Senior Account Manager

Logoslabs; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Remote opportunities

Travel allowances

Career growth opportunities

Job summary

Caseware is seeking a Senior Account Manager to represent our fintech-grade accounting software to major accounting clients. You’ll manage relationships across 30+ firms, drive revenue growth, and collaborate with International Strategic Account teams, Account Executives, and Marketing.

You will travel to the UK & Ireland, with a driving licence required. Reporting lines include the Sales Manager Practice Sector and Senior Sales Director UK & Ireland.

Qualifications

• Experience selling software, SaaS, ERP or tech products.
• Ability to build and manage a sales territory and plan.
• Proven quota attainment and pipeline management.
• Strong communication skills, both written and verbal.
• Forecasting revenue and achieving targets in a fast‑growth environment.
• Accounting industry knowledge is valued but not required.

Responsibilities

• Create and manage account plans for assigned clients.
• Schedule regular client visits to exceed expectations.
• Meet annual sales targets (minimum target stated).
• Demonstrate product features and benefits across offerings.
• Support marketing activities in your territory (events, webinars).
• Maintain CRM data and accurate pipeline forecasting.
• Handle inquiries with swift, professional responses.
• Prepare sales seminars and marketing resources as needed.
• Collaborate with team to drive revenue and growth.

Skills

Proven track record in software sales

Territory planning

Achieving sales quotas

Excellent verbal communication

Forecasting revenue

Accounting industry knowledge (valued)

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 a Senior Account Manager you will be the face of Caseware to some of our most important accounting clients and you will need to demonstrate strong relationship marketing skills.

With the support of colleagues, you will manage the relationship at some of our most important accounting firm clients, initially managing 30+ firms/offices. Using strong consultative selling skills, you will balance maximise sales opportunities while also partnering closely with internal stakeholders to achieve team goals and work towards Caseware’s mission plan.

You will also work closely with the International Strategic Account team, Account Executives and the Caseware Marketing team to develop an ongoing engagement strategy through regular client service activity, represent the CaseWare brand and suite of products at trade events, building rapport, and ultimately closing sales opportunities, whilst expanding revenue amongst our current client base.

The role will require travel in the UK and Ireland. Having a car and a valid driving licence is a hard requirement.

You will be reporting to:

Ricky Mahary, Sales Manager Practice Sector

Shez Hamill, Senior Sales Director UK & Ireland

What you will do:

• Create and maintain account plans for all assigned clients.

• Create and maintain a diary of regular client service visits and meetings to ensure that we regularly exceed our clients expectations.

• Achieve the reasonably set annual sales targets (never to be lower than £250,000).

• Proficiently demonstrate the features, benefits and capabilities of our various product offerings.

• Assist in the delivery of regular marketing activity in your territory, including attending events, conducting webinars etc.

• As a result of the above, to achieve agreed monthly and annual sales targets.

• Utilize all sales technologies, deepen the industry knowledge, and stay on top of the developments in the industry.

• Ensure that CRM records are accurate, informative and up to date for the sales territory under your management and that sales procedures are followed.

• Manage own ‘hot list’ tasks.

• Provide accurate sales pipeline and forecast information on a regular basis.

• Handling of any sales enquiries and ensure that enquiries are answered swiftly and professionally.

• Preparation of sales seminars.

• Assist in preparation of any marketing resources required to support campaign activity.

• Support colleagues during absence, mentor junior team members when appropriate and contribute to the “one team” ethic of the sales team.

What you will bring:

• Comfortable in growth mode of sales. We are in the building stages of our new sales organization and you will be an important member of this next evolution of our sales team.

• Proven track record of success in Software, SaaS, ERP, and/or Tech Sales.

• Previous sales experience and success in selling and winning new business opportunities.

• Experience building a territory and executing a territory plan.

• Consistent achievement of sales quota.

• Excellent verbal and written communication skills.

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

• Knowledge of the accounting profession is highly valued but not absolutely required.

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 such as health insurance and retirement plans.

• 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].

AI Usage:

The recruitment process may use AI assisted tools but not for candidate screening or assessment. All final hiring decisions are made by humans to ensure fairness, transparency, and oversight.

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