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 (url removed)/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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