lever
Account Executive
Caseware
Remote, USA
Full-time
Entry
Remote
Discovered 1 weeks ago
Free
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- 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
- 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
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