseWare; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible work options

Competitive salary

Comprehensive benefits

Performance bonuses

Job summary

Caseware is seeking an Account Executive for SMB Firms to drive sales of its OnPoint product suite, focusing on small firms in the U.S. market. This role involves significant prospecting and sales activities, primarily targeting sole proprietors.

The ideal candidate has tech sales experience, enjoys meeting sales goals, and embraces a hunter mentality. Caseware offers flexible remote work opportunities, a collaborative culture, and competitive compensation with performance recognition.

Qualifications

• 1+ years of experience in tech sales or customer-facing role, ideally SaaS.
• Demonstrated ability to achieve sales goals consistently.
• Experience in inside sales or account management.

Responsibilities

• Drive new, upsell, and cross-sell sales within the firm market.
• Utilize prospecting solutions to generate leads.
• Qualify inbound and outbound activities.

Skills

Tech sales experience

Customer communication

Lead development

CRM software

SaaS knowledge

Education

Bachelor's degree in business or related field

Tools

Salesforce

HubSpot

ZoomInfo

Job description

As an Account Executive SMB Firms at Caseware, your goal will be to drive new, upsell and cross‑sell sales of Caseware’s product 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 primarily sell our OnPoint suite of products to small firms and sole proprietors, targeting over 100,000 sole proprietors in the US market. With a strategic partnership with CPA.com, we expect significant marketing support.

We are building our Sales organization and you will be a founding member of the future of Sales Operations at Caseware. If you are a sales professional with a hunter mentality and enjoy pursuing new business, this role is for you. The role is split 50/50 between inbound and outbound activities, and is ideal for a success‑driven, achievement‑oriented individual who loves sales and performance rewards for exceeding sales goals.

Remote and open to all candidates who reside in and are eligible to work in the US (preferably on the East coast). A successful candidate will work in North American time zones—EST, MT, PST—time zone 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.
• Contacting customers, addressing their needs, and introducing them to the full scope of the CaseWare product suite based on lists generated by marketing and existing inbound leads.
• Qualifying inbound and outbound activities (calls and emails).
• Quickly and effectively establishing key relationships with decision‑makers within sole proprietors 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—meeting and exceeding monthly/quarterly revenue targets by 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.

What you will bring:

• 1+ years of experience in tech sales or 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:

• Innovation is at our core. We work with cutting‑edge technology in accounting and financial reporting.
• We are committed to a collaborative culture, where your ideas are valued and knowledge sharing is encouraged within a supportive, inclusive team.
• Work‑life balance is important to us. We offer flexible work options, remote opportunities, and generous time‑off policies to ensure a healthy work‑life balance.
• We offer competitive compensation, including a competitive salary and comprehensive benefits.
• We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
• Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
• We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.

Background Check:

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co, which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co.

One of Caseware's core values is Many Voices, One Team, and with that in mind we’re dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e‑mail our People Operations team at [e-mail].