Account Executive
Core
Drive new, upsell, and cross-sell sales of Caseware's OnPoint audit and accounting software suite to small and medium-sized firms and sole proprietors in the US market.
Role type
Account Executive (SMB Firms)
Builds
OnPoint product suite for small accounting firms and sole proprietors
Domain
Fintech / Audit and Accounting Software
Deliverable
product features
Required skills
SaaS sales, lead generation, email campaign creation, CRM management, sales forecasting, solution selling, revenue target management, cross-functional collaboration
Preferred skills
Accounting software sales experience, marketing automation experience, audit/financial industry knowledge
Technologies
ZoomInfo, LinkedIn, HubSpot, Salesforce, CaseWare OnPoint
Responsibilities
Generate leads using prospecting solutions, contact customers to address needs and introduce product suite, qualify inbound and outbound activities, establish relationships with decision-makers, provide solution overviews and value guidance, monitor and exceed revenue targets, execute action plans to engage cross-functional resources, assist with marketing automation
Seniority
Individual Contributor, 1+ years experience
