Caseware is one of Canada’s original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
As Caseware enters its next phase of growth within the UK corporate sector, we are looking for a driven and results-oriented Account Executive to help expand our presence and unlock new opportunities across the market.
This role is a pure account management role focused on retaining, expanding, and developing Caseware’s within existing clients in the accounting sector, with a particular emphasis on firms outside of the UK and Ireland top 100.
You will be responsible for both new business development and account growth, using a consultative sales approach to identify opportunities for upselling licences, professional services, and cross‑selling across the wider Caseware portfolio. Caseware believes in nurturing talent and this role is an entry point into a growing sales team.
What you will do:
* Revenue Growth & Account Management:
o Retain and grow revenue within assigned corporate and government accounts
o Identify and develop new business opportunities within your assigned accounts.
o Achieve and exceed agreed annual sales targets (minimum £250,000)
o Build and execute a strategic territory plan
o Maintain a healthy sales pipeline and provide accurate forecasting
* Client Engagement & Solution Selling:
o Deliver compelling product demonstrations showcasing features, benefits, and value
o Apply consultative selling techniques to drive product adoption and increase client satisfaction
o Strengthen long‑term client relationships to maximize retention and NPS
o Respond to inbound enquiries promptly and professionally
* Marketing & Brand Representation:
o Partner with Marketing to deliver territory‑specific campaigns and engagement strategies
o Represent Caseware at industry events, webinars, seminars, and client meetings
o Support the preparation of marketing collateral and campaign resources
* Operational Excellence:
o Maintain accurate and up‑to‑date CRM records
o Follow established sales processes and procedures
o Manage priority tasks and opportunities effectively
o Support sales administration and wider team initiatives as required
AI Mindset:
* Operate with an AI‑first mindset, leveraging tools to enhance productivity, decision‑making, and day‑to‑day work.
* Champion a culture of AI experimentation — proactively explore, adopt, and share emerging tools relevant to your role.
What you will bring:
* Proven success in software, SaaS, ERP, or technology sales
* Experience building and executing a territory plan
* Consistent achievement of sales quotas in a high‑growth environment
* Strong forecasting and pipeline management capability
* Excellent written and verbal communication skills
* Commercial awareness and consultative selling mindset
* Knowledge of the accounting or audit profession (advantageous but not essential)
* Prior experience working for and/or selling directly to audit/advisory/assurance/accountancy firms
What’s in it for you:
* Innovation is at our core. We work with cutting‑edge 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.
* Work‑life balance is important to us. We offer flexible work options, remote opportunities, and generous time‑off policies to ensure a healthy work‑life 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:
Caseware’s cutting‑edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer‑focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.
EEO Statement:
One of Caseware’s core values is Many Voices, One Team and with that in mind, we’re 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.
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