Caseware

Account Manager, Internal Audit

Job Description

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 role focuses on retaining, expanding, and developing Caseware’s footprint within UK corporate and government organisations, with a particular emphasis on solutions that support internal audit teams, including:

•Caseware IDEA – Data analytics
•Caseware Extractly – AI-powered document analysis to Excel
•Caseware Validate – AI-driven financial statement comparison

You will be responsible for both new business development and account growth, using a consultative sales approach to identify opportunities for upselling licences, professional services, and cross-selling across the wider Caseware portfolio.
As a key member of a growing UK Sales team, you will play an important role in shaping the next evolution of our corporate sales strategy.


What you will do:
  • 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


    • What you will bring:
  • Proven success in software, SaaS, ERP, or technology sales
  • Some experience with data analytics products 
  • Demonstrated ability to win new business and grow existing accounts
  • 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)
  • You’ll also be comfortable working in a scaling sales organisation and excited to contribute as a key member of a growing team.

    • Apply Now
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