Account Manager

Logoslabs; San Francisco (CA); Remote; USD 70,000 - 120,000; Full time

Job summary

Caseware in the United States is seeking an Account Manager to nurture long-term relationships with high-value customers across North America, focusing on renewals, upselling, and cross-selling while supporting accounting and audit partners.

You will manage a 1500+ account portfolio, work across Sales, Finance and Customer Success, and operate in North American time zones. This remote role requires at least 1 year of SaaS sales experience and a proven track record of meeting quota.

Qualifications

• 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.

Responsibilities

• Contact customers from daily leads and introduce them to the Caseware product suite.
• Establish relationships with decision-makers within large enterprises and Accountant partners.
• Manage subscription and support renewals.
• Refine renewal strategies to reduce churn.
• Provide guidance to prospects to maximize revenue opportunities.
• Cross-sell and upsell Caseware products with the Sales team.
• Monitor sales goals and drive revenue growth.
• Create action plans with cross-functional resources.
• Bridge between Sales, Finance and Customer Success.

Skills

SaaS sales

Territory planning

Quota carrying

Sales forecasting

Renewals

Upselling

Cross-selling

Account management

CRM experience

Tools

Salesforce

Job description

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

What's in it for you:

• Innovation is at our core. We work with cutting‑edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.

• 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.

About Caseware:

Caseware's cutting‑edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer‑focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

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 [email protected].

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

Security and Fraud:

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.