Job description

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.

Our team-defined values guide how we show up for each other, for our partners, and for our customers:

We succeed together
We embrace progress
We care big
We create space

To join our remote-first, engage from anywhere team, visit getcaret.com/careers.

Requirements

2+ years of public accounting or equivalent experience required

4+ years relevant work experience in a client-facing role
BS degree in accounting or equivalent field
CPA preferred
Experience in the Legal Practice Management industry preferred
Over 3 years of technical account management, engagement management, system implementation, technical support or SI consulting experience.
Must have experience with Microsoft server and client technologies.
Must have experience working with and troubleshooting SaaS based applications.
Must possess an enthusiastic personality and foster a positive work environment.

Responsibilities

Serve as single point of contact for key client contacts and internal stakeholders.
Project manage on-boarding for key clients and collaborate with the Implementation and Professional Services teams on the management of post-sale client relationships.
Quarterback escalated technical issues and collaborate with our support teams to deliver timely resolutions.
Utilize superb problem solving skills to address technically focused customer escalations and proactively form solutions aligned with a client’s vision.
Analyze clients’ needs and suggest upgrades or additional features to meet their requirements
Provide excellent, regular client communications and responsive, consistent follow through on all issues and actions
Develop and nurture strong client relationships

Desired Skills

External enterprise customer-facing experience as a technical lead, with strong oral and written communication skills, presenting to both large and small audiences.
Solid technical background with hands on experience
Thorough knowledge of basic accounting procedures and principal
Ability to communicate information and ideas in speech and writing so that others (technical and non-technical) will understand.
Strong analytical and problem-solving skills
Ability to intelligently speak to both technical implementation and business strategy
Experience translating business requirements into a technical scope of work
High level of integrity, judgment, and situational awareness
Time management: ability to organize and manage multiple priorities
Extreme detail orientation
Ability to work collaboratively within a team as well as independently

Benefits

Flexible PTO
Summer Fridays
No meeting Fridays
Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
Flexible Spending Account
Health Savings Account
401(k) match

Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer.

The compensation information below is provided in compliance with job posting disclosure requirements.

Pay range: $85,000 - $90,000 . Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.

Depending on the position, compensation may also include commission, bonuses, etc. Potential for bonuses is based on company performance and potential for merit increases is based on performance.

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