Sales & Account Management (1)

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 Caseware enters its next phase of growth within the UK corporate sector, we are looking for a driven and results-oriented Account Executive to help expand our presence and unlock new opportunities across the market.

This role is a pure account management role focused on retaining, expanding, and developing Caseware’s within existing clients in the accounting sector, with a particular emphasis on firms outside of the UK and Ireland top 100.

You will be responsible for both new business development and account growth, using a consultative sales approach to identify

opportunities for upselling licences, professional services, and cross-selling across the wider Caseware portfolio. Caseware believe in nurturing talent and this role is an entry point into a growing sales team.

What you will do:

Revenue Growth & Account Management:
Retain and grow revenue within assigned corporate and government accounts
Identify and develop new business opportunities within your assigned accounts.
Achieve and exceed agreed annual sales targets (minimum £250,000)
Build and execute a strategic territory plan
Maintain a healthy sales pipeline and provide accurate forecasting
Client Engagement & Solution Selling:
Deliver compelling product demonstrations showcasing features, benefits, and value
Apply consultative selling techniques to drive product adoption and increase client satisfaction
Strengthen long-term client relationships to maximise retention and NPS
Respond to inbound enquiries promptly and professionally
Marketing & Brand Representation:
Partner with Marketing to deliver territory-specific campaigns and engagement strategies
Represent Caseware at industry events, webinars, seminars, and client meetings
Support the preparation of marketing collateral and campaign resources
Operational Excellence:
Maintain accurate and up-to-date CRM records
Follow established sales processes and procedures
Manage priority tasks and opportunities effectively
Support sales administration and wider team initiatives as required

Operate with an AI-first mindset, leveraging tools to enhance productivity, decision-making, and day-to-day work.

Champion a culture of AI experimentation — proactively explore, adopt, and share emerging tools relevant to your role

What you will bring:

Proven success in software, SaaS, ERP, or technology sales
Experience building and executing a territory plan
Consistent achievement of sales quotas in a high-growth environment
Strong forecasting and pipeline management capability
Excellent written and verbal communication skills
Commercial awareness and consultative selling mindset
Knowledge of the accounting or audit profession (advantageous but not essential)
Prior experience working for and/or selling directly to audit/advisory/assurance/accountancy firms

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

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.

Account Executive

Caseware

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