About this Strategic Account Manager role at Caseware
Caseware combines over 35 years of industry expertise with AI-powered technology to transform how audit and accounting professionals work. Serving organizations across 130 countries, we bring intelligent automation directly into audit and financial reporting workflows—helping professionals reduce manual work, navigate complexity, and focus on informed decisions. Join our global team and help build technology that strengthens trust in financial information.
As a Senior Account Manager you will be the face of Caseware to some of our most important accounting clients and you will need to demonstrate strong relationship marketing skills.
With the support of colleagues, you will manage the relationship at some of our most important accounting firm clients, initially managing 30+ firms/offices. Using strong consultative selling skills, you will balance maximise sales opportunities while also partnering closely with internal stakeholders to achieve team goals and work towards Caseware’s mission plan.
You will also work closely with the International Strategic Account team, Account Executives and the Caseware Marketing team to develop an ongoing engagement strategy through regular client service activity, represent the CaseWare brand and suite of products at trade events, building rapport, and ultimately closing sales opportunities, whilst expanding revenue amongst our current client base.
The role will require travel in the UK and Ireland. Having a car and a valid driving licence is a hard requirement.
You will be reporting to:
Ricky Mahay, Sales Manager Practice Sector
Shez Hamill, Senior Sales Director UK & Ireland
What you will do:
• Create and maintain a diary of regular client service visits and meetings to ensure that we regularly exceed our clients expectations.
• Achieve the reasonably set annual sales targets (never to be lower than £250,000).
Proficiently demonstrate the features, benefits and capabilities of our various product offerings.
• Assist in the delivery of regular marketing activity in your territory, including attending events, conducting webinars etc.
• As a result of the above, to achieve agreed monthly and annual sales targets.
• Utilize all sales technologies, deepen the industry knowledge, and stay on top of the developments in the industry.
• Ensure that CRM records are accurate, informative and up to date for the sales territory under your management and that sales procedures are followed.
• Manage own ‘hot list’ tasks.
• Provide accurate sales pipeline and forecast information on a regular basis.
• Handling of any sales enquiries and ensure that enquiries are answered swiftly and professionally.
• Preparation of sales seminars.
• Assist in preparation of any marketing resources required to support campaign activity.
• Support colleagues during absence, mentor junior team members when appropriate and contribute to the “one team” ethic of the sales team.
What you will bring:
• Proven track record of success in Software, SaaS, ERP, and/or Tech Sales.
• Previous sales experience and success in selling and winning new business opportunities.
• Experience building a territory and executing a territory plan.
• Consistent achievement of sales quota.
• Excellent verbal and written communication skills.
• Knowledge of forecasting revenue levels and achieving sales targets in a high-growth environment.
• Knowledge of the accounting profession is highly valued but not absolutely required.
What's in it for you:
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Shape what’s next with AI: Help transform audit and accounting through AI-powered technology. Explore new ways to bring AI into our own workflows, rethink how work gets done, and turn ideas into meaningful improvements for our teams and customers.
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Make an impact that matters: Contribute to solutions that help professionals navigate complexity, make informed decisions, and strengthen trust in financial information around the world.
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Bring your voice. Expand your perspective: Collaborate with a diverse global team where your ideas are valued, knowledge is shared, and different perspectives lead to better outcomes.
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Build a career that grows with you: Develop your skills, take on new challenges, and explore career opportunities as our business and technology evolve.
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Thrive at work and beyond: Enjoy competitive compensation, comprehensive benefits, recognition programs, and performance bonuses, alongside flexible work options, remote opportunities, and generous time off.
Many Voices, One Team:
We’re committed to building teams as diverse as our customers through equitable and inclusive hiring. We welcome candidates of all backgrounds. If you need accommodations or have questions at any stage of the application or interview process, contact our People Operations team at talent@caseware.com.
Background Check:
All successful candidates will undergo background screening, which may include identity verification, criminal record checks, and/or reference checks, as appropriate to the role and location and in accordance with applicable law.
Security and Fraud:
All employees are expected to apply security best practices and work within secure handling guidelines to perform assigned responsibilities when accessing data and business information.
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.
