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

• Build a high-volume transactional sales pipeline through prospecting and relationship building within the legal or accounting professional market
• Create, qualify, and close sales opportunities based on sales metrics, to include customer fit and success criteria
• Build account plans and strategies for each target account
• Effectively collaborate with internal resources (Sales Operations, Senior Executives, Customer Success, Marketing, etc.) in sales efforts
• Uncover needs and develop relationships with multiple stakeholders within the assigned accounts
• Deliver outstanding web-based presentations and be able to master the demonstration of our software

• Arrange, manage, and close complex sales cycles
• Be a driving force in the success of the company’s goals & objectives through achieving & exceeding individual sales quota
• Accurately forecast sales activity and revenue achievement through proper use of sales tools

Qualifications

• At least 4+ years’ experience selling Mid-Market software/SaaS products in a full cycle sale role
• Comfortable with cold-calling and prospecting new clients
• Previous experience in a software sales role closing deals with short sales cycles (transactional)
• Ability to create sales opportunities through self-driven prospecting
• Must be comfortable selling in an inside sale’s remote environment
• “Hunter” / new business mentality and self-starter
• Be comfortable working in a heavy sales metrics and quota driven environment

• Requires professionalism and the ability to work in a remote and independent environment

• Ability to work in a fast-paced team environment with a cadence of delivering results
• Ability to identify prospects, evaluate interest, recognize decision-making processes, handle objections and close deals
• Dedication to continuous follow-ups, specifically in a high-volume environment
• Ability to communicate and build relationships with C-suite level executives and understand high-level executive decision making
• Salesforce experience is a plus

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.

Total Compensation: $140,000 - $200,000 . Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs. As this is a sales position, this will also include commission structure with accelerators based on over-performance.

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

#Sales

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

• Engage in making high number of outbound phone calls through warm leads, locating future clients

• Drive bookings and recurring revenue growth by generating, qualifying, and developing sales pipeline
• Creatively solve customer needs by providing the best software solution
• Plan and execute daily and weekly, required activities to generate sales opportunities for AbacusNext
• Gather knowledge of the organization’s products/services, and can partner with Marketing team to execute campaigns, programs, and closed-loop business & sales development activities
• Meet and exceed sales performance goals
• Maintain an up-to-date CRM with accurate notes and pipelines
• Daily/Weekly/Monthly meetings with sales team
• Collaborate with internal sales operations stakeholders on reporting and analysis

Qualifications:

• Bachelor’s degree preferably in Sales, Marketing, Business or a related field, but not required
• 1+ years of Cold Calling experience
• Excellent verbal, written and interpersonal communication skills
• Proven track record of achieving goals and/or quotas, or other similar objectives.
• Possess superior follow up skills with the ability to respond under pressure
• Goal oriented with superior work ethic
• Entrepreneurial, self-starter, and self-motivated
• Organized and works efficiently
• Ability to be a team player and perform in a fast-paced, inside sales-oriented environment
• Comfort with sales technology and CRM tools (Salesforce Preferred)

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: $45,000 - $50,000. Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs. As this is a sales position, this will also include commission structure with accelerators based on over-performance.

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

#Sales

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.

About the Role: 

The Director is the face of CARET Legal to our partner and at the core of their experience, aligning with sales, marketing, and customer operations to ensure success of this critical revenue channel and its customers.  Our partners are highly respected experts in the Legal Practice Management domain.  They provide value-added services such as technology assessments, software recommendations, change management, and training to law firms we jointly serve.  In this role, you will be responsible for growing the relationships with our partners that drive commercial success for both our partners and CARET Legal.  This is mid level individual contributor role reporting directly to the VP, Sales. 

Requirements

• 6+ years in SaaS with 3+ years experience working with channel/reseller/ alliance partners, or system integrators 

• Proven track record growing selling channel partnerships to build pipeline and revenue 

• Strong understanding of developing selling partners that are small businesses with various business models  

• Strong understanding of small businesses 

• Proven experience in a similar role at the Director level 

• Customer account management experience a plus but not required 

• Excellent communication and leadership skills. 

Responsibilities:

• Relationship Management:  

• Build and grow relationships with partners, measured by increased Partner pipeline and increased Partner earnings from value-added services our partners can monetize on CARET Legal offerings.  
• Build & nurture relationships with the American Bar Association, including its local chapters.

• Engage Senior and Executive Leaders for strategic connections with Partners that mutually benefit all parties. 

• Maintain business as usual and executive reviews like QBRs and EBRs. 

• Drive engagement with CARET Legal events like CARET Camp.  

• Business Development and Account Planning: In collaboration with VP Partner Sales, seed new business revenue through partner led activities. 

• Own Partner Account Plans  

• Focus on business development to drive Partner Qualified Leads to CARET Legal and referrals back to our partners for value added consulting services.  

• Drive accountability through enablement and forecasting to Business Development commitments.  

• Lead cross-functional teams to execute plans. 

• GTM Execution: In collaboration with Partner Marketing and Partner Sales / Sales Enablement, drive Partner referral predictable, reliable pipeline growth. 

• Develop and execute custom co-marketing strategies for selected partners and program-wide strategies for product launches, events, conferences, etc.  

• Measure pipeline, Partner ARR bookings and other KPI attainment, iterate and operationalize successful marketing programs.   

• With Sales enablement and Partner Sales, develop and deploy sales training to increase partners’ CARET Legal product and sales fluency.   

• Conduct virtual and in-person roadshows to evangelize the CARET Legal value proposition with our partners 

• Support Direct Referred business program to partners when internal professional services recommend outsourced software implementation 

• Product Enablement: In collaboration with the Director, Partner Experience, lead partners to mastery of CARET Legal technical training. 

• Enable partners to build monetizable value-added services on top of CARET Legal offerings like implementation, workflow development, analytics, and API integrations, plus relevant future product features.  

• Unlock referrals to our partners from our direct sales team for value added services so partners increase their CARET Legal attributable earnings. 

• External Advocacy: Champion our competitive advantages and experiences with Partners and their customers. Monitor and create opportunities to increase CARET Legal share of Partner wallet to increase CARET Legal value to our partners.   

• Internal Advocacy: Advocate for Partner experience with all cross functional teams at CARET Legal like Marketing, Product, Sales and Support. Demonstrate consistently high Partner sentiment and minimize escalations. 

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: $160,000 - $180,000 . 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

#Sales

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. 

The Role 

We are seeking an Accounting Analyst, Order to Cash to play a key role in driving timely collections across our customer base, with a primary focus on past-due accounts. This position is responsible for managing and processing incoming payments, maintaining accurate financial records, resolving discrepancies, and ensuring that all accounts are up-to-date and accurate. The ideal candidate will also proactively follow up on overdue payments, liaising with both clients and internal teams to facilitate efficient and effective collections. 

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field (preferred). 

• Proven experience as an Accounts Receivable Specialist, Clerk, or similar role, in a B2B sales environment, preferably for software products 

• Experienced with NetSuite and salesforce.com 

• Strong Microsoft Excel skills required 

• Strong understanding of basic accounting principles. 

• Excellent attention to detail and accuracy in financial data entry and analysis. 

• Strong communication, problem-solving, and negotiation skills. 

• Proven ability to drive exceptional outcomes for the business while providing a positive customer experience 

• Ability to work independently and as part of a team. 

• High level of integrity and ability to handle confidential information. 

Responsibilities 

• Drive collections from customers resulting in reduced DSO and reduced customer credits 

• Increase the percentage of customers paying via low-cost payment methods (i.e. ACH) and the percentage of customers paying via auto payment/auto draft 

• Assist with generating and distributing invoices and cash application of customer payments as needed 

• Reconcile accounts to ensure that all payments are accounted for and properly posted. 

• Serve as the primary point of contact for customer questions, by researching and resolving billing, and payment queries. 

• Maintain and update customer records to ensure timely and accurate invoice and dunning message delivery and proactively ensure customer payment information remains up to date 

• Generate recurring customer account aging and activity reports to ensure alignment and accountability with team leadership.  

• Accurately apply cash payments to customer accounts based on remittance advice, check stubs, wire transfers, credit card or ACH transactions. 

• Review and resolve discrepancies in payments, such as overpayments, underpayments, or misapplied payments. 

• Assist with month-end closing and account reconciliations. 

• Collaborate with other departments to ensure smooth invoicing and payment processes. 

• Support audits and provide necessary documentation as required. 

• Assist with credit and collections functions, including credit risk analysis and reporting. 

• Maintain compliance with financial policies and procedures. 

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: $65,000 - $75,000 . 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

#Finance