Caseware2mo ago

Strategic Account Manager

Atlanta · Georgia - AtlantaRemoteFull Time - Permanentmid

SalesAccount ManagerStrategic Account Manager

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Overview

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,

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SalesAccount ManagerStrategic 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.

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.

3+ years of experience as an account manager selling SAAS products to the US public accounting industry or 3+ years’ experience in assurance services, either as a former auditor or working in a national office/innovation role at a large accounting firm.

Ability to query various sources such as Hubspot, Salesforce, ZoomInfo, and LinkedIn Nav to identify opportunities

Self-discipline, GSD mentality, and a strong desire to succeed

Record of consistent achievement of goals

A foundational understanding of technology sales, forecasting, and lead development processes

A foundational understanding of accounting and financial processes and technologies

Experience or understanding of sales, campaign, and marketing automation solutions

Prior experience in inside sales, account management, client success, or client services

Proven ability to manage and prioritize a high volume of daily tasks and leads

Demonstrable ability to communicate, present and influence key stakeholders

Excellent discovery, listening and presentation abilities

Strong verbal and written communication skills

Experience mapping customer requirements, needs and goals to solution capabilities, benefits and outcomes

Experience with CRM software (e.g., Salesforce, HubSpot)

Bachelor's degree in sales, business management, accounting, finance, or a related field

Prior work in the audit and accounting technology industry is a plus

Listing Details

Posted: February 10, 2026
First seen: March 26, 2026
Last seen: April 24, 2026

Posting Health

Days active: 29
Repost count: 0
Trust Level: 39%
Scored at: April 24, 2026

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Caseware

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Caseware International Inc. is a global leader in developing audit, assurance, financial reporting, and data analytics software for accounting firms, corporations, and governments. Founded in 1988, the Toronto-based company provides cloud-enabled solutions to over 500,000 users in 130 countries.

Employees

750

Founded

1988

Domain

Jobs

External application · ~5 min on Caseware's site

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