• Drive new, upsell and cross-sell sales of Caseware’s product suite with a focus on small and medium-sized clients within our US market. • Focused on sales within the firm market segment, primarily selling OnPoint suite of products to small firms and sole proprietors. • Use prospecting solutions like ZoomInfo and LinkedIn to generate leads within a defined territory and region. • Create and execute email campaigns using sales and marketing assets. • Contact customers from marketing generated contacts as well as existing inbound leads, addressing their needs and introducing them to CaseWare product suite. • Quickly establish key relationships with decision-makers within sole practitioners to small firms. • Provide prospects with high-level solution overviews when necessary. • Offer advice and guidance to CaseWare prospects maximizing opportunities to accelerate revenue. • Meet and exceed monthly/quarterly revenue targets through prospecting, securing meetings, and closing new business. • Engage appropriate CaseWare cross-functional resources to contribute to sales strategy. • Assist with marketing automation, and carry out other duties as needed.