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    Account Executive

    CaseWare

    🇺🇸 United States
    Remote
    SaaS
    Hybrid
    See your match score
    Posted 3 weeks ago
    Work Type

    Remote

    Vertical

    SaaS

    Source

    himalayas

    About this role

    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 an Account Executive SMB Firms at Caseware, your goal will be to drive new, upsell and cross-sell sales of Caseware’sproduct suite with a focus on small and medium-sized clients within our US market.

    Your role will be focused on sales within the firm market segment and will be primarily selling our OnPoint suite of products to small firms and sole proprietors. This is a massive opportunity because our research is showing 100,000+ sole proprietors in the US market alone, and with our recent strategic partnership with we expect huge support in marketing.

    We are going through a build-up of our Sales organization, and you will be a founding member of the future of Sales Operations at Caseware. If are a Sales Professional with a hunter-mentality and going after new business is something that inspires you, we want to hear from you! (This role will be 50/50 split between inbound & outbound activities).

    This role would be perfect for you if you are success-driven, achievement-oriented, love sales, and believe in performance rewards for exceeding sales goals.

    This role is remote and is open to all candidates who reside and are eligible to work in US (preferably on the East coast).❗Note, a successful candidate will work in North American time zones - EST, MT, PST (The time zone is TBD depending on the territory assigned).

    What you will be doing: Using prospecting solutions like ZoomInfo and LinkedIn to generate leads within a defined territory and region. Using sales and marketing assets to create email campaigns Given a list of contacts generated by marketing as well as existing inbound leads, contact

    Tools & Tech Stack

    ZoomInfo

    Commission Structure

    Base Salary

    Not disclosed — ask in interview

    Commission

    Structure not specified

    OTE

    $,

    Split

    50/50

    Ramp Period

    Not mentioned — clarify timeline

    Selling Motion

    Sales Cycle

    SMB / Transactional

    Under 1 month, high-velocity closing

    Prospecting

    Hybrid

    Mix of inbound leads and outbound prospecting

    Buyer Persona

    C-Suite

    Selling to executive decision-makers

    Requirements at a Glance

    Bachelor's Degree·Required
    Prospecting·Required skill

    Typical Day — Account Executive

    Stakeholder meetings3–5/week
    Executive presentations2–3/week
    Business cases & RFPs1–2/week
    Forecast & pipeline2×/week
    Champion coachingDaily

    Estimates based on role type and selling motion — actual may vary by company.

    Role Signals

    Green Flags

    ✓
    Inbound Leads

    Warm leads provided

    ✓
    Remote Friendly

    Location flexibility

    SaaS — Interview Intel

    Typical Sales Cycle

    30–90 days (SMB) · 3–9 months (Mid-Market) · 6–18 months (Enterprise)

    Common Buyer Objections

    • "We're locked into a contract with [competitor]"
    • "We built something in-house already"
    • "We don't have budget until next quarter"
    • "Our team won't adopt another tool"

    Key Industry Metrics

    ARR / MRRNet Revenue Retention (NRR)CAC Payback PeriodLogo Churn vs Revenue ChurnACV (Avg Contract Value)Magic Number

    Hot Topics to Reference

    • • AI-native product disruption
    • • PLG vs sales-led motion debate
    • • Vertical SaaS consolidation
    • • Usage-based pricing models

    Use these insights to speak the buyer's language in interviews.

    Tags

    Account-Executive
    SaaS-Sales
    B2B-Sales
    Sales-Development
    SMB-Sales
    —

    Walk me through your discovery process.

    Template question
    —

    How do you handle a prospect who goes silent mid-deal?

    Template question
    —

    Tell me about your largest closed deal and the sales cycle.

    Template question
    —

    How do you build business cases for stakeholders?

    Template question
    —

    Describe a deal you lost and what you learned.

    Template question
    Research CaseWare's product, recent news, and key competitors
    Prepare metrics: quota attainment %, average deal size, win rate
    Practice a 2-minute product demo pitch for a mock discovery call
    Prepare to discuss your home office setup and self-management discipline
    Review the job description and map your experience to each requirement
    Role Insights

    This Account Executive position at CaseWare involves managing the full sales cycle from prospecting through close.

    SaaS sales roles typically involve consultative selling with longer deal cycles.

    This remote-friendly role provides geographic flexibility while maintaining access to a SaaS market.

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