Account Executive

Job Summary

Driving new business growth, the full-time remote Account Executive will focus on upselling and cross-selling Caseware's product suite to small and medium-sized clients in the US market, leveraging both inbound and outbound sales strategies.

Key responsibilities

• Generate leads using prospecting tools and establish relationships with decision-makers in small firms and sole proprietorships
• Qualify inbound and outbound sales activities, providing high-level solution overviews and maximizing revenue opportunities
• Meet and exceed monthly and quarterly sales targets through effective prospecting and closing of new business

Required qualifications

• 1+ years of experience in tech sales or a customer-facing role, preferably in SaaS sales
• Strong understanding of technology sales processes, lead development, and forecasting
• Bachelor's degree in sales, business management, accounting, finance, or a related field
• Experience with CRM software such as Salesforce or HubSpot
• Foundational knowledge of accounting and financial processes and technologies