Inside Sales Representative
Inside Sales Representative
Posted on :
19-05-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
19-05-2025
Job Description
Caseware is one of Canadas original Fintech companies having led the global audit and accounting software industry for over 30 years with more than 500000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
As an Inside Sales Representative at Caseware your goal will be to drive new upsell and crosssell sales of Casewaresproduct suite with a focus on small and mediumsized clients within our US market.
Your role will be focused on sales within the firm market segment and will be primarily selling our OnPoint suite of products to small firms and sole proprietors. This is a massive opportunity because our research is showing 100000 sole proprietors in the US market alone and with our recent strategic partnership with we expect huge support in marketing.
We are going through a buildup of our Sales organization and you will be a founding member of the future of Sales Operations at Caseware. If are a Sales Professional with a huntermentality and going after new business is something that inspires you we want to hear from you! (This role will be 50/50 split between inbound & outbound activities). This role would be perfect for you if you are successdriven achievementoriented love sales and believe in performance rewards for exceeding sales goals.
This role is remote and is open to all candidates who reside and are eligible to work in US (preferably on the East coast).
Note a successful candidate will work in North American time zones EST MT PST (The time zone is TBD depending on the territory assigned).
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 decisionmakers within sole practitioners to small firms
- Providing prospects with highlevel 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 crossfunctional resources to contribute to sales and development strategy
- Assisting with marketing automation
- Other duties as required
What you will bring:
- 2 years of experience in tech sales or in a comparable customerfacing 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
- Selfdiscipline 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)
- Bachelors degree in sales business management accounting finance or a related field
- Prior work in the audit and accounting technology industry is a plus
Whats in it for you:
Innovation is at our core. We work with cuttingedge 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.
Worklife balance is important to us. We offer flexible work options remote opportunities and generous timeoff policies to ensure a healthy worklife 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:
Casewares cuttingedge software products are meticulously designed for accounting firms corporations and teams are continually collaborating innovating and building upon our existing suite of products. With a customerfocused 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 Casewares core values is Many Voices One Team and with that in mind were 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 email our People Operations team at
Background Check:
Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residingin the Netherlands and Germany are excluded from undergoing background checks via
Security and Fraud:
Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @ and our open positions are always listed on reputable job boards and on our website We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer proceed with extreme caution.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
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