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 believe in nurturing talent and this role is an entry point into a growing sales team.
Revenue Growth & Account Management:
Retain and grow revenue within assigned corporate and government accounts
Identify and develop new business opportunities within your assigned accounts.
Achieve and exceed agreed annual sales targets (minimum £250,000)
Build and execute a strategic territory plan
Maintain a healthy sales pipeline and provide accurate forecasting
Client Engagement & Solution Selling:
Deliver compelling product demonstrations showcasing features, benefits, and value
Apply consultative selling techniques to drive product adoption and increase client satisfaction
Strengthen long-term client relationships to maximise retention and NPS
Respond to inbound enquiries promptly and professionally
Marketing & Brand Representation:
Partner with Marketing to deliver territory-specific campaigns and engagement strategies
Represent Caseware at industry events, webinars, seminars, and client meetings
Support the preparation of marketing collateral and campaign resources
Operational Excellence:
Maintain accurate and up-to-date CRM records
Follow established sales processes and procedures
Manage priority tasks and opportunities effectively
Support sales administration and wider team initiatives as required
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
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