Account Executive

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

Given a list of contacts 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

Qualifying inbound and outbound activities (calls and emails)

Quickly and effectively establish key relationships with decision-makers within sole practitioners to small firms

Providing prospects with high-level solution overviews when required

Provide advice and value guidance to CaseWare prospects maximizing opportunities to build and accelerate revenue

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

Assisting with marketing automation

Other duties as required

What you will bring:

1+ years of experience in tech sales or in 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