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.
Apply
CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.
Our team-defined values guide how we show up for each other, for our partners, and for our customers:
- We succeed together
- We embrace progress
- We care big
- We create space
To join our remote-first, engage from anywhere team, visit getcaret.com/careers.
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 is a leading technology provider for legal, accounting, and compliance-focused professionals. We empower our customers to grow their businesses, better serve their clients, and operate at peak efficiency—all within a secure, cloud-enabled ecosystem.
About the Team
Our Technical Support team is passionate about enabling the success of our customers, solving problems, and having fun while we work hard. Daily we work with our customers through a number of channels including phone calls, video calls, e-mails, and self-service requests. We are never bored or without opportunity to make a difference in the professional lives of our customers. Our team-defined values guide how we show up for each other, for our partners, and for our customers:
- We succeed together
- We embrace progress
- We care big
- We create space
Responsibilities
· Provide input into the presales process and support service issues, strategy and approach.
· Develop and grow the CARET legal post sales Service Management function.
· Encourage open communication between team members, suggesting and driving forward ideas about how the team can work more effectively together.
· Cascade business objectives and targets to the team.
· Review daily priorities and take appropriate action to ensure results are achieved.
· Remain aware of new product developments ensuring input and tactical direction to the business on customer service and support challenges.
· Liaison with the internal functions including sales, product management, engineering, network operations, provisioning and other service functions
· Ensure high quality, up-to-date documentation exists for all service arrangements.
· Ensure test labs are maintained to agreed standards and all relevant testing is documented
· Provide input into the company service strategy
· Act as escalation point for major incidents and maintain the incident management framework to ensure a prompt resolution and communication of the incident and maintain a high CSAT rate.
· Review Red Accounts status and the trend of incidents to analyse and identify root causes and go-green plans for major incidents and escalations.
· Drive continuous service improvement initiatives to enhance CARET legal users experience and engagements.
· Acquire and maintain advanced levels of product knowledge to assist subject matter experts within the support team and interface with other stakeholders.
· Participate, collaborate and allocate support resources for other CARET legal related initiatives such as Support Q&A sessions, Knowledge Events and Release Readiness Program to enable the Center of Excellence cross-functional teams align best practices and processes globally.
Apply
Caret is a leading technology provider for legal, accounting, and compliance-focused professionals. We empower our customers to grow their businesses, better serve their clients, and operate at peak efficiency—all within a secure, cloud-enabled ecosystem.
About the Team
Our Technical Support team is passionate about enabling the success of our customers, solving problems, and having fun while we work hard. Daily we work with our customers through a number of channels including phone calls, video calls, e-mails, and self-service requests. We are never bored or without opportunity to make a difference in the professional lives of our customers. Our team-defined values guide how we show up for each other, for our partners, and for our customers:
- We succeed together
- We embrace progress
- We care big
- We create space
Responsibilities
· Provide input into the presales process and support service issues, strategy and approach.
· Develop and grow the CARET legal post sales Service Management function.
· Encourage open communication between team members, suggesting and driving forward ideas about how the team can work more effectively together.
· Cascade business objectives and targets to the team.
· Review daily priorities and take appropriate action to ensure results are achieved.
· Remain aware of new product developments ensuring input and tactical direction to the business on customer service and support challenges.
· Liaison with the internal functions including sales, product management, engineering, network operations, provisioning and other service functions
· Ensure high quality, up-to-date documentation exists for all service arrangements.
· Ensure test labs are maintained to agreed standards and all relevant testing is documented
· Provide input into the company service strategy
· Act as escalation point for major incidents and maintain the incident management framework to ensure a prompt resolution and communication of the incident and maintain a high CSAT rate.
· Review Red Accounts status and the trend of incidents to analyse and identify root causes and go-green plans for major incidents and escalations.
· Drive continuous service improvement initiatives to enhance CARET legal users experience and engagements.
· Acquire and maintain advanced levels of product knowledge to assist subject matter experts within the support team and interface with other stakeholders.
· Participate, collaborate and allocate support resources for other CARET legal related initiatives such as Support Q&A sessions, Knowledge Events and Release Readiness Program to enable the Center of Excellence cross-functional teams align best practices and processes globally.
Requirements
· Bachelor of Arts/Bachelor of Science degree in a Technology discipline preferred or 5 years of equivalent work experience.
· Must have 3-5 years’ experience in senior technical support team.
· Requires professionalism and the ability to work in a remote and independent environment
· Ability to work in a fast-paced, demanding environment, with multiple and changing priorities while maintaining strong attention to detail.
· Strong interpersonal and team player skills with an ability to communicate at all levels, both internally and externally.
· Zendesk and Salesforce experience is a plus.
· Strong work ethic with a sense of urgency
· Ability to work both independently and as part of a team is a must.
· Highly energetic, positive and enthusiastic team player with an ability to communicate at all levels, both internally and externally.
· Strong customer-focus skills with ability to recognize customer requirements, assist customer in achieving their goals, manage customer expectations and consistently achieve high customer satisfaction
· Excellent analytical and problem-solving abilities
· Strong attention to detail
· Excellent verbal and written communications skills
· Strong organizational and management skills; ability to efficiently manage a variety of multiple concurrent projects simultaneously
Benefits
- Flexible PTO
- Summer Fridays
- No meeting Fridays
- Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
- Flexible Spending Account
- Health Savings Account
- 401(k) match
Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer.
The compensation information below is provided in compliance with job posting disclosure requirements.
Pay range: $60,000 - $65,000 USD. Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.
Depending on the position, compensation may also include commission, bonuses, etc. Potential for bonuses is based on company performance and potential for merit increases is based on performance.
#LI-Remote
#LI-ST1
#ProductsTech
CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.
Our team-defined values guide how we show up for each other, for our partners, and for our customers:
- We succeed together
- We embrace progress
- We care big
- We create space
To join our remote-first, engage from anywhere team, visit getcaret.com/careers.
Apply
CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.
Our team-defined values guide how we show up for each other, for our partners, and for our customers:
- We succeed together
- We embrace progress
- We care big
- We create space
To join our remote-first, engage from anywhere team, visit getcaret.com/careers.
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
To join our remote-first, engage from anywhere team, visit getcaret.com/careers.
Position Overview:
This person will oversee the implementation, data migration and onboarding of our CARET Legal clients. CARET Legal is our cloud-based practice management, billing and accounting software. A successful Onboarding Project Manager has excellent communication skills, builds a strong rapport with clients, and will be instrumental in balancing the needs of our clients with the availability of internal resources.
Apply
CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.
Our team-defined values guide how we show up for each other, for our partners, and for our customers:
- We succeed together
- We embrace progress
- We care big
- We create space
To join our remote-first, engage from anywhere team, visit getcaret.com/careers.
Position Overview:
This person will oversee the implementation, data migration and onboarding of our CARET Legal clients. CARET Legal is our cloud-based practice management, billing and accounting software. A successful Onboarding Project Manager has excellent communication skills, builds a strong rapport with clients, and will be instrumental in balancing the needs of our clients with the availability of internal resources.
Requirements
· Bachelor's degree or relevant experience
· Onboarding, Implementation, project management, or client facing experience troubleshooting product issues and business requirements
· Experience in managing a portfolio of clients/projects
· Experience with CRM systems such as SalesForce
· Experience with Microsoft Office products and project management tools, with a focus on Excel, ShareFile, Confluence, GuideCX
· Client-facing experience in an enterprise software or cloud business
· Excellent written, verbal, and presentation skills, with the ability to simplify technical information
· Tech-savvy with a strong aptitude for continuous learning.
· Team-oriented with a customer first focus.
· Past remote work experience.
· Legal or Accounting experience and PMP Certification is a plus
Responsibilities
· Manages client Onboarding experience from enrollment through product adoption (handoff to CSM/Support)
· Work with clients to confirm data migration requirements, define gaps, determine project specifications for engineering, identify solutions, and implement recommendations
· Measure project performance and maintain clear and concise notes using appropriate tools and techniques
· Establish and maintain excellent client rapport via phone, online screen shares, and email
· Maintains ongoing communication with customers weekly at a minimum and is responsive throughout the customer journey
· Serves as liaison and escalation point on data migration, training, and product between company and client; engage the appropriate internal skills/resources to remove blockers and complete client projects
· Creative problem solver; communicates with cross-disciplinary project teams and leverages prior experience to develop appropriate solutions
· Demonstrates thorough knowledge of the company's products including new features
· Setting expectations and mitigating risk for timelines, data, and product features
· Self-starter, results-oriented and conscientious about meeting deadlines and follow through
· Ensures lessons learned applied to future efforts
Benefits
- Flexible PTO
- Certification(s) reimbursement
- Summer Fridays
- No meeting Fridays
- Extended Medical, Dental, Paid Sick Days, Vision, Life Insurance, and Disability Leave Coverage
Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer.
The compensation information below is provided in compliance with job posting disclosure requirements.
Pay range: $100,000 - $118,000 CAD. Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.
Depending on the position, compensation may also include commission, bonuses, etc. Potential for bonuses is based on company performance and potential for merit increases is based on performance.
#LI-Remote
#LI-ST1
#ProductsTech
CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.
Our team-defined values guide how we show up for each other, for our partners, and for our customers:
- We succeed together
- We embrace progress
- We care big
- We create space
To join our remote-first, engage from anywhere team, visit getcaret.com/careers.
Job Overview
We are seeking a skilled Services Solution Consultant to join our SaaS Legal Practice Management software company. The successful candidate will work directly with our sales representatives and client prospects to discuss onboarding, implementation, data migration, and professional services solutions. The Services Solution Consultant will be responsible for aiding in the creative solutioning process pre-sale for complex data migration-related scenarios, scoping of custom reports, and similar professional services capability, feasibility, scope, and cost determinations.
Apply
CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.
Our team-defined values guide how we show up for each other, for our partners, and for our customers:
- We succeed together
- We embrace progress
- We care big
- We create space
To join our remote-first, engage from anywhere team, visit getcaret.com/careers.
Job Overview
We are seeking a skilled Services Solution Consultant to join our SaaS Legal Practice Management software company. The successful candidate will work directly with our sales representatives and client prospects to discuss onboarding, implementation, data migration, and professional services solutions. The Services Solution Consultant will be responsible for aiding in the creative solutioning process pre-sale for complex data migration-related scenarios, scoping of custom reports, and similar professional services capability, feasibility, scope, and cost determinations.
Requirements
· 3+ years of experience in SaaS software, services consulting, or related field.
· Experience working with SaaS software solutions, preferably in the legal industry.
· Strong problem-solving skills and ability to think creatively to find solutions.
· Excellent communication and interpersonal skills, with the ability to effectively communicate technical information to non-technical audiences.
· Ability to work independently and as part of a team in a fast-paced environment.
· Strong time management skills and ability to manage multiple objectives simultaneously.
· Familiarity with SaaS software data migration, ETL operations, and other software related projects.
· Knowledge of SQL and other programming languages is a plus.
Key Responsibilities:
· Reduce risk associated with the alignment gap between client needs, expectations, and solution delivery.
· Work closely with sales representatives to understand client needs and answer any questions related to onboarding, implementation, and professional services solutions.
· Inspire confidence in the client regarding our onboarding & implementation packages, process, and best practices.
· Act as an Onboarding & Services pricing subject matter expert for Sales
· Collaborate with project managers and development teams to ensure successful onboarding, implementation, and data migration for clients.
· Development of SOWs (Statement of Work) to align to client needs and clearly articulate to the services organization the solution to be delivered.
· Participate in client meetings to discuss solutions and answer any technical questions.
· Coordinate hand-off from sales to the onboarding & implementation team.
· Develop and maintain a deep understanding of our software and its capabilities to effectively communicate with clients and prospects.
· Provide feedback to the development team on client needs and potential new features or enhancements.
· Stay up-to-date on legal practice industry trends and best practices related to software services solutions.
Benefits
- Flexible PTO
- Summer Fridays
- No meeting Fridays
- Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
- Flexible Spending Account
- Health Savings Account
- 401(k) match
Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer.
The compensation information below is provided in compliance with job posting disclosure requirements.
Pay range: $125,000 - $155,000 USD. Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.
Depending on the position, compensation may also include commission, bonuses, etc. Potential for bonuses is based on company performance and potential for merit increases is based on performance.
#LI-Remote
#LI-ST1
#ProductsTech