Caseware
Sales Development Representative - Team Leader
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Sales Development Representative - Team Leader
About Caseware
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!
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 email our People Operations team at talent@caseware.com.
About the Role
As a global SDR Team Leader, you will act as the senior point of expertise and best practice for Caseware's SDR function. Based in the UK, you will lead without direct line management responsibility, instead leading through influence, mentorship and expertise across regional SDR teams. You will set the standard for how the regional SDR teams operates - from outbound prospecting and pipeline generation through to tooling, reporting and process improvement - while continuing to contribute individually to pipeline creation.
You will align goals and activities with our global marketing plans to ensure Caseware achieves growth targets and work closely with the global Growth Marketing Directors to maximise pipeline creation.
❗This is a full-time, permanent position. 📍 Location: This position is remote and available to all applicants residing and eligible to work in the UK.
What You Will Be Doing
- Work closely with the regional SDR teams to provide them with support, mentorship and advice, leading through influence rather than direct line management
- Be part of the recruitment process for new team members when applicable
- Provide structured onboarding, coaching and training to new and existing team members across all regions, developing and maintaining SDR playbooks to ensure consistency globally
- Encourage creativity and strategic thinking for outbound prospecting campaigns to generate leads
- Share ideas and best practices with the team to contribute to growth
- Work with the Growth Marketing Director, UK to ensure processes are as efficient as possible
- Identify, evaluate and pilot new technologies and processes
- Act as the primary point of contact and collaboration between regional SDR teams, ensuring consistent messaging, approach and performance standards across different time zones and markets
- Define, track and report on the KPIs that measure both your own performance and the overall health of the global SDR function, including pipeline generated, conversion rates, activity metrics and team adoption of best practices
- Use Salesforce effectively to ensure that reporting is accurate and relevant
- Prospecting and building the sales pipeline for the Account Managers by engaging with prospects by phone, email, social media and at events
- Identify key decision makers
- Manage data in CRM to ensure all communications are logged and up-to-date
- Effectively work with the marketing team to:
- Support any promotional campaigns
- Help with content — ideas and briefing
- Suggest events and networking opportunities
- Produce monthly reports to submit to your manager to show your success
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What You'll Bring
- 3–5+ years of experience in a Sales Development, Business Development, or Inside Sales role, preferably in a B2B SaaS environment
- 1+ year of experience in a team lead, mentorship, or senior SDR capacity
- Exceptional written and verbal communication skills with the ability to craft compelling, personalized outreach at scale
- Strong organizational skills and the ability to manage competing priorities in a fast-paced environment
- A growth mindset, high level of resilience and genuine passion for sales development
- Experience using CRM platforms (Salesforce preferred) and sales engagement tools (such as Sales Navigator, Outreach, Zoominfo etc.)
- Ability to adapt to changing sales environment
- Proactive and energetic
- Solid understanding of marketing and sales functions and how this role contributes to their success
- Proven track record of consistently achieving or exceeding KPIs
- Ability to lead, coach and influence without direct line management authority
- Analytical mindset with confidence interpreting sales data, building reports and drawing actionable insights
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Nice to Haves
- Experience working in a similar role in the accounting or audit industry
- Familiarity with Caseware’s product suite
- Experience working in or leading a global or multi-regional team
- Degree in Business, Marketing or a related field or qualifications from the ISM
- Sales training certification
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.
AI Usage
The recruitment process may use AI assisted tools but not for candidate screening or assessment. All final hiring decisions are made by humans to ensure fairness, transparency, and oversight.
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.
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