Strategic Account Manager

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 Strategic Account Manager, your responsibility is to maintain and grow relationships with our key clients while driving revenue growth through expansion and new business. Your role is crucial in ensuring client satisfaction, driving revenue growth, and identifying opportunities for new logos, upselling and cross-selling Caseware’s cloud solutions. You will act as the primary point of contact for our clients, comprehending their business needs and providing strategic solutions to help them achieve their objectives. This position demands exceptional communication, negotiation, and problem-solving skills, as well as a deep understanding of the industry and our clients’ businesses.

❗This is a Full time, permanent position.

📍 Location:  

This is a remote position and is available to all applicants residing and eligible to work in US or Canada (Toronto).

What you will be doing:

• Cultivate and sustain robust relationships with key clients, acting as their primary point of contact for all inquiries, concerns, and escalations.
• Comprehend clients’ business objectives, challenges, and market trends to provide strategic counsel and solutions that align with their goals.
• Conduct regular business reviews with clients to evaluate their satisfaction, identify areas for improvement, and uncover opportunities for growth.
• Collaborate with internal teams, including Sales, Marketing, and Product Development, to ensure client needs are met and exceeded.
• Identify opportunities for upselling and cross-selling, working in close collaboration with the Solution Consulting and Product teams to develop account expansion strategies, particularly migration to our cloud solutions.
• Monitor and analyze client performance metrics, providing insights and recommendations for improvement across marketing, sales support and product teams.
• Remain current with industry trends, the competitive landscape, and market conditions to proactively identify potential risks and opportunities for our clients.
• Track and report on key account metrics and milestones that push the sales process forward and provide a positive customer experience, such as activity, revenue growth, customer retention, and client satisfaction, to senior management.
• Coordinate with internal stakeholders and partners to ensure smooth pilot evaluation, project implementation and successful delivery of services.
• Attend industry events and conferences to build relationships with existing clients and generate new business leads.
• Manage accurate pipeline and account activity in Salesforce.

What you will bring:

• Strong interpersonal and communication skills, with the ability to build rapport and trust with clients.
• Excellent problem-solving and analytical skills, with the ability to identify and address client needs effectively.
• Proven track record in account management, with a focus on strategic relationship building, driving the sales process in a complex selling environment and achieving revenue growth targets.
• Ability to manage multiple accounts simultaneously while maintaining a high level of attention to detail.
• Strong negotiation and influencing skills, with the ability to drive results and overcome obstacles.
• Exceptional organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Proficient in using Salesforce, Microsoft Office suite and other relevant tools to manage client relationships and track client interactions and key client information.
• Knowledge of the industry trends, market dynamics, and best practices in account management.
• Demonstrated ability to work independently and as part of a team, collaborating with cross-functional departments both internally and externally.




• Required Qualifications
• Either 5+ years’ experience as an account manager selling SAAS products to the US public accounting industry or 5+ years’ experience in assurance services, either as a former auditor or working in a national office/innovation role at a large accounting firm.
• Strong knowledge of the industry and the ability to understand clients' business objectives and challenges to effectively communicate value across different stakeholders.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite and Salesforce.
• Ability to travel for client meetings and industry events as required.
• Strong problem-solving skills and ability to think strategically.
• Proven ability to meet and exceed sales targets.
• Demonstrated ability to build and maintain strong client relationships.
• Excellent presentation and negotiation skills.




• Desired Qualifications/Nice to have:
• Bachelor's degree in Business Administration, Marketing, Accounting or a related field.
• Proven experience in account management, preferably in a consultative, complex sales environment.
• Experience using Caseware Products or other audit solutions
• Experience in public accounting industry and the SaaS solutions offered, as well as customer buying cycles unique to the industry

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.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

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. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at [email protected].

Background Check:

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co 

Security and Fraud:

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.