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 an Account Manager at Caseware, you will build and maintain strong, strategic relationships with C-level customers, with a particular focus on the Government segment, by understanding their needs and delivering solutions that maximise value. You will drive customer success through proactive engagement, retention strategies, and growth initiatives, ensuring adoption of Caseware's evolving suite of cloud solutions.
Key Performance Areas include:
· New & Additional Business (Upsell, Cross-sell, Migration)
· Customer Retention & Satisfaction
· Revenue Growth (Net of CPI)
· Account Coverage & Engagement
❗This is a Full-time permanent position
📍 This role is hybrid. The successful candidate will be working from the office and home. The Caseware Australia office is located at L4, 365 Little Collins Street, Melbourne, VIC 3000
What you will be doing:
- Relationship Management: Develop and nurture relationships across all levels within assigned accounts, focusing on maximising customer lifetime value.
- Account Planning: Create and maintain strategic account plans for key customers, identifying growth opportunities and aligning solutions to business objectives.
- Growth Activities: Execute upsell, cross-sell, and renewal strategies to increase ARR and product adoption, including migration to cloud solutions.
- Customer Success: Proactively mitigate risks that could lead to dissatisfaction or churn; optimise product usage and address financial matters promptly.
- Inbound & Outbound Engagement: Manage revenue-related inquiries (new licenses, renewals, product information) and drive outbound engagement for growth.
- Market Feedback: Provide actionable insights from customers and prospects to inform product development and service enhancements.
- Forecasting & Reporting: Deliver accurate forecasts and participate in regular sales meetings to review performance and pipeline.
- Industry Presence: Represent Caseware at relevant government and industry events to strengthen relationships and identify opportunities.
- Presentation Excellence: Prepare and deliver compelling presentations and proposals, including professional PowerPoint decks tailored to client needs.
Team Commitments
- Maintain confidentiality and data security in line with company policy.
- Record all customer interactions in CRM (Salesforce experience highly regarded).
- Collaborate with peers to achieve shared objectives.
- Commit to continuous learning (minimum 48 hours professional development annually).
- Enhance Caseware’s reputation by embracing innovation and adding value beyond core responsibilities.
Accounts
- Accounts allocated based on expertise and strategic alignment with government, corporate and Firm segments.
- Annual account review to optimise coverage and growth potential.
- New inquiries and reactivated accounts assigned per experience and prior engagement history.
- Dormant accounts released during annual review if inactive for 12 months.
What you will bring:
- Bachelor’s degree in Business, Finance, Accounting, or a related field
- 2–4 years in Account Management, Customer Success, or Inside Sales within a SaaS or technology environment
- Exceptional presentation skills, including creating professional PowerPoint decks; consultative selling; strategic planning; and strong verbal and written communication
- Solid understanding of audit and accounting processes, standards, and workflows; ability to engage confidently with finance and audit professionals
- Knowledge of government procurement processes and compliance requirements (preferred)
- CRM proficiency (Salesforce highly regarded); ability to present solutions effectively to both business and technical stakeholders
- Energised, proactive, and motivated to exceed targets; thrives in a fast-paced, growth-oriented environment
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.
