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.

 Security Manager 

The Security Manager is a fully remote position over the Information Security Team at C^RET Legal, reporting to the SVP Cloud Engineering and Technology. This position owns the success of the Cyber Security & Compliance Programs that keep C^RET’s business enterprises secure while protecting the C^RET brand with our loyal customer base. The person manages and participates with the team for all aspects related to the day-to-day operations of the Security and Compliance Dept. With the SVP they will own, create, and deliver department goals that encompass the “defense in depth” and “zero trust” services that support our customers. The manager will work directly with department leaders to continually improve C^RET’s Security posture while striking a balance between business needs, risk, and security requirements. 

Job Description:

The Cyber Security Manager should have a strong and demonstrated business sense and experience in Cyber Security across Cloud Security (CloudSec), Vulnerability Management & Response (VMR), and Governance Risk Compliance (GRC) in SOC2, PCI-DSS, GDPR, & ISO 27001. Your experience should be supported by extensive and diverse experience in leading high-profile technical programs and projects. Your capability to review and advise on Security matters should span into the domain knowledge of Systems and Cloud Engineering, Network Operations, and Application Development.

Responsibilities

• Lead the daily operations of the Security Engineering and Compliance department
• Advise executives on the best strategies for optimizing the security of our data, systems, and business processes
• Review and update security and privacy policies and roadmaps
• Design, implement, manage, and automate robust cybersecurity solutions to safeguard our networks, systems, and applications. 
• Conduct thorough security assessments and risk analysis to identify vulnerabilities and recommend appropriate measures for mitigation. 
• Collaborate with cross-functional teams to integrate security best practices into the development lifecycle of applications and infrastructure. 
• Monitor and respond to security incidents, conduct incident investigations, and implement incident response strategies. 
• Stay abreast of emerging threats and vulnerabilities, and proactively implement measures to counteract potential risks. 
• Develop and deliver cybersecurity training programs to educate staff on security best practices and promote a security-conscious culture. 
• Evaluate and recommend new technologies, tools, and methodologies to enhance our cybersecurity posture. 
• Conduct regular security audits and assessments to ensure compliance with industry standards and regulatory requirements. 
• Provide expertise and guidance on security-related matters to internal stakeholders and leadership.

Requirements

• Minimum 2+ years in a People Manager role of a Security team with demonstrable experience in growing individuals
• Minimum 5+ years of continuous experience in Cyber Security in addition to experience in other domains such as Engineering, Operations, and/or Compliance
• Experience in Vendor Management and product and service comparisons to include decision making of buy versus build
• Deep technical knowledge of Cyber Security, DevOps, and InfraOps is preferred
• Security Architecture principles (Defense-in-Depth, Secure by Design, Zero Trust, etc.) 
• Experience in varied environments (Azure, AWS, Private Cloud
• Experience in varied technologies (IaC, SDN, Firewalls, Servers, Containers, Serverless, Endpoints, Collaboration, etc.)
• Security Program Phases (Risk Assessment, Architecture and Design, Implementation, Operations and Monitoring) 
• Strong organization and leadership skills with the ability to facilitate technical sessions and capable of communicating complex technical information to a non-technical audience and mentor and coach technical staff
• Certification in at least one of the following CISA, CISM, or CISSP
• Knowledge of NIST, CIS, ISO, OWASP and other applicable Security Industry Standards and Best Practices
• Experience with Microsoft Defender, Rapid7, CoalFire, and Trivy are positives

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 

If you are not sure that every qualification on the list above describes you exactly, we'd still love to hear from you! We value people with unique backgrounds, experiences, and skillsets. If you’re passionate about having a significant impact and shaping the foundations of a rapidly growing product, please apply!     

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

Pay range: $150,000- $160,000. 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

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.

The role

As and Infrastructure Engineer you are ready to take your career from hands-on support to automation, infrastructure-as-code, security, and design.

Infrastructure Engineers will be responsible for the virtualization layer, OS support and diagnostics, networking layer, storage layer, security and patching, monitoring and logging, backup solutions, disaster recovery planning, and automation.

Resources will be primarily on-premises based with a small mix of AWS/Azure cloud resource management.

Responsibilities

• Building, maintaining and supporting the virtualization environment through infrastructure-as-code, scripting, and automation methods.
• Monitoring and logging of the various infrastructure and network components to provide a reliable environment for our clients.
• Provide backup and retention of critical client data and system components.
• Work with client onboarding and client success managers to define, build, and deliver environments suited to the client needs.
• Design, implement, support all networking related components including but not limited to, switches, routers, firewalls, VPN, iSCSI, for both on-premises and cloud networks.
• Security planning, execution and monitoring including but not limited to, intrusion detection and prevention, OS and application patching, user access monitoring and troubleshooting, Active Directory Users and Groups, Azure AD, and malware remediation.
• Working with senior leadership and team members for ongoing and new projects using proven project management processes and practices.
• Participate in the on-call rotation.
• Other duties as assigned.

Requirements

• Proficient in comprehending the system architecture and the interplay between diverse services, such as servers, databases, APIs, load balancers, firewalls, networking, SAN, and other related components that comprise the delivery of the service.
• Design, implement and own automation to reduce future manual work for projects and tasks using proven scripting practices.
• Proficient in backup processes, including VM snapshots, OS level, SAN snapshots, and related applications.
• Proficient in use of state management systems, i.e., Ansible or Terraform.
• Proficient with Active Directory Users and Computers, and Azure AD.
• Advanced understanding of code management repositories.
• Self-autonomy: able to own and deliver projects through planning, design, execution, and completion and defining projects for Jr. Engineers.
• Ability to troubleshoot and resolve complex issues in a timely manner.
• Strong project planning, ownership, communication, and collaboration skills to work with cross-functional teams.
• Willingness to level up and train Jr. Engineer colleagues on technology and best practices.

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: $70,000 - $80,000. 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

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

The Security Manager is a fully remote position over the Information Security Team at C^RET Legal, reporting to the SVP Cloud Engineering and Technology. This position owns the success of the Cyber Security & Compliance Programs that keep C^RET’s business enterprises secure while protecting the C^RET brand with our loyal customer base. The person manages and participates with the team for all aspects related to the day-to-day operations of the Security and Compliance Dept. With the SVP they will own, create, and deliver department goals that encompass the “defense in depth” and “zero trust” services that support our customers. The manager will work directly with department leaders to continually improve C^RET’s Security posture while striking a balance between business needs, risk, and security requirements. 

Job Description:

The Cyber Security Manager should have a strong and demonstrated business sense and experience in Cyber Security across Cloud Security (CloudSec), Vulnerability Management & Response (VMR), and Governance Risk Compliance (GRC) in SOC2, PCI-DSS, GDPR, & ISO 27001. Your experience should be supported by extensive and diverse experience in leading high-profile technical programs and projects. Your capability to review and advise on Security matters should span into the domain knowledge of Systems and Cloud Engineering, Network Operations, and Application Development.

Responsibilities

• Lead the daily operations of the Security Engineering and Compliance department
• Advise executives on the best strategies for optimizing the security of our data, systems, and business processes
• Review and update security and privacy policies and roadmaps
• Design, implement, manage, and automate robust cybersecurity solutions to safeguard our networks, systems, and applications. 
• Conduct thorough security assessments and risk analysis to identify vulnerabilities and recommend appropriate measures for mitigation. 
• Collaborate with cross-functional teams to integrate security best practices into the development lifecycle of applications and infrastructure. 
• Monitor and respond to security incidents, conduct incident investigations, and implement incident response strategies. 
• Stay abreast of emerging threats and vulnerabilities, and proactively implement measures to counteract potential risks. 
• Develop and deliver cybersecurity training programs to educate staff on security best practices and promote a security-conscious culture. 
• Evaluate and recommend new technologies, tools, and methodologies to enhance our cybersecurity posture. 
• Conduct regular security audits and assessments to ensure compliance with industry standards and regulatory requirements. 
• Provide expertise and guidance on security-related matters to internal stakeholders and leadership.

Requirements

• Minimum 2+ years in a People Manager role of a Security team with demonstrable experience in growing individuals
• Minimum 5+ years of continuous experience in Cyber Security in addition to experience in other domains such as Engineering, Operations, and/or Compliance
• Experience in Vendor Management and product and service comparisons to include decision making of buy versus build
• Deep technical knowledge of Cyber Security, DevOps, and InfraOps is preferred
• Security Architecture principles (Defense-in-Depth, Secure by Design, Zero Trust, etc.) 
• Experience in varied environments (Azure, AWS, Private Cloud
• Experience in varied technologies (IaC, SDN, Firewalls, Servers, Containers, Serverless, Endpoints, Collaboration, etc.)
• Security Program Phases (Risk Assessment, Architecture and Design, Implementation, Operations and Monitoring) 
• Strong organization and leadership skills with the ability to facilitate technical sessions and capable of communicating complex technical information to a non-technical audience and mentor and coach technical staff
• Certification in at least one of the following CISA, CISM, or CISSP
• Knowledge of NIST, CIS, ISO, OWASP and other applicable Security Industry Standards and Best Practices
• Experience with Microsoft Defender, Rapid7, CoalFire, and Trivy are positives

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: $190,000 - $220,000 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

#ProductsTechs

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.

The role

As and Infrastructure Engineer you are ready to take your career from hands-on support to automation, infrastructure-as-code, security, and design.

Infrastructure Engineers will be responsible for the virtualization layer, OS support and diagnostics, networking layer, storage layer, security and patching, monitoring and logging, backup solutions, disaster recovery planning, and automation.

Resources will be primarily on-premises based with a small mix of AWS/Azure cloud resource management.

Responsibilities

• Building, maintaining and supporting the virtualization environment through infrastructure-as-code, scripting, and automation methods.
• Monitoring and logging of the various infrastructure and network components to provide a reliable environment for our clients.
• Provide backup and retention of critical client data and system components.
• Work with client onboarding and client success managers to define, build, and deliver environments suited to the client needs.
• Design, implement, support all networking related components including but not limited to, switches, routers, firewalls, VPN, iSCSI, for both on-premises and cloud networks.
• Security planning, execution and monitoring including but not limited to, intrusion detection and prevention, OS and application patching, user access monitoring and troubleshooting, Active Directory Users and Groups, Azure AD, and malware remediation.
• Working with senior leadership and team members for ongoing and new projects using proven project management processes and practices.
• Participate in the on-call rotation.
• Other duties as assigned.

Requirements

• Proficient in comprehending the system architecture and the interplay between diverse services, such as servers, databases, APIs, load balancers, firewalls, networking, SAN, and other related components that comprise the delivery of the service.
• Design, implement and own automation to reduce future manual work for projects and tasks using proven scripting practices.
• Proficient in backup processes, including VM snapshots, OS level, SAN snapshots, and related applications.
• Proficient in use of state management systems, i.e., Ansible or Terraform.
• Proficient with Active Directory Users and Computers, and Azure AD.
• Advanced understanding of code management repositories.
• Self-autonomy: able to own and deliver projects through planning, design, execution, and completion and defining projects for Jr. Engineers.
• Ability to troubleshoot and resolve complex issues in a timely manner.
• Strong project planning, ownership, communication, and collaboration skills to work with cross-functional teams.
• Willingness to level up and train Jr. Engineer colleagues on technology and best practices.

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: $110,000 - $120,000. 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

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

• 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

Qualifications

• 4+ years of hands-on SaaS experience in a high pace environment
• 4+ Years of accounting understanding and experience
• 4+ years relevant work experience in a client-facing technical role, preferably customer success or account management, with a proven track record of retention and high customer satisfaction.
• Over 3 years of technical account management, engagement management, system implementation, technical support or SI consulting experience.

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

• Experience with remote access environments such as Citrix and/or terminal services.
• Must have experience with Microsoft server and client technologies.
• Preferred: Current engineering certifications: MCSA/MCSE, CCNA, CSSA, CCA
• Must possess an enthusiastic personality and foster a positive work environment.

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: $80,000 - $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.

#LI-Remote

#LI-ST1

#CustomerSucessManagers

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 looking for a leader with expertise in Order to Cash (OTC) end-to-end process and operations, reporting directly to the Controller. In this highly collaborative role, you will be both a tactical hands-on leader ensuring a best in class customer experience as well as a strategic leader establishing the right processes, systems, and analysis to streamline operations and improve KPIs. 

Requirements

• Have 8+ years of experience in leading Billing, Collections and Operations teams, ideally in technology businesses with B2B products and a strong understanding of Quote to Cash 
• Experienced with NetSuite and salesforce.com 
• Strong Microsoft Excel skills required 
• Strong understanding of basic accounting principles. 
• Demonstrate a proven track record of building and developing high-performing teams 
• Have experience leading strategic and operational initiatives, and building strong relationships with cross-functional teams 
• Bachelor’s degree in Accounting, Finance, or a related field 
• 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

Responsibilities 

• Own OTC end-to-end process and drive continuous improvement by prioritizing areas of improvement based on projected business value and directing projects with cross functional teams 
• Lead a high performing team to streamline systems and processes resulting in efficient bookings validation and reporting, exceptional billing quality and timeliness, high CSAT for dispute resolution, reduced DSO and credits, and timely and accurate cash application of customer payments. 
• Define and execute on strategic initiatives for the OTC team, driving efficiency, accuracy and scalability in our processes through continuous improvement and innovation. 
• Leverage data and analytics to identify root causes of issues, uncover opportunities for process improvements, and develop comprehensive action plans to address them. 
• Partner with cross-functional teams across CARET to identify challenges and opportunities, drive solutions, and shape the overall experience for CARET customers. 

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: $110,000 - $120,000 . 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

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 

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: 

• 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. 

We are seeking an experienced Senior 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 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 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

• 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 - $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

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.

This is a great opportunity for a dynamic individual with FP&A experience in technology/SaaS to join our growing team! Reporting to the VP, Finance and Revenue Operations, this individual will play a critical role in our FP&A function, collaborating with various teams, including go-to-market (GTM), Customer Operations, R&D, Accounting, and other Budget owners. The ideal candidate thrives in a fast-paced environment, is a dedicated team player with excellent business partnering and financial modeling skills, and brings a positive, solution-driven attitude with a desire to learn and grow.

Requirements

· Manage the financial strategy for GTM initiatives, with a focus on building and reporting analytics across Sales, Marketing, and Customer Experience. Key metrics include conversion rates, customer pricing and packaging, capacity planning, and sales funnel performance 

· Partner with Budget owners to develop and regularly review forecasts, including revenue, headcount, and operating expenses 

· Prepare detailed monthly and quarterly P&Ls for various teams (including CARET’s executive team and Board of Directors), with insightful analysis and strategic guidance to drive improved results 

· Help facilitate the month- and quarter- end close processes, ensuring accuracy in our financials. Closely collaborate with Accounting to deliver comprehensive and sound financial results 

· Lead process improvement initiatives to enhance efficiency and accuracy within Finance’s operations 

· Analyze and report on KPIs, improving the clarity and impact of insights to drive business decisions. Work closely with key stakeholders to align on and track performance metrics 

· Drive improvements in operational efficiency by proactively streamlining processes and enhancing reporting and insights, incorporating technology to automate where possible 

· Support ad-hoc financial analysis and regulatory data requests

Qualifications: 

· Multiple years of experience in an FP&A role, with experience in SaaS highly preferred 

· Proven results of driving accelerated bookings and revenue growth through partnership with senior leaders 

· Proven ability to work in a fast-paced environment within a private equity portfolio company 

· Possess a BS/BA in Finance, Accounting, or another analytical field 

· Experience in building and managing budgets, forecasts, and financial plans aligned with strategic objectives 

· Advanced Excel proficiency, including expertise in advanced formulas, financial modeling, and the ability to automate workflows and reporting through data manipulation 

· Strong ability to analyze and interpret financial data to identify trends, risks, and opportunities 

· Ideally have prior experience with SaaS and Payments pricing and packaging, including an understanding of SaaS pricing models and product bundling 

· Skilled in presenting complex financial data in an easy-to-understand view using data visualization and storytelling techniques 

· Excellent verbal and written communications skills to effectively interact with various levels with cross-functional teams. Ability to explain financial concepts concisely to non-finance stakeholders 

· Proficient in other technology, including Excel, PowerPoint, NetSuite, Salesforce, and Domo

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: $110,000 - $130,000 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

#FinanceAccounting

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.

To help fuel our continued expansion, we are looking for a Senior Marketing Manager to join our Marketing team in a hands-on role overseeing the digital marketing campaign strategy, planning, and execution. 

This is an exciting opportunity for an experienced digital marketer to shape our digital strategy, encompassing all paid channels, including but not limited to search, display, social, and content syndication to take our digital demand generation capability to the next level.  

The ideal candidate will have worked with advertising agencies to drive demand awareness that converts into sales ready leads. This also entails testing hypoetheses, tracking, analyzing, and accounting for the effectiveness of each digital touch point and campaign and identifying areas for improvement. 

The Senior Marketing Manager is a highly collaborative position that will coordinate internally across the marketing, sales, and partnership teams and externally with agencies, contractors and media partners. 

Location: This role is remote and open to individuals in any Eastern, Central, or Mountain time zones. 

Requirements

• Drive and coordinate integration of digital strategy across all channels while optimizing spend.  

• Manage assigned paid media budget to optimize spend for efficiency and effectiveness. 

• Stay abreast of emerging digital technologies, media opportunities, and strategies, while optimizing visitor and customer experience. 

• Manage online and external agencies using performance-based metrics and acting as a key liaison between the marketing team and key stakeholders to drive measurable business results. 

• Measure the growth and effectiveness of digital marketing tactics, working to grow and optimize our online presence through testing, landing page optimization, bidding strategies, strong messaging and agency collaboration and management. 

• Collaborate closely with sales stakeholders to improve inbound lead quality, quantity and process management. 

• Media planning, budget management, testing strategy, and campaign tracking. 

Success Metrics 

• Awareness metrics 

• Engagement metrics 

• MQL, SAL, and SQL contribution 

• Conversion rates 

• CPL 

Team member should excel in: 

• Ability to deliver strategic thinking and execution, with a strong attention to details 

• Strong project management and communication skills 

• A passion for data quality and insights, with the ability to drive business recommendations via analytics 

• Ability to create and implement strategic media plans with proven, measurable results 

• Ability to operate in fast paced environment and manage multiple, competing priorities 

Skills & Requirements: 

• 5-7 years’ experience in a fast-paced SaaS environment, preferably in B2B, spearheading digital marketing demand generation. 

• Must have previous budget management experience. 

• Must have previous experience in oversight of paid media channels including PPC and display. 

• Strong interpersonal and team player skills with an ability to communicate at all levels, both internally and externally. 

• Experience with digital agencies, online marketplaces or digital marketing consultancies. 

• Experience working with MarTech stack, including Salesforce, HubSpot, Google Ads, Google Analytics, etc. 

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: $120,000 - $150,000 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

#Marketing

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: 

The Director of Business Systems will oversee and optimize the company's internal business systems and technology infrastructure to support key business operations. This position plays a pivotal cross functional role in aligning go to market, finance, operations, and other functions to ensure that business systems are effective, scalable, and secure. You will lead cross-functional teams in the design, implementation, and management of business systems that improve operational efficiency, drive data-driven decision-making, and support business growth. Operating as a player/coach this position will be a strategic and hands on leader, charged with optimizing internal software expenses, leading cross functional planning, and executing detailed coding/scripting work across a diverse range of technologies.

Requirements

· Priority knowledge: Middleware (Celio), ability to work with a in house custom built solutions (i.e. Customer Portal), Customer payments processing solutions (Stripe, etc.), and ERPs (NetSuite and Zoho), salesforce.com 

· Experience with administering/managing bank feeds, go to market and operational software would be a plus 

· 8+ years of experience in business systems management, IT strategy, or operations, with a proven track record of leadership in a software or technology-driven environment. 

· 3+ years of experience managing a team of IT professionals or business systems experts. 

· Extensive experience with enterprise systems such as ERP (e.g., NetSuite), CRM (e.g., Salesforce), HRIS, financial management, and related tools

Responsibilities

· Oversee a cohesive strategy for all internal systems, with the exception of those that are specifically leveraged exclusively by the Product & Technology team 

· Manage the Order to Cash technology workflow, including customer invoicing, payments processing, and cash application of payments 

· Ensure internal software functions with high quality and reliability 

· Ensure internal software integrations function in a value added manner, addressing integration issues as required 

· Ensure flawless execution of customer payments technology (Stripe, etc) and maintain PCI compliance 

· Incrementally improve ERP functionality (NetSuite & Zoho), charting a path towards ERP consolidation 

· Implement new software as required to support go to market and financial activities 

· Reduce software customizations to reduce administrative and maintenance burden 

· Achieve software spend reduction goals 

· Proven success simplifying and unstacking internal systems 

· Technical support/system admin for a diverse software set which currently has heavy reliance on custom built APIs and scripts

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: $140,000 - $160,000 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.

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

• 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

Qualifications

• 4+ years of hands-on SaaS experience in a high pace environment
• 4+ Years of accounting understanding and experience
• 4+ years relevant work experience in a client-facing technical role, preferably customer success or account management, with a proven track record of retention and high customer satisfaction.
• Over 3 years of technical account management, engagement management, system implementation, technical support or SI consulting experience.

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

• Experience with remote access environments such as Citrix and/or terminal services.
• Must have experience with Microsoft server and client technologies.
• Preferred: Current engineering certifications: MCSA/MCSE, CCNA, CSSA, CCA
• Must possess an enthusiastic personality and foster a positive work environment.

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: $110,000 - $120,000 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

#CustomerSucessManagers

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 

Requirements

As Scrum Master you will work with our Product Department to:

o   Hold the Product Representative responsible for meeting the Definition of Ready on all stories presented to the Scrum Team(s)

o   Ensure that goals, scope, and product impact are understood by everyone on the Scrum Team.

o   Help the Scrum Team(s) understand the need for clear and concise Product Backlog items with good Acceptance Criteria.

o   Help the Product Representative to prioritize the Product Backlog to maximize value.

o   Discourage changes to the Sprint and understand and mitigate the impact.

o   Regularly report on the status of each Epic (project) commitment made by the team to the stakeholders 

As Scrum Master you will be part of the Development Teams and will be responsible for:

o   Coaching the Teams in self-organization and cross-functionality.

o   Help the Development Team to meet the Definition of Done.

o   Remove impediments to the Development Team’s progress.

o   Facilitate Scrum events. 

o   Coach the Development Team on agile practices that are in-line with the CARET standards.

o   Provide visibility into the Agile teams’ delivery plans and Release plans on the program level to stakeholders.  Include coordinating releases across multiple teams.

Additional responsibilities include:

o   Help employees and stakeholders understand and enact agile product development.

o   Drive team retrospectives and continuous improvement

o   Be transparent in communication and status of the Sprint, PI, and Team

o   Organize and keep Jira and Confluence up to date.

o   Work with other stakeholders and engineering teams to clear dependencies for the teams

o   Take on Senior Scrum Master Responsibilities to host PI Planning preparation and execution, support the creation of a Program Backlog, and facilitate meetings across teams and products.

o   Develop and implement the stakeholder communication plan ensuring successful stakeholder engagement at all levels.

o   Facilitate the creation and adoption of working agreements and definitions of ready / definition of done based on CARET’s standards.

o   Measures team and program delivery, maturity, and performance and reviews the metrics with the team to identify improvement opportunities.

Knowledge, Skills & Experience:

•      Project Management 

•      Experience managing projects using Agile methodology.

•      Skills in planning, analysis, and implementation of product development phases

•      Familiar with setting scope, goals, and deliverables

•      Proficient in JIRA and Confluence.

•      Ability to Facilitate relationships within the team and across teams to be productive and collaborative, through building rapport, trust, and respect.

•      Servant Leader who fosters self-organization and a culture of ownership and accountability on the team

•      Challenger/ Experimenter/Innovator: Don’t just accept “the way things work around here”, respectfully challenge and help illuminate the problem areas. They encourage the team to experiment and create a safe environment for the team to learn.

•      Passionate about continuous learning to help the team and organization evolve. Regularly illicit feedback from others and actively seek opportunities to learn.

•      Experience with helping teams become high performing through collaboration and a relentless focus on continuous improvement.

•      Collaborates across the ART to create program level transparency, visibility, and drive commitment.

•      Ability to adapt to changing and fast-paced environments, evolving the change solution ensuring delivery of flexibility and agility.

•      Outstanding interpersonal, leadership, communication, and facilitation skills to establish and maintain excellent working relationships in a corporate environment.

Education and Qualifications:

•      Bachelor's degree in computer science, information technology, or a relevant field preferred.

•      Certified scrum master, SAFe or Scrum@Scale preferred.

•      4-6+ years of experience as a scrum master or in a similar role.

•      Working knowledge of agile methodology, techniques, and frameworks, such as SAFe, Scrum@Scale, Scrum and/or Kanban for software product development

•      Leadership and management experience is preferred.

•      Excellent people and project management skills.

•      Strong analytical and problem-solving 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: $120,000 - $130,000 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. 

We are seeking an experienced Senior 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 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 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

• 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: CAD 130,000 - CAD 145,000. 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