The Sales Development Representative will manage lead generation, book meetings for the sales team, and engage with prospects through various channels to drive sales.
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 Sales Development Representative you will promote Caseware’s products and solutions to the accounting and corporate markets within a dedicated geographical area. You will manage both inbound and outbound lead generation, building relationships and nurturing warm prospects, with the goal of booking a qualified meeting with a sales executive. You will have your own pipeline of interested prospects to manage and engage. You will be commissioned on meetings that occurred. These meetings are key to our success in generating pipeline, bookings and revenue.
❗This is a full-time, remote, permanent position supporting the North American region including both the US and Canada.
📍 Location: This position is available to all applicants residing and eligible to work in Toronto, ON or US (remote)
What you will be doing:
- Book sales calls and demonstrations for the Sales Team
- Generate a pipeline of leads and opportunities using our existing database as well as multiple tools available to you
- Understand the industry, as well as customer requirements
- Through phone, email and social media engage those contacts with the Caseware brand
- Respond, engage and qualify inbound leads
- Effectively partner with peers to support demand generation campaigns.
- Use our CRM and/or reporting system effectively to ensure that reporting is accurate and Relevant.
- Represent Caseware professionally at any relevant events: engage with delegate, capture leads, and feedback to the team any interesting information gained around competitors, market etc.
- Produce monthly reports to submit to your manager to show your success
- Contribute to the achievement of team SQL targets
What you will bring:
- Strong relationship building and communication skills
- Positive attitude and resilent disposition
- Friendly and personable nature
- Diligent data management
- Ability to adapt to changing environment
- Proactive and energetic
- Solid understanding of marketing and sales functions and how this role contributes to their success
- Proven track record of achieving KPIs
Nice to have:
- Experience working in a similar role
- Experience in the accounting industry
- Experience working with CRM systems (ideally Salesforce), LinkedIn Sales Navigator and Sales Loft.
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.
Top Skills
Crm Systems
Linkedin Sales Navigator
Sales Loft
Salesforce
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