Caret is a leading technology provider for legal, accounting, and compliance-focused professionals. We empower our customers to grow their businesses, better serve their clients, and operate at peak efficiency—all within a secure, cloud-enabled ecosystem.
About the Team
Our Technical Support team is passionate about enabling the success of our customers, solving problems, and having fun while we work hard. Daily we work with our customers through a number of channels including phone calls, video calls, e-mails, and self-service requests. We are never bored or without opportunity to make a difference in the professional lives of our customers. 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
Responsibilities
· Provide input into the presales process and support service issues, strategy and approach.
· Develop and grow the CARET legal post sales Service Management function.
· Encourage open communication between team members, suggesting and driving forward ideas about how the team can work more effectively together.
· Cascade business objectives and targets to the team.
· Review daily priorities and take appropriate action to ensure results are achieved.
· Remain aware of new product developments ensuring input and tactical direction to the business on customer service and support challenges.
· Liaison with the internal functions including sales, product management, engineering, network operations, provisioning and other service functions
· Ensure high quality, up-to-date documentation exists for all service arrangements.
· Ensure test labs are maintained to agreed standards and all relevant testing is documented
· Provide input into the company service strategy
· Act as escalation point for major incidents and maintain the incident management framework to ensure a prompt resolution and communication of the incident and maintain a high CSAT rate.
· Review Red Accounts status and the trend of incidents to analyse and identify root causes and go-green plans for major incidents and escalations.
· Drive continuous service improvement initiatives to enhance CARET legal users experience and engagements.
· Acquire and maintain advanced levels of product knowledge to assist subject matter experts within the support team and interface with other stakeholders.
· Participate, collaborate and allocate support resources for other CARET legal related initiatives such as Support Q&A sessions, Knowledge Events and Release Readiness Program to enable the Center of Excellence cross-functional teams align best practices and processes globally.
Apply
Caret is a leading technology provider for legal, accounting, and compliance-focused professionals. We empower our customers to grow their businesses, better serve their clients, and operate at peak efficiency—all within a secure, cloud-enabled ecosystem.
About the Team
Our Technical Support team is passionate about enabling the success of our customers, solving problems, and having fun while we work hard. Daily we work with our customers through a number of channels including phone calls, video calls, e-mails, and self-service requests. We are never bored or without opportunity to make a difference in the professional lives of our customers. 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
Responsibilities
· Provide input into the presales process and support service issues, strategy and approach.
· Develop and grow the CARET legal post sales Service Management function.
· Encourage open communication between team members, suggesting and driving forward ideas about how the team can work more effectively together.
· Cascade business objectives and targets to the team.
· Review daily priorities and take appropriate action to ensure results are achieved.
· Remain aware of new product developments ensuring input and tactical direction to the business on customer service and support challenges.
· Liaison with the internal functions including sales, product management, engineering, network operations, provisioning and other service functions
· Ensure high quality, up-to-date documentation exists for all service arrangements.
· Ensure test labs are maintained to agreed standards and all relevant testing is documented
· Provide input into the company service strategy
· Act as escalation point for major incidents and maintain the incident management framework to ensure a prompt resolution and communication of the incident and maintain a high CSAT rate.
· Review Red Accounts status and the trend of incidents to analyse and identify root causes and go-green plans for major incidents and escalations.
· Drive continuous service improvement initiatives to enhance CARET legal users experience and engagements.
· Acquire and maintain advanced levels of product knowledge to assist subject matter experts within the support team and interface with other stakeholders.
· Participate, collaborate and allocate support resources for other CARET legal related initiatives such as Support Q&A sessions, Knowledge Events and Release Readiness Program to enable the Center of Excellence cross-functional teams align best practices and processes globally.
Requirements
· Bachelor of Arts/Bachelor of Science degree in a Technology discipline preferred or 5 years of equivalent work experience.
· Must have 3-5 years’ experience in senior technical support team.
· Requires professionalism and the ability to work in a remote and independent environment
· Ability to work in a fast-paced, demanding environment, with multiple and changing priorities while maintaining strong attention to detail.
· Strong interpersonal and team player skills with an ability to communicate at all levels, both internally and externally.
· Zendesk and Salesforce experience is a plus.
· Strong work ethic with a sense of urgency
· Ability to work both independently and as part of a team is a must.
· Highly energetic, positive and enthusiastic team player with an ability to communicate at all levels, both internally and externally.
· Strong customer-focus skills with ability to recognize customer requirements, assist customer in achieving their goals, manage customer expectations and consistently achieve high customer satisfaction
· Excellent analytical and problem-solving abilities
· Strong attention to detail
· Excellent verbal and written communications skills
· Strong organizational and management skills; ability to efficiently manage a variety of multiple concurrent projects simultaneously
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: $60,000 - $65,000 USD. 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.
#LI-Remote
#LI-ST1
#ProductsTech
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.
Position Overview:
This person will oversee the implementation, data migration and onboarding of our CARET Legal clients. CARET Legal is our cloud-based practice management, billing and accounting software. A successful Onboarding Project Manager has excellent communication skills, builds a strong rapport with clients, and will be instrumental in balancing the needs of our clients with the availability of internal resources.
Apply
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.
Position Overview:
This person will oversee the implementation, data migration and onboarding of our CARET Legal clients. CARET Legal is our cloud-based practice management, billing and accounting software. A successful Onboarding Project Manager has excellent communication skills, builds a strong rapport with clients, and will be instrumental in balancing the needs of our clients with the availability of internal resources.
Requirements
· Bachelor's degree or relevant experience
· Onboarding, Implementation, project management, or client facing experience troubleshooting product issues and business requirements
· Experience in managing a portfolio of clients/projects
· Experience with CRM systems such as SalesForce
· Experience with Microsoft Office products and project management tools, with a focus on Excel, ShareFile, Confluence, GuideCX
· Client-facing experience in an enterprise software or cloud business
· Excellent written, verbal, and presentation skills, with the ability to simplify technical information
· Tech-savvy with a strong aptitude for continuous learning.
· Team-oriented with a customer first focus.
· Past remote work experience.
· Legal or Accounting experience and PMP Certification is a plus
Responsibilities
· Manages client Onboarding experience from enrollment through product adoption (handoff to CSM/Support)
· Work with clients to confirm data migration requirements, define gaps, determine project specifications for engineering, identify solutions, and implement recommendations
· Measure project performance and maintain clear and concise notes using appropriate tools and techniques
· Establish and maintain excellent client rapport via phone, online screen shares, and email
· Maintains ongoing communication with customers weekly at a minimum and is responsive throughout the customer journey
· Serves as liaison and escalation point on data migration, training, and product between company and client; engage the appropriate internal skills/resources to remove blockers and complete client projects
· Creative problem solver; communicates with cross-disciplinary project teams and leverages prior experience to develop appropriate solutions
· Demonstrates thorough knowledge of the company's products including new features
· Setting expectations and mitigating risk for timelines, data, and product features
· Self-starter, results-oriented and conscientious about meeting deadlines and follow through
· Ensures lessons learned applied to future efforts
Benefits
- Flexible PTO
- Certification(s) reimbursement
- Summer Fridays
- No meeting Fridays
- Extended Medical, Dental, Paid Sick Days, Vision, Life Insurance, and Disability Leave Coverage
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: $100,000 - $118,000 CAD. 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.
#LI-Remote
#LI-ST1
#ProductsTech
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.
Job Overview
We are seeking a skilled Services Solution Consultant to join our SaaS Legal Practice Management software company. The successful candidate will work directly with our sales representatives and client prospects to discuss onboarding, implementation, data migration, and professional services solutions. The Services Solution Consultant will be responsible for aiding in the creative solutioning process pre-sale for complex data migration-related scenarios, scoping of custom reports, and similar professional services capability, feasibility, scope, and cost determinations.
Apply
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.
Job Overview
We are seeking a skilled Services Solution Consultant to join our SaaS Legal Practice Management software company. The successful candidate will work directly with our sales representatives and client prospects to discuss onboarding, implementation, data migration, and professional services solutions. The Services Solution Consultant will be responsible for aiding in the creative solutioning process pre-sale for complex data migration-related scenarios, scoping of custom reports, and similar professional services capability, feasibility, scope, and cost determinations.
Requirements
· 3+ years of experience in SaaS software, services consulting, or related field.
· Experience working with SaaS software solutions, preferably in the legal industry.
· Strong problem-solving skills and ability to think creatively to find solutions.
· Excellent communication and interpersonal skills, with the ability to effectively communicate technical information to non-technical audiences.
· Ability to work independently and as part of a team in a fast-paced environment.
· Strong time management skills and ability to manage multiple objectives simultaneously.
· Familiarity with SaaS software data migration, ETL operations, and other software related projects.
· Knowledge of SQL and other programming languages is a plus.
Key Responsibilities:
· Reduce risk associated with the alignment gap between client needs, expectations, and solution delivery.
· Work closely with sales representatives to understand client needs and answer any questions related to onboarding, implementation, and professional services solutions.
· Inspire confidence in the client regarding our onboarding & implementation packages, process, and best practices.
· Act as an Onboarding & Services pricing subject matter expert for Sales
· Collaborate with project managers and development teams to ensure successful onboarding, implementation, and data migration for clients.
· Development of SOWs (Statement of Work) to align to client needs and clearly articulate to the services organization the solution to be delivered.
· Participate in client meetings to discuss solutions and answer any technical questions.
· Coordinate hand-off from sales to the onboarding & implementation team.
· Develop and maintain a deep understanding of our software and its capabilities to effectively communicate with clients and prospects.
· Provide feedback to the development team on client needs and potential new features or enhancements.
· Stay up-to-date on legal practice industry trends and best practices related to software services solutions.
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: $125,000 - $155,000 USD. 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.
#LI-Remote
#LI-ST1
#ProductsTech
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
Our Culture
Cutting-edge cloud technology with market needed capabilities
Engineering cutting-edge cloud technology takes great minds and talented people working together in a collaborative environment. Because of this, we are committed to fostering an innovative, agile company culture. We encourage our teams to collaborate, participate and experiment with new concepts, research new approaches and test out new technologies. We believe that being part of our team will make a dramatic difference in helping the small to medium business community which is the heartbeat of our ongoing economy.
Our Mission
Technology and services for SMB customers to run their business
To provide professionals in highly-regulated industries the technology and services they need to run their business—anytime, anywhere. We are with our customers every step of the way, helping them grow, evolve, and better serve their clients.
Your Mission
We are seeking an Engineering Manager with extensive experience in TypeScript, .NET, C#, and proficiency in cloud platforms like AWS and Azure. The successful candidate will have a firm grasp of SaaS applications, DevOps methodologies, CI/CD practices, and microservices architecture. In this leadership role, you will oversee multiple teams of engineers, prioritize maintaining high-quality code, promote best practices, and drive the delivery of our projects.
You are passionate about innovation, coding standards and best software engineering practices and will use your deep understanding of the systems and technology to improve our legal and accounting products and customer experience while working closely with advanced product lead engineering teams.
The position requires hands-on experience building complex SaaS-based products or platforms and strong knowledge of Azure or AWS cloud, web technology stack, horizontally scalable cloud-native architecture, RESTful APIs, .NET, Angular or React frameworks and database technologies.
Key Responsibilities Include
As a leader within Software Engineering, you will:
• Report on the status of team project deliverables to senior leadership.
• Promote and ensure adherence to high-quality software engineering practices in the areas of code quality, testing, and security.
• Collaborate with architecture, DevOps and product to define, design, and implement new features and enhancements.
• Implement and advocate for microservices architecture in developing software systems to ensure scalability, rapid changes, and easy management.
• Implement and oversee the continuous integration/continuous deployment (CI/CD) pipelines using tools such as Azure DevOps, etc. to automate software builds, tests, and deployments.
• Foster a DevOps culture, ensuring close collaboration between development and operations teams for efficient production and deployment of software, streamlining processes, and reducing system issues.
• Leverage AWS and Azure cloud platforms for application deployment, scaling, and management, ensuring high availability and performance.
• Lead and mentor a team of engineers, conducting code reviews, and providing guidance and feedback to ensure a high standard of quality.
• Utilize cloud platforms such as AWS and Azure for application deployment and scaling.
• Work closely with our product team to understand end-user requirements and use cases and translate them into pragmatic and effective technical solutions.
• Adhere to the agile software development life cycle best practices and governance.
Apply
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
Our Culture
Cutting-edge cloud technology with market needed capabilities
Engineering cutting-edge cloud technology takes great minds and talented people working together in a collaborative environment. Because of this, we are committed to fostering an innovative, agile company culture. We encourage our teams to collaborate, participate and experiment with new concepts, research new approaches and test out new technologies. We believe that being part of our team will make a dramatic difference in helping the small to medium business community which is the heartbeat of our ongoing economy.
Our Mission
Technology and services for SMB customers to run their business
To provide professionals in highly-regulated industries the technology and services they need to run their business—anytime, anywhere. We are with our customers every step of the way, helping them grow, evolve, and better serve their clients.
Your Mission
We are seeking an Engineering Manager with extensive experience in TypeScript, .NET, C#, and proficiency in cloud platforms like AWS and Azure. The successful candidate will have a firm grasp of SaaS applications, DevOps methodologies, CI/CD practices, and microservices architecture. In this leadership role, you will oversee multiple teams of engineers, prioritize maintaining high-quality code, promote best practices, and drive the delivery of our projects.
You are passionate about innovation, coding standards and best software engineering practices and will use your deep understanding of the systems and technology to improve our legal and accounting products and customer experience while working closely with advanced product lead engineering teams.
The position requires hands-on experience building complex SaaS-based products or platforms and strong knowledge of Azure or AWS cloud, web technology stack, horizontally scalable cloud-native architecture, RESTful APIs, .NET, Angular or React frameworks and database technologies.
Key Responsibilities Include
As a leader within Software Engineering, you will:
• Report on the status of team project deliverables to senior leadership.
• Promote and ensure adherence to high-quality software engineering practices in the areas of code quality, testing, and security.
• Collaborate with architecture, DevOps and product to define, design, and implement new features and enhancements.
• Implement and advocate for microservices architecture in developing software systems to ensure scalability, rapid changes, and easy management.
• Implement and oversee the continuous integration/continuous deployment (CI/CD) pipelines using tools such as Azure DevOps, etc. to automate software builds, tests, and deployments.
• Foster a DevOps culture, ensuring close collaboration between development and operations teams for efficient production and deployment of software, streamlining processes, and reducing system issues.
• Leverage AWS and Azure cloud platforms for application deployment, scaling, and management, ensuring high availability and performance.
• Lead and mentor a team of engineers, conducting code reviews, and providing guidance and feedback to ensure a high standard of quality.
• Utilize cloud platforms such as AWS and Azure for application deployment and scaling.
• Work closely with our product team to understand end-user requirements and use cases and translate them into pragmatic and effective technical solutions.
• Adhere to the agile software development life cycle best practices and governance.
Requirements
• Highly skilled with hands-on experience and domain expertise in both web and object-oriented programming, cloud-native architecture design as well as data and analytics technologies and best practices
• A minimum of 7 years of experience in full-stack development using Node.js, React, TypeScript, .NET, and C#.
• Proven experience leading a team of engineers.
• Solid experience with SaaS applications development and architecture.
• Proficient understanding of microservices architecture and its implementation.
• Strong experience in CI/CD practices and tools.
• Proficient understanding of AWS and Azure platforms, including deployment, scaling, and managing applications.
• Demonstrable experience with DevOps methodologies, tools, and practices.
• Strong emphasis on writing clean, high-quality, high-performance, maintainable code.
• Excellent verbal and written communication skills.
• 3+ years of hands-on team leadership experience is a plus
• Experience with the design, coding, and unit testing of software
• Exceptional interpersonal communication skills (written and verbal), attention to detail, extreme organization, problem-solving and time management skills.
• Solid understanding of software enterprise and cloud-native architectures.
• Experience working with git and knowledge of strategies and branching patterns for team collaboration.
• Working knowledge and experience using software design patterns.
• Code refactoring skills
• TDD experience is a plus.
• A solid understanding and use of object-oriented methodologies and solutions
• A solid understanding and use of relational database methodologies and solutions
• Experience with release/deployment processes.
• Results-oriented self-starter in need of limited or no supervision
• Hands-on experience either with Microsoft Azure or AWS.
Leadership Qualifications:
· Experience in a team leadership role or coaching junior engineers.
· Strong remote team leadership and collaboration qualities. Ability to work independently and across many time zones.
· A team ownership mentality and entrepreneurial approach, including comfort with intelligent risk taking and problem-solving skills.
· Be well organized with good delegation skills.
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: $150,000 - $190,000 USD. 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.
#LI-Remote
#LI-ST1
#ProductsTech
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:
To join our remote-first, engage from anywhere team, visit getcaret.com/careers.
We are seeking an experienced Product Manager to oversee the development and launch of new products and features for our legal practice management software. The ideal candidate will have experience in the legal industry and possess strong leadership, project management, and communication skills.
Apply
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:
To join our remote-first, engage from anywhere team, visit getcaret.com/careers.
We are seeking an experienced Product Manager to oversee the development and launch of new products and features for our legal practice management software. The ideal candidate will have experience in the legal industry and possess strong leadership, project management, and communication skills.
Requirements
- Bachelor's degree in related field.
- Minimum of 5+ years of BTB product management experience
- Experience in modern finance and accounting processes including general accounting standards, financial reporting, accounts receivable, accounts payable, and treasury management
- Experience in the legal industry, working with legal professionals, and understanding of the legal business processes strongly preferred
- History of customer-centered problem solving
- Strong analysis and synthesis skills, demonstrating the ability to break down problems into components that are structured into systemic solutions
- Excellent listening and communication skills
- Ability to think strategically and identify opportunities for growth
- Strong analytical skills and experience with data-driven decision -making
Responsibilities
- Collaborate with stakeholders to define the Accounting product vision and roadmap
- Become well-versed in the legal industry and its diverse collaboration challenges to guide and communicate the value you’re creating for our customers
- Work closely with customers and go-to-market teams to think beyond software and deliver a whole solution
- Conduct market research and analysis to identify customer needs and opportunities for growth in user adoption
- Develop and maintain a prioritized product backlog
- Work closely with cross-functional teams to ensure timely delivery of product releases
- Conduct user testing and gather feedback to inform product decisions
- Monitor and analyze product performance metrics to inform product improvements
- Create and deliver product training and documentation to support, sales and customer success teams
Benefits
- Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
- Flexible Spending Account
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 - $95,000. 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.
#LI-Remote
#LI-ST1
#ProductsTech
