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

Responsibilities Include:

• Managing a portfolio of over 150+ accounts and interact directly with customers via phone, promoting customer satisfaction, product adoption, retention, and renewals

• Proactively manage and foster trusted relationships with new and existing clients
• Maintain a revenue base by managing account retention and renewal
• Develop and execute win/win negotiation strategies with a retention focus in mind
• Identify customer needs and demonstrate strong account management capabilities to drive renewal to on-time closure
• Operating as the lead point of contact for all matters specific to your accounts

• Serve as a point of escalation for the clients with their requests.
• Manage Projects and work closely with Sales, Support, Billing, Product, and other technical teams to ensure an exceptional customer experience and take care of any customer issues
• Being creative when encountering issues or problems with finding Solutions.
• Provide a full breakdown of your accounts that will is consistently viewed internally by the C-Level Executive team.
• Obtain references and referrals from your accounts due to their level of satisfaction with the product and company.

• Maintain a focus on Customer Health and Net Promotor scores to identify risk and opportunities.
• Provide an unparalleled client experience in comparison to Competitive landscape
• This role does not have any direct reports or managerial responsibilities

Qualifications Include:

• 2+ years of account management experience
• Experience supporting a large volume of small to mid-size business customers
• Experience with pipeline management, contract negotiations (retention focus), and meeting quota attainment/revenue targets
• Experience in inside sales/business development, up-selling, product positioning, and customer service to end user customers
• Experience with Project management and being able to prioritize effectively

• Experience with interacting with Owners/Partners of companies externally as well as interacting with C-Suite internally
• Strong customer facing skills and negotiating tactics
• Experience with Salesforce is required
• Experience working within the software, SaaS, technology industry is highly preferred
• Bachelor’s degree preferred, but not required

Skills You Need to Succeed:

• Positive attitude
• Competitive by nature and a true go-getter
• Someone who is motivated by achieving and better yet, exceeding quotas
• Confidence, high energy, self-motivated

• Team player through in and out
• Collaborative mindset needed
• Active listener and inquisitive
• Cultivates and sustains customer relationships
• Responds with a sense of urgency

• Effectively works in a remote environment
• Thrives on change, a fast-paced and metric-driven environment while remaining organized
• Achieves tight deadlines and remains calm under pressure
• Attention to detail and ability to manage many moving activities at once
• Professional phone, written and verbal communication skills

• Impactful presentation skills and able to effectively administer meetings

Benefits

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

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

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

Pay range: $65,000 - 70,000 with bonus. 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.

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