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
• Cold Calling experience preferred
• 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: $40,000 - $60,000. Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.

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

#LI-Remote

#LI-ST1

#Sales

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.

Our team-defined values guide how we show up for each other, for our partners, and for our customers:

• We succeed together
• We embrace progress
• We care big
• We create space

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 enterprise 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.

Pay range: $70,000 - $100,000. Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.

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

#LI-Remote

#LI-ST1

#Sales

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.

Our team-defined values guide how we show up for each other, for our partners, and for our customers:

• We succeed together
• We embrace progress
• We care big
• We create space

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 3+ 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.

Pay range: $60,000 - $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

#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

Requirements

As a Solutions Consultant, your role will be to partner with the sales team in selling our world class practice management solution to law firm clients. This is an ideal opportunity for someone with strategic consulting and technical skills to enhance their career in a fast growing and innovative company.

Responsibilities/Duties:

• Running in-depth technical demonstrations that highlight CARET Legal’s value proposition and demonstrate technical capabilities
• Acting as a trusted advisor and subject matter expert to customer stakeholders, and sharing insights and learnings to help customers improve their ROI from our platform
• Delving into the customer’s tech-stack and processes, and identifying any opportunities, risks, issues, or opportunities that need to be considered during the sales process

• Partnering with our Account Executives in scoping out how CARET Legal will be used within the prospect’s organization, mapping out use cases, new workflows, and the path to value
• For our large clients, planning and executing proof of concepts and technical validations, ensuring that all stakeholders are engaged and informed throughout the process.
• Ensuring a thorough handover of the customer to the team responsible for onboarding and implementation
• Keeping abreast of trends to increase your credibility in the legal practice management industry e.g. going to industry events, subscribing to blogs/podcasts, reading books, researching case studies
• Learning about the experiences of other CARET Legal customers, so that you can apply these successes and learnings to your conversations

• Developing in depth knowledge of our platform - features, value and use cases
• Contributing to the Product, Marketing, Success, and other teams to help CARET Legal be a better company and platform, and in turn, make a bigger impact on our customers
• Sharing your selling and technical experience with internal teams, so that they strengthen their own knowledge and skills
• Travel may be required (up to 25% of the time)

• 3-5 years’ experience in a solutions consulting role at a SaaS company
• Ability to learn complex technical functionality quickly
• Strong aptitude for delivering technical demonstrations in an engaging way, drawing on examples and insights to highlight the value of the platform and the benefit it will bring to the customer
• Highly skilled at discovery, asking thoughtful questions that result in meaningful insights

• Ability to present a technical subject matter to a diverse range of stakeholders (technical and non-technical) in a polished and confident manner, and can tailor your content based on the audience
• Previous cloud experience
• Previous virtual desktop experience with knowledge of printing, thin clients, networking, and sizing applications and computing resources
• Knowledge in sizing third-party applications for private virtual servers and a virtual desktop environment

• BS/MS in Business, Computer Science, Information Science, or related experience
• Experience in the legal, or accounting industry is a bonus
• Experience with cybersecurity a bonus
• High-level understanding of the following Microsoft products a plus but not required: Server, RDP, Hyper-V, Windows, Office 365 Enterprise suites, SQL, etc.
• Understanding of ETL best practices/methodologies, relational structures, dimensional data modeling, structured query language (SQL) skills, data warehouse, reporting techniques, and custom reporting using SSRS pluses but not required

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 - $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

#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 inform our purpose and the way we work together, for our partners, and for our customers:

• We succeed together
• We embrace progress
• We care big

• We create space

Requirements

You will be responsible for the development of central components of our document automation solution.

As part of a cross-skilled team, you will:

• Write code every day.
• Provide technical and architectural leadership, and drive engineering quality across the full application stack for a growing development team.
• Propagate a professional culture of ownership, openness, and self-improvement within the team through development and mentoring of team members and the championing of best practices and standards.

• Collaborate with the Product Owner to own the entire development pipeline from inception to production.
• Interact with the rest of the business to gain deep understanding of our products, customers, and users.

Successful candidates will have significant professional experience within a software engineering team and will be:

• An adaptable, senior developer, capable of delivering robust, quality solutions with a high level of autonomy.
• A software quality evangelist, demonstrating a commitment to best patterns and practices including agile, domain driven design, clean code, and peer code review.
• Passionate about great UX and UI.
• Experienced in supporting and developing other members of staff.

• Excellent at technical communication.

Experience in the following technologies is essential:

• C#
• .NET Framework

• ASP .NET MVC
• REST
• SQL Server
• Visual Studio
• git

Experience in the following technologies is desirable:

• WPF
• .NET Core
• JavaScript

• Azure (App Services, Azure SQL, Application Insights)
• Azure DevOps
• IIS
• Containers
• Networking (DNS, load balancing, HTTP)
  

HotDocs Document Automation

HotDocs document automation helps thousands of professionals to maximize efficiency, minimize risk, enhance compliance, and improve quality. Our document generation tool slashes the time it takes to draft, assemble, and distribute new documents. The automated workflow protects against errors and ensures perfectly formatted and accurate documents every time. Using our powerful APIs, HotDocs can be integrated with existing processes or used to assemble documents at scale.

The Team

Our distributed engineering and product teams focus on developing our market leading document assembly platform.

As a senior team member, you will be actively involved in mentoring colleagues, driving architecture decisions, developing and improving features, and working directly with stakeholders to deliver world-class products. In addition, your efforts will be recognized and used by a large and growing community of HotDocs users across the globe in a wide variety of industries.

Our team's goal is to deliver continuous value to customers and the business in a sustainable, quality driven environment. As we are continuously evolving our software code base, tools and agile processes, our work takes on a combination of coding and review, changes to tools and systems and adjustments to our infrastructure and test automation.

As a Microsoft Partner, CARET is able to offer access to the latest enterprise tools with an MSDN Enterprise subscription.

Benefits

• Life Insurance
• Private Healthcare
• Dental plan
• Pension
• 33 days holiday
• Flexible working
• Highly competitive salary

• Perks:
  • Remote first environment
  • Remote first organisation
  • Social events
  • Anniversary gifts
  • Microsoft Gold partnership, allowing full MSDN access and monthly Azure credit

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

#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

• Maintain and update consolidated and product level budgeting and forecasting models

• Produce Go-To-Market (GTM) analytics and reporting, including forecasting, pipeline analysis, win/loss analysis, performance to quota, as well as marketing funnel performance against plan and industry benchmarks
• Calculate and forecast variable compensation for the GTM team
• Provide analysis regarding period over period and actual vs. forecast performance
• Work with cost center owners to determine budgets, maintain and update these budgets throughout the year
• Partner with the cost center owners on the annual and quarterly planning processes including headcount, capacity and expense planning

• Identify and report on operating metrics and identify areas for improvement. Maintain weekly, monthly and quarterly dashboards, operating result packages and board materials
• Prepare management presentations for leadership to analyze results

Qualifications

• 3+ years of experience in finance, analytics, or revenue ops, preferably in a B2B SaaS environment

• Experience with a data-driven sales process
• Exposure to B2B SaaS businesses, metrics, and customer lifecycle.
• Ability to communicate effectively with stakeholders
• Financial modeling experience and a willingness to dig into the details
• Collaborative mindset that can work well on structured tasks independently; driven and self-motivated

• Positive attitude and strong work ethic
• Bachelor’s in a related field degree required

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: $100,000 - $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

#Corporate

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

As a leader within Software Engineering, you will:

• Lead the design, development, and maintenance of full stack applications using Node.js, React, NestJS, TypeScript, .NET, and C# to ensure best in class software.
• 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.
• Promote and ensure adherence to high-quality software engineering practices in the areas of code quality, testing, and security.
• Collaborate with cross-functional teams to define, design, and implement new features and enhancements.
• 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.

• 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, NestJS, .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, logging and managing applications.
• Demonstrated understanding of GitHub, GitHub actions

• Proficient in Kubernetes, SQL Server and Postgres
• Strong experience with Azure Functions, Azure front door, and Azure key vault
• 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.
• Strong experience with third party payment providers like Stripe or Payrix
• 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.

• 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: $135,000 - $166,000. 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

As a leader within Software Engineering, you will:

• Lead the design, development, and maintenance of full stack applications using Node.js, React, NestJS, TypeScript, .NET, and C# to ensure best in class software.
• 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.
• Promote and ensure adherence to high-quality software engineering practices in the areas of code quality, testing, and security.
• Collaborate with cross-functional teams to define, design, and implement new features and enhancements.
• 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.

• 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, NestJS, .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, logging and managing applications.
• Demonstrated understanding of GitHub, GitHub actions

• Proficient in Kubernetes, SQL Server and Postgres
• Strong experience with Azure Functions, Azure front door, and Azure key vault
• 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.
• Strong experience with third party payment providers like Stripe or Payrix
• 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.

• 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
• 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: $135,000 - $166,000. 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

• 5+ years of experience in sales operations at a SaaS company
• Highly skilled at creating and analyzing sales reports, optimizing processes and managing dashboards
• A strong ability to identify process inefficiencies and propose and implement solutions
• Experienced people manager, with a strong desire and aptitude for coaching and developing high performing teams
• Strong project management and organizational skills
• Strategic sales thinker
• Outstanding communication and interpersonal skills, with the ability to build relationships across the organization
• Strong attention to detail
• Comfortable handling multiple demands, shifting priorities, and rapid change
• Advanced Excel skills
• Expert level understanding of Salesforce and the architectural requirements to create a world-class sales tech stack

Responsibilities

• Lead, manage and evaluate the sales tools, processes, policies, and programs to maximize sales productivity and effectiveness and drive revenue growth
• Identify opportunities for sales process automation and optimization, with a focus on efficiency and scalability
• Develop and lead the execution of our Salesforce strategy by analyzing trends, understanding the needs of the business and developing a roadmap
• Monitor adoption of sales tools, and develop and manage a data governance framework to ensure data hygiene across sales systems
• Manage our high performing team of Salesforce Administrators, by guiding their prioritization, managing their workload, and ensuring the work aligns with broader Salesforce strategy
• Create presentations for the Executive Leadership Team and board reporting
• Create and implement sales forecasting models to provide visibility into revenue performance and inform decision-making
• Track and analyze key metrics including pipeline growth and conversion rates, and identify ways to optimize and improve performance to increase revenue growth and deal velocity
• Analyze sales data, identifying trends and opportunities, and creating reports to help sales managers make data-driven decisions.
• Collaborate with sales leaders to develop and execute sales management cadences and processes (territory assignment, forecasts, QBRs, pipeline analysis and development and account planning)
• Collaborate with our Marketing team to refine lead qualification process and analyze and report on campaign performance

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: $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

#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

Joining CARET at this exciting time in our transformation you will be able to have an immediate impact. We are seeking a highly skilled SVP, Product with a storied history in the software product development sector, to join the Leadership team. This person would be the product leader to lead all product efforts at CARET.

The SVP, Product will be tasked with making product development decisions on behalf of the company, including managing a product development budget and making investments to align the company with their vision for its technological needs. The ideal candidate should be a strategic thinker, an effective communicator, and an expert in software product development.

The mission of the role is to provide visionary leadership to shape, guide, and oversee CARET’s Product Development’s rapid growth.

Requirements

• Understand the value proposition of our offerings across key verticals and drive strategy and execution to increase market share, retain and grow a customer base of more than 10,000.
• Driving CARET’s thought leadership strategy within our product delivery process by considering input from:

• Product delivery teams, including design, product management, software, and engineering

• Marketing and sales teams
• Customer success and professional services teams
• Prospective customers, including customers of competitors
• Competitors and other players in legal and accounting technology

• Continuously improve our systems for gathering the above input; ensure that our product-delivery organization is making data-driven decisions.

• Own the strategy to accelerate the adoption of analytics and AI within our platform by driving thought leadership and developing best practices in the AI and machine learning domains within the industry; work with CARET product teams to maintain a cutting-edge analytics roadmap.
• Approve product roadmaps and priorities; represent the voice of the marketplace in product discussions, drive level of spend on all product delivery functions relative to other company priorities; use products to aggressively drive growth.
• Approve specific product designs; drive revisions and high-quality ending output with product management and design teams; question platform and engineering decisions where they impact user-facing functionality and current or future engineering scope.
• Lead a team of internal product-domain experts who are responsible for synthesizing market feedback, analyzing legal and accounting technology trends and competitive landscape, and providing real-life practice experience to inform product planning.
• Continue building the best tech product teams in the world, including hiring, coaching, developing, and inspiring other domain experts.

• Make final decisions on products as necessary.
• Articulate product visions and strategy and impact of new product development to the company, our go-to-market organization, our customer base, and the broader market.
• Working with other product leaders to prepare and present executive and board of directors’ presentations that articulate the product vision and strategy for CARET.

Required Skills/Abilities:

• A self-directed professional who knows what needs to be done and operates with a sense of urgency, focus and discipline.
• Able to multitask and effectively prioritize competing priorities in a dynamic, fast-paced, entrepreneurial environment.
• A strong problem-solver who is diplomatic yet effective and efficient.
• Can maintain visibility of all departmental activities that impact the business.

• Have exceptional quantitative and analytical skills.
• An excellent communicator – written, verbal, presentation and interpersonal.
• Strong process orientation – able to design, orchestrate and lead the product management teams in CARET’s secure development lifecycle, client engagements, sales interaction, support triage 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: $250,000 - $280,000. 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

#ProductTech

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

• Develop and manage campaigns to increase lead volume, customer acquisition, cross-sell, and retention.
• Own MQL and conversion rate goals for specific solutions and market segments.
• Collaborate with product marketing, partnerships team, sales, and customer success to develop ABM strategies to achieve up-market and cross-sell revenue targets
• Maintain a multi-channel marketing calendar and campaign plan to ensure alignment and collaboration across marketing and revenue teams

• Optimize conversion to get the most out of every visitor and click, partnering with product marketing to refine the right messaging for each segment.
• Test, learn, optimize, operationalize, repeat.

Qualifications

• Minimum 5 years’ marketing experience with partnership marketing and/or ABM experience preferred.

• Strong collaborator who can work effectively cross functionally and develop close partnership with sales, revenue operations, and marketing teams
• Exceptional project management skills with ability to juggle multiple campaigns simultaneously
• Working knowledge of marketing technology such as HubSpot, Salesforce.com, and Google Analytics
• Keen focus on data and analytics to understand the performance of funnels, campaigns, channels, and experiments
• Strong communicator with strong relationship management skills

• Bachelor’s degree or equivalent experience with an emphasis on Marketing or Business preferred
• Experience working in a B2B SaaS environment and/or marketing to SMB firms a plus
• Must thrive in a fast-paced and ever-changing environment of a growth company is paramount.

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: $90,000 - $110,000. 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

#Marketing

HotDocs Document Automation

HotDocs document automation helps thousands of professionals to maximize efficiency, minimize risk, enhance compliance, and improve quality. Our document generation tool slashes the time it takes to draft, assemble, and distribute new documents. The automated workflow protects against errors and ensures perfectly formatted and accurate documents every time. Using our powerful APIs, HotDocs can be integrated with existing processes or used to assemble documents at scale.

To join our remote-first, engage from anywhere team, visit getcaret.com/careers.

Requirements

Here's the experience we’re looking for at HotDocs….

• Selling to Global 2000 key accounts operating as a hunter and farmer.
• Navigating an opportunistic greenfield territory, top of funnel activity & outbound prospecting, while also nurturing accounts through a “land and expand” approach.
• Experience navigating a complex sales cycle (6-9 months) from start to finish, leveraging internal and external resources across HotDocs, the customer and partner ecosystems.
• Comfortable speaking to senior executives (c-suite and business partners) and strong presentation skills for delivering in-person and virtual presentations.
• Flawless execution when performing discovery, to build out ROI and quantifiable business cases that map challenges and expected value with HotDocs capabilities.
• A trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals.
• Actively seeking to understand industry trends to help position against competitors.
• Prior experience selling to Financial Services, Legal and Insurance companies is a plus!

Are you…

• Experienced. Minimum 5-7 years of experience selling enterprise software as an Account Executive. You’ve held a quota of at least $1 million dollars for Net New Business across multiple years in the past.
• Proven. Backed by a track record of proven success, including selling at the enterprise level, consistent quota achievement and landing new logos.
• Team Player. No lone wolves, we win and celebrate as a team here at HotDocs.
• Self-Motivated & driven. Possess a hungry, high energy, “roll-up-your-sleeves” mentality.
• Self-Starter. You know what it takes to develop relationships and find creative ways to break into new accounts/expand at your customers.
• Problem Solver. You don't stop when you encounter a challenge and instead find a way to overcome the obstacle and find success.
• An Effective Presenter. Experienced delivering in-person presentations to multiple audiences.
• Tenured. Displays loyalty and perseverance through long, stable job tenure and positive career trajectory.
• Consultative. A trusted advisor to both customers, colleagues and partners.

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: $100,000 - $150,000. Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.

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

#LI-Remote

#LI-ST1

#Sales