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 New Business Account Manager to help expand our presence and unlock new opportunities across the market.
This is a true hunter role, focused on winning new logo clients across accounting firms in the UK and Ireland. You will play a key role in driving revenue growth by identifying new business opportunities and building strong relationships with prospective clients.
Using a consultative sales approach, you will uncover client needs and position Caseware’s innovative solutions — including our software, professional services, and broader product portfolio — to deliver measurable value and long-term partnerships.
Revenue Growth & Account Management:
Identify and develop new business opportunities within the your assigned territory
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
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/accountancy/assurance firms