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 a global SDR Team Leader, you will act as the senior point of expertise and best practice for Caseware's SDR function. Based in the UK, you will lead without direct line management responsibility, instead leading through influence, mentorship and expertise across regional SDR teams. You will set the standard for how the regional SDR teams operates - from outbound prospecting and pipeline generation through to tooling, reporting and process improvement - while continuing to contribute individually to pipeline creation.
You will align goals and activities with our global marketing plans to ensure Caseware achieves growth targets and work closely with the global Growth Marketing Directors to maximise pipeline creation.
This is a full-time, permanent position.
Location: This position is remote and available to all applicants residing and eligible to work in the UK.
What you will be doing:
1. Work closely with the regional SDR teams to provide them with support, mentorship and advice, leading through influence rather than direct line management
2. Be part of the recruitment process for new team members when applicable
3. Provide structured onboarding, coaching and training to new and existing team members across all regions, developing and maintaining SDR playbooks to ensure consistency globally
4. Encourage creativity and strategic thinking for outbound prospecting campaigns to generate leads
5. Share ideas and best practices with the team to contribute to growth
6. Work with the Growth Marketing Director, UK to ensure processes are as efficient as possible
7. Identify, evaluate and pilot new technologies and processes
8. Act as the primary point of contact and collaboration between regional SDR teams, ensuring consistent messaging, approach and performance standards across different time zones and markets
9. Define, track and report on the KPIs that measure both your own performance and the overall health of the global SDR function, including pipeline generated, conversion rates, activity metrics and team adoption of best practices
10. Use Salesforce effectively to ensure that reporting is accurate and relevant
11. Prospecting and building the sales pipeline for the Account Managers by engaging with prospects by phone, email, social media and at events
12. Identify key decision makers
13. Manage data in CRM to ensure all communications are logged and up-to-date
14. Effectively work with the marketing team to:
Support any promotional campaigns Help with content — ideas and briefing Suggest events and networking opportunities
15. Produce monthly reports to submit to your manager to show your success
What you’ll bring:
16. 3–5+ years of experience in a Sales Development, Business Development, or Inside Sales role, preferably in a B2B SaaS environment
17. 1+ year of experience in a team lead, mentorship, or senior SDR capacity
18. Exceptional written and verbal communication skills with the ability to craft compelling, personalized outreach at scale
19. Strong organizational skills and the ability to manage competing priorities in a fast-paced environment
20. A growth mindset, high level of resilience and genuine passion for sales development
21. Experience using CRM platforms (Salesforce preferred) and sales engagement tools (such as Sales Navigator, Outreach, Zoominfo etc.)
22. Ability to adapt to changing sales environment
23. Proactive and energetic
24. Solid understanding of marketing and sales functions and how this role contributes to their success
25. Proven track record of consistently achieving or exceeding KPIs
26. Ability to lead, coach and influence without direct line management authority
27. Analytical mindset with confidence interpreting sales data, building reports and drawing actionable insights
Nice to haves:
28. Experience working in a similar role in the accounting or audit industry
29. Familiarity with Caseware’s product suite
30. Experience working in or leading a global or multi-regional team
31. Degree in Business, Marketing or a related field or qualifications from the ISM
32. Sales training certification
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.