About the role
TL;DR
Manage and grow relationships with accounting firms, focusing on renewals, upsells, and cross-sells.
- •Caseware is a leading Fintech company in the audit and accounting software industry.
- •As an Account Manager, you will develop and nurture strategic relationships with high-value customers and prospects, focusing on the mid-market segment of accounting firms.
- •Key Responsibilities Manage a portfolio of 1500+ existing accounts, focusing on renewals, upselling, and cross-selling.
- •Address customer needs and introduce them to the full scope of Caseware products.
- •Establish key relationships with decision-makers within large enterprises and accountant partners.
- •Refine renewal strategies to proactively engage clients and reduce churn.
- •Requirements 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.
- •Background in accounting/internal audit is a strong asset.
Required skills
SalesAccount ManagementCRMSalesforceHubSpotExcelPowerPointNegotiationLead GenerationCustomer Service
Nice-to-have skills
Accounting
Domain expertise
fintechproductivity
Tech stack
CRMSalesforceHubSpotExcelPowerPoint
