Account Manager
Core
Develop and nurture strategic relationships with mid-market accounting firms to drive renewals, upselling, and cross-selling of audit and accounting software.
Role type
Mid-market SaaS Account Manager (renewals & expansion)
Builds
Caseware audit and accounting software suite for accounting and audit partners
Domain
Fintech / Accounting Software
Deliverable
product features
Required skills
SaaS sales, quota-carrying, territory management, revenue forecasting, churn reduction, cross-functional collaboration
Preferred skills
Accounting or internal audit background
Technologies
Caseware product suite
Responsibilities
Manage a portfolio of 1500+ accounts focusing on renewals, upselling, and cross-selling; Establish key relationships with decision-makers in accounting firms; Proactively engage clients to reduce churn; Collaborate with Sales and senior leadership to accelerate revenue; Bridge between Sales, Finance, and Customer Success teams.
Seniority
Individual Contributor, mid-level sales professional
