Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.
Be ready to discuss B2B account ownership for complex software, how you partner with technical and delivery teams, and examples of retaining or expanding professional-services clients. Tie answers to audit/finance tech adoption themes in recent Caseware news.
Strong fit if you manage multi-stakeholder software accounts and can translate firm needs into renewals and expansion. Thin public employee-sentiment and no salary figures in the source set—confirm both directly with Caseware.
As an Account Manager at Caseware, you would own client relationships for audit and reporting software: understand firm workflows, coordinate with sales and product on renewals and expansions, and keep implementations aligned with contract and delivery needs—supporting firms that standardize on Caseware platforms.
Audit and financial reporting technology used by accounting firms, including Dynamic Audit Solution (DAS) suites cited in recent partner announcements.
The listing flags remote=1 while naming Atlanta, Georgia; confirm hybrid expectations in the interview.
Yes—both Saylor Business & Management courses and the Google Project Management intro resources are listed as free.
Public-domain labor data — prepare examples for 2–3 of these.
Website: caseware.com
Public cache only — not an employee review.
Caseware Account Manager - Atlanta, Georgia About This Position At Caseware, a leading Fintech company with over 30 years of experience in audit and accounting software, we are seeking an experienced Account Manager to join our team. As part of the mid-market segment, your role will focus on managing a portfolio of 1500+ existing accounts across North America, with responsibilities including renewals, upselling, and cross-selling. This position is remote and open to all candidates who reside in or are eligible to work in the USA. Day-to-Day Responsibilities Develop and nurture long-term strategic relationships with high-value customers and prospects Manage a portfolio of 1500+ existing accounts across North America, focusing on renewals, upselling, and cross-selling Collaborate closely with sales teams to identify opportunities for growth and expansion Delight clients by providing exceptional service and support Work in North American time zones (EST, MT, PST) as assigned Qualifications Success-driven with a strong achievement-oriented mindset A proven sales professional with experience in managing mid-market segments Experience in renewals, upselling, and cross-selling strategies Strong relationship-building skills and a "Farmer/Nurturer" mentality Fluent in English; additional language skills are a plus Able to work remotely with minimal supervision Why Join Caseware Come join us at Caseware, where we pride ourselves on our global reach and diverse user base. With over 500,000 users across 130 countries and available in 16 different languages, you'll be part of a company that is not just leading the industry but also committed to excellence. We offer performance-based rewards for exceeding sales goals, making this an ideal opportunity for driven professionals. Next Steps If you are passionate about building long-lasting relationships and driving growth in the accounting and audit sector, we want to hear from you! To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
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