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

• 2+ years of public accounting or equivalent experience required

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

Responsibilities

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

Desired Skills

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

Benefits

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

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

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

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

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

#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

• 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. 

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.

The Role

We are looking for an Accounts Receivable Specialist whose primary objective is to drive collections across the customer base, with primary focus on collecting from past due accounts. is responsible for managing and processing incoming payments, maintaining accurate records of financial transactions, resolving any discrepancies, and ensuring the company’s accounts are up-to-date and accurate. The specialist will also be responsible for following up on overdue payments and coordinating with clients and internal departments.

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 increase 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 ageing and activity reports to ensure alignment and accountability with team leadership. 
• 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: $60,000 - $70,000 . 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