高级客户经理
Senior Account Manager
作为高级客户经理，你将成为Caseware与一些最重要会计客户之间的主要联系人，并需要展示出色的关系营销技能。
在同事的支持下，你将管理我们一些最重要的会计事务所客户的合作关系，最初负责30家以上的公司/办公室。运用强大的咨询式销售技巧，你将在最大化销售机会的同时，与内部利益相关者紧密合作，实现团队目标并推动Caseware的使命计划。
你还将与国际战略客户团队、客户经理和Caseware市场团队密切合作，通过定期的客户服务活动制定持续的客户参与策略，代表Caseware品牌和产品系列参加行业展会，建立信任关系，并最终促成销售机会，同时扩大现有客户群的收入。
该职位需要在英国和爱尔兰出差。拥有汽车和有效的驾驶执照是硬性要求。
你将向以下人员汇报：
Ricky Mahary，实践部门销售经理
Shez Hamill，英国和爱尔兰高级销售总监
加入我们你能获得：
▪️创新是我们核心。我们在会计和财务报告领域使用前沿技术，不断突破界限，创造有影响力的软件解决方案。
▪️我们致力于协作文化，重视你的想法，鼓励知识共享，在一个支持性和包容性的团队中共同成长。
▪️工作与生活的平衡对我们很重要。我们提供灵活的工作方式、远程办公机会以及丰厚的休假政策，以确保健康的工作与生活平衡。
▪️我们提供具有竞争力的薪酬，包括具有竞争力的薪资和全面的福利，如健康保险和退休计划。
▪️我们致力于有影响力的工作。你的贡献直接影响客户如何管理财务流程并推动他们的成功。
▪️认可和奖励对我们很重要。我们通过认可计划、绩效奖金和职业发展机会来庆祝努力工作。
查看英文原文
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 Senior Account Manager you will be the face of Caseware to some of our most important accounting clients and you will need to demonstrate strong relationship marketing skills.
With the support of colleagues, you will manage the relationship at some of our most important accounting firm clients, initially managing 30+ firms/offices. Using strong consultative selling skills, you will balance maximise sales opportunities while also partnering closely with internal stakeholders to achieve team goals and work towards Caseware’s mission plan.
You will also work closely with the International Strategic Account team, Account Executives and the Caseware Marketing team to develop an ongoing engagement strategy through regular client service activity, represent the CaseWare brand and suite of products at trade events, building rapport, and ultimately closing sales opportunities, whilst expanding revenue amongst our current client base.
The role will require travel in the UK and Ireland. Having a car and a valid driving licence is a hard requirement.
You will be reporting to:
Ricky Mahary, Sales Manager Practice Sector
Shez Hamill, Senior Sales Director UK & Ireland
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 talent@caseware.com.
AI Usage:
The recruitment process may use AI assisted tools but not for candidate screening or assessment. All final hiring decisions are made by humans to ensure fairness, transparency, and oversight.
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.
What you will do:
• Create and maintain account plans for all assigned clients.
• Create and maintain a diary of regular client service visits and meetings to ensure that we regularly exceed our clients expectations.
• Achieve the reasonably set annual sales targets (never to be lower than £250,000).
Proficiently demonstrate the features, benefits and capabilities of our various product offerings.
• Assist in the delivery of regular marketing activity in your territory, including attending events, conducting webinars etc.
• As a result of the above, to achieve agreed monthly and annual sales targets.
• Utilize all sales technologies, deepen the industry knowledge, and stay on top of the developments in the industry.
• Ensure that CRM records are accurate, informative and up to date for the sales territory under your management and that sales procedures are followed.
• Manage own ‘hot list’ tasks.
• Provide accurate sales pipeline and forecast information on a regular basis.
• Handling of any sales enquiries and ensure that enquiries are answered swiftly and professionally.
• Preparation of sales seminars.
• Assist in preparation of any marketing resources required to support campaign activity.
• Support colleagues during absence, mentor junior team members when appropriate and contribute to the “one team” ethic of the sales team.
What you will bring:
• Comfortable in growth mode of sales. We are in the building stages of our new sales organization and you will be an important member of this next evolution of our sales team.
• Proven track record of success in Software, SaaS, ERP, and/or Tech Sales.
• Previous sales experience and success in selling and winning new business opportunities.
• Experience building a territory and executing a territory plan.
• Consistent achievement of sales quota.
• Excellent verbal and written communication skills.
• Knowledge of forecasting revenue levels and achieving sales targets in a high-growth environment.
• Knowledge of the accounting profession is highly valued but not absolutely required.