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
- Minimum 5+ years of direct new business quota carrying 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 CARET Legal.
- 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.
- Grit, Tenacity, and Curiosity
Responsibilities
- Selling to Legalkey 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 CARET Legal, 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 CARET Legal 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
- Experience selling ERP / Backend
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.
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.
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.
Pay range: $70,000 - $90,000 . 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 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
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 engineering and product teams are distributed, with a strong base in Edinburgh. They focus on developing HotDocs, 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 makes use of Microsoft Azure, and the latest enterprise tools such as GitHub Copilot.
The Role
You will be contributing front end code to HotDocs Advance, a modern web portal written in Angular, with a .NET Core back end. It is used by customers to manage and collaborate on templates and documents. As a member of this team, you will be involved in refining and coding enhancements and features to our systems. Your efforts will be recognized and used by a large and continually growing community of HotDocs users across the globe in a wide variety of industries. Customers range from small businesses to global corporations, and you will gain experience of writing software that meets the needs of enterprise users in performance, accessibility, and scalability.
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 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
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 engineering and product teams are distributed, with a strong base in Edinburgh. They focus on developing HotDocs, 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 makes use of Microsoft Azure, and the latest enterprise tools such as GitHub Copilot.
The Role
You will be contributing front end code to HotDocs Advance, a modern web portal written in Angular, with a .NET Core back end. It is used by customers to manage and collaborate on templates and documents. As a member of this team, you will be involved in refining and coding enhancements and features to our systems. Your efforts will be recognized and used by a large and continually growing community of HotDocs users across the globe in a wide variety of industries. Customers range from small businesses to global corporations, and you will gain experience of writing software that meets the needs of enterprise users in performance, accessibility, and scalability.
Requirements
As part of a cross-skilled team, you will:
- Write code every day.
- Help to drive engineering quality
- Champion the use of best practices and standards.
- Collaborate with the Team Lead and Product Owner to refine and deliver the best possible solutions.
- 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.
- Passionate about great UX and UI.
- Excited to write a complex browser-based application
- Excellent at technical communication.
Experience in the following is essential:
- JavaScript, TypeScript
- SPA frameworks / libraries, preferably Angular
- Building complex web applications
- State management techniques
- webpack
- VS Code
- git
Experience in the following is desirable:
Benefits
Benefits:
- Life assurance
- Private Healthcare
- Bupa Dental
- Pension
- 33 days holiday
- Flexible working
- Highly competitive salary
*Note - we are not accepting agency assistance at this time
#LI-Remote
#LI-AM2
#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
- 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
- Maintain and update consolidated and product level budgeting and forecasting models
- 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: $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
#Corporate
We are looking for a talented, smart, and driven Director of Corporate Development to join our growing team. Reporting to the CFO and working closely with the CEO and Board of Directors, this person will be CARET’s first Corporate Development hire and play a critical role in continuing to shape the company’s strategy, focusing on M&A and strategic planning. The Director of Corporate Development will collaborate with the leadership team and business stakeholders to drive growth and business results, playing a crucial role in CARET’s portfolio optimization in the dynamic and rapidly growing LegalTech market.
A bit about CARET
We are in an exciting and unique phase of our business - in a market that is in transformation.
Lawyers are indispensable advisors, occupying a pivotal role in our ecosystem where they serve a diverse clientele including individuals, businesses, and corporations. These legal professionals embark on their careers with a passion for service and advocacy. However, the reality of administrative burdens of running a firm often overshadow their primary mission. Our aim is to streamline and simplify the administrative aspects of legal practice, empowering law firms to create space on what truly matters – providing exceptional service to their clients. Our platform is not just a tool; it's a catalyst for enabling lawyers to fulfill their original calling with greater efficiency and impact.
Astonishingly, less than half of law firms have yet to adopt essential practice management software, and of those who have, a mere fraction have embraced cloud technology. This landscape is characterized by a rapid technological evolution, presenting unprecedented opportunities for growth and innovation in the legal sector. CARET is at the epicenter of this shift, offering a cutting-edge, cloud-based SaaS platform specifically designed for mid-sized law firms. Our vision is to not just participate in this tech-driven transformation but to lead it, accelerating our development, expanding our technological footprint, and pioneering a complete digital revolution in the legal industry.
How you do your job is just important as what you do… 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
A hands-on yet strategic leader, the Director of Corporate Development will own CARET’s M&A strategy end-to-end, from research, sourcing and pipeline management to diligence, negotiations, valuation, and integration.
The ideal candidate will be a hands-on problem solver and collaborative team player with strong quantitative and strategic skills, a strong sense of ownership, accountability, and urgency. A deep understanding of SaaS, robust technical financial background, and experience in business case construction and transaction management across the M&A lifecycle are essential to perform this role effectively. Experience in Vertical SaaS platform businesses and/or LegalTech or Fintech are a plus.
This is a highly visible role, collaborating with CARET’s leadership, its sponsors and the board, and external parties such as investment banks and consultants. This person will be viewed as an expert and thought partner to CARET’s leadership. He or she will consistently seek opportunities to introduce new ideas to drive growth and challenge the status quo.
Apply
We are looking for a talented, smart, and driven Director of Corporate Development to join our growing team. Reporting to the CFO and working closely with the CEO and Board of Directors, this person will be CARET’s first Corporate Development hire and play a critical role in continuing to shape the company’s strategy, focusing on M&A and strategic planning. The Director of Corporate Development will collaborate with the leadership team and business stakeholders to drive growth and business results, playing a crucial role in CARET’s portfolio optimization in the dynamic and rapidly growing LegalTech market.
A bit about CARET
We are in an exciting and unique phase of our business - in a market that is in transformation.
Lawyers are indispensable advisors, occupying a pivotal role in our ecosystem where they serve a diverse clientele including individuals, businesses, and corporations. These legal professionals embark on their careers with a passion for service and advocacy. However, the reality of administrative burdens of running a firm often overshadow their primary mission. Our aim is to streamline and simplify the administrative aspects of legal practice, empowering law firms to create space on what truly matters – providing exceptional service to their clients. Our platform is not just a tool; it's a catalyst for enabling lawyers to fulfill their original calling with greater efficiency and impact.
Astonishingly, less than half of law firms have yet to adopt essential practice management software, and of those who have, a mere fraction have embraced cloud technology. This landscape is characterized by a rapid technological evolution, presenting unprecedented opportunities for growth and innovation in the legal sector. CARET is at the epicenter of this shift, offering a cutting-edge, cloud-based SaaS platform specifically designed for mid-sized law firms. Our vision is to not just participate in this tech-driven transformation but to lead it, accelerating our development, expanding our technological footprint, and pioneering a complete digital revolution in the legal industry.
How you do your job is just important as what you do… 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
A hands-on yet strategic leader, the Director of Corporate Development will own CARET’s M&A strategy end-to-end, from research, sourcing and pipeline management to diligence, negotiations, valuation, and integration.
The ideal candidate will be a hands-on problem solver and collaborative team player with strong quantitative and strategic skills, a strong sense of ownership, accountability, and urgency. A deep understanding of SaaS, robust technical financial background, and experience in business case construction and transaction management across the M&A lifecycle are essential to perform this role effectively. Experience in Vertical SaaS platform businesses and/or LegalTech or Fintech are a plus.
This is a highly visible role, collaborating with CARET’s leadership, its sponsors and the board, and external parties such as investment banks and consultants. This person will be viewed as an expert and thought partner to CARET’s leadership. He or she will consistently seek opportunities to introduce new ideas to drive growth and challenge the status quo.
Requirements
- Own CARET’s M&A strategy and execution, including acquisitions, divestitures, and certain strategic partnerships
- Build and maintain CARET’s M&A framework and roadmap, in close collaboration with CARET leadership, board and investors
- Conduct market research and monitor market attractiveness and competitive landscape, including organic and inorganic activity of CARET’s competitors. Develop perspectives strategies based on such research
- Partner with the business to identify key areas of inorganic growth; proactively seek acquisition opportunities as well as other new growth opportunities that align with CARET’s strategic objectives
- Track and maintain the company’s M&A pipeline, including recurring reporting and reviews with leadership, the board, and business stakeholders
- Cultivate long-term relationships with strategic targets and key market participants
- Lead the development and communication of the strategic business case to obtain leadership and board support for M&A initiatives
- Act as a deal principal and manage the deal lifecycle from sourcing and underwriting valuations for potential targets, performing business diligence including Q&A with management, negotiating and structuring terms, managing functional due diligence, incorporating diligence findings into consolidated models, authoring term sheets and drafting definitive documents with legal teams
- Lead engagement of external resources required, if any, for transaction execution (investment banks, accountants, etc.)
- Assist with the company’s short- and long-term planning
Who you are / key qualifications:
- Undergraduate degree in finance, business, economics or a similar field; MBA and/or advanced degree preferred
- Ten years of relevant professional experience involving corporate development, finance, strategy or valuation
- Minimum four years of experience in investment banking, private equity, transaction financial services, or consulting with a proven track record of deal execution
- Excellent interpersonal and communications skills, positive, energetic, pro-active self-starter
- Proven track record leading and supporting M&A transaction execution, including proactive opportunity identification and deal cultivation
- Demonstrated experience analyzing and negotiating business transactions including acquisition evaluation, modeling, and financial analysis
- Experience and demonstrated aptitude managing and prioritizing multiple projects and initiatives
- Strong analytical horsepower and overall business acumen with an ability to analyze complex data and present it in a concise and simple way
- Ability to conduct market research and analysis, and develop strategies based on findings
- Skill to adapt to changing priorities and opportunities, handling multiple projects at once
- Passion for excellence, delivering great outcomes, while working in a fun, collaborative team environment
- Competency in deal financials and valuation analyses with ability to perform rigorous and data-driven diligence
- Ability to lead discussions with management teams to work towards strategic goals or perform business and financial diligence
- Domain expertise in SMB B2B vertical SaaS and/or platform-based business models is 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.
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
HotDocs by 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. We receive and make calls, receive, and respond to e-mail and Self-Service requests every day. We are never bored or without opportunity to make a difference in the professional lives of our customers. We treat our customers and each other with respect. Our success is measured by customer satisfaction: Courtesy, Knowledge, Timeliness, Quality and Overall Satisfaction.
Your role
As a Technical Support Tier 2 specialist you will join a team that offers 24/7 support, you will be engaged in challenging Tier 2 support issues as well as supporting our clients with deployments of new software fixes and updates. You will work with both our inhouse teams and be the face of Caret to our customers when they have issues or challenges.
Responsibilities
- Deliver Tier 1 & 2 Level Support to our HotDocs Customers internally & externally.
- Support of all the HotDocs Product Portfolio in a timely and customer centric manner.
- Maintain and resolve support tickets ensuring our Customer SLAs are achieved.
- Work with internal departments to provide support and share technical Information regarding the HotDocs Product Portfolio in a proactive manner, sharing challenges and best practice to continuously improve our Service Levels to our Customers & overall experience.
- HotDocs on Premise deployments.
Apply
HotDocs by 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. We receive and make calls, receive, and respond to e-mail and Self-Service requests every day. We are never bored or without opportunity to make a difference in the professional lives of our customers. We treat our customers and each other with respect. Our success is measured by customer satisfaction: Courtesy, Knowledge, Timeliness, Quality and Overall Satisfaction.
Your role
As a Technical Support Tier 2 specialist you will join a team that offers 24/7 support, you will be engaged in challenging Tier 2 support issues as well as supporting our clients with deployments of new software fixes and updates. You will work with both our inhouse teams and be the face of Caret to our customers when they have issues or challenges.
Responsibilities
- Deliver Tier 1 & 2 Level Support to our HotDocs Customers internally & externally.
- Support of all the HotDocs Product Portfolio in a timely and customer centric manner.
- Maintain and resolve support tickets ensuring our Customer SLAs are achieved.
- Work with internal departments to provide support and share technical Information regarding the HotDocs Product Portfolio in a proactive manner, sharing challenges and best practice to continuously improve our Service Levels to our Customers & overall experience.
- HotDocs on Premise deployments.
Requirements
Required
- Extensive experience of 2nd line IT support, i.e., at least 2-3 year or
- equivalent experience in a technical support team.
- Intermediate knowledge of Windows Server/Client Operating Systems and Architectures, Active Directory and MS SQL Server environments.
- Good working knowledge of IIS installation and configuration
- Good working knowledge of DNS, HTTPS, Firewalls etc.
- Experience in Software Deployment.
- Strong analytical, process-oriented, evaluative, and problem-solving abilities
- 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.
- Ability to work well with others and discuss technical issues with clients in simplified terms.
- Excellent verbal and written communications 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: $45,000 - $55,000. 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-AM2
#CustomerOps
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.
Overview
The Onboarding Program Director oversees the Onboarding Team responsible for implementation, data migration and onboarding for our CARET Legal clients. CARET Legal is our cloud-based legal practice management, billing, and accounting software. Reporting to the SVP of Client Services, you will support CARET’s mission, vision & values as you lead, coach, and guide our client facing Onboarding Team.
A successful Onboarding Program Director is a high-performance, innovative, proactive, customer-centric, and experienced leader. You will work collaboratively and cohesively with our Sales, Engineering, Support, Training, and Customer Success teams. You will build strong relationships with clients, facilitate creative solutions, manage resources, and focus on delivering exceptional service.
Responsibilities
As the Onboarding Program Director, you will lead CARET Legal’s Onboarding Program and Team of project managers and product experts. This team facilities the client onboarding experience from initial enrollment through the first billing cycle (about 75 days).
- Lead, mentor, and strategically guide the Onboarding Project Managers to achieve company and career goals
- Liase and collaborate with the ETL engineering team to deliver a positive and seamless onboarding experience for our clients
- Build a strong rapport with our clients and partners to mitigate onboarding escalations
- Facilitate a culture of continuous learning, improvement, and accountability to scale the onboarding process
- Demonstrate a thorough knowledge of the company's products including new features
- Develop an in depth understanding and continuously improve the client implementation, data migration and onboarding project management process
- Strong interpersonal and team player skills with an ability to communicate at all levels, both to internal and external stakeholders.
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.
Overview
The Onboarding Program Director oversees the Onboarding Team responsible for implementation, data migration and onboarding for our CARET Legal clients. CARET Legal is our cloud-based legal practice management, billing, and accounting software. Reporting to the SVP of Client Services, you will support CARET’s mission, vision & values as you lead, coach, and guide our client facing Onboarding Team.
A successful Onboarding Program Director is a high-performance, innovative, proactive, customer-centric, and experienced leader. You will work collaboratively and cohesively with our Sales, Engineering, Support, Training, and Customer Success teams. You will build strong relationships with clients, facilitate creative solutions, manage resources, and focus on delivering exceptional service.
Responsibilities
As the Onboarding Program Director, you will lead CARET Legal’s Onboarding Program and Team of project managers and product experts. This team facilities the client onboarding experience from initial enrollment through the first billing cycle (about 75 days).
- Lead, mentor, and strategically guide the Onboarding Project Managers to achieve company and career goals
- Liase and collaborate with the ETL engineering team to deliver a positive and seamless onboarding experience for our clients
- Build a strong rapport with our clients and partners to mitigate onboarding escalations
- Facilitate a culture of continuous learning, improvement, and accountability to scale the onboarding process
- Demonstrate a thorough knowledge of the company's products including new features
- Develop an in depth understanding and continuously improve the client implementation, data migration and onboarding project management process
- Strong interpersonal and team player skills with an ability to communicate at all levels, both to internal and external stakeholders.
Requirements
- Bachelor's degree or 5+ years of relevant experience
- 3-5 years client-facing experience in the legal, legal technology, or SaaS field
- Experience with net new and legacy customer Onboarding
- Management of a portfolio of clients/projects; experience with program management and designing effective processes
- Experience managing a remote, high performing, client-facing team
- Capable of managing client escalations and having tough conversations with clients
- Experience with Microsoft Office products and project management tools (Jira, SalesForce, Confluence)
- Passion for mentoring and developing people
- Creative problem solver; communicates with cross-disciplinary project teams and leverages prior experience to develop appropriate solutions
- Self-starter, goal-oriented and conscientious about meeting deadlines and follow through
- Ensures lessons learned applied to future efforts
- Project Management certification a plus
- Accounting experience is a plus
Benefits
- Flexible PTO
- Paid Sick Days
- Summer Fridays
- No meeting Fridays
- Extended Medical, Dental and Vision Coverage
- Life Insurance, Long-term and Short-term Disability leave Coverage
- RRSP plan with company match
- Education Reimbursement Plan
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: $180,000 CAD - $205,000 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-AM2
#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.
Netsuite Administrator:
The Netsuite administrator will be responsible for overseeing Netsuite integration and testing. Working with other teams you will be responsible in ensuring that Netsuite meets business needs and provides technical support where needed to support our teams who use Netsuite
Responsibilities
- Will be responsible for Netsuite Bundle Updates and managing them.
- Creating configurations and customizations of Netsuite to meet business needs
- To provide on-going systems and technical support for the Netsuite system which is already in place.
- Responsible for generating reports, saved searches, dashboard etc.
- Set up and maintain the workflow, processes etc.
- Collaborate with software engineers and operations personnel to execute the Netsuite-oriented roadmap directed by Leadership.
- To ensure system stability and reliability through the implementation of best practices in Netsuite administration and customization
- Proactively identify opportunities for improvements and implementation which aligns with Netsuite best practices and industry standards.
- Guide Netsuite releases, updates, and enhancements, suggesting and implementing improvements aligned with Netsuite best practices.
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.
Netsuite Administrator:
The Netsuite administrator will be responsible for overseeing Netsuite integration and testing. Working with other teams you will be responsible in ensuring that Netsuite meets business needs and provides technical support where needed to support our teams who use Netsuite
Responsibilities
- Will be responsible for Netsuite Bundle Updates and managing them.
- Creating configurations and customizations of Netsuite to meet business needs
- To provide on-going systems and technical support for the Netsuite system which is already in place.
- Responsible for generating reports, saved searches, dashboard etc.
- Set up and maintain the workflow, processes etc.
- Collaborate with software engineers and operations personnel to execute the Netsuite-oriented roadmap directed by Leadership.
- To ensure system stability and reliability through the implementation of best practices in Netsuite administration and customization
- Proactively identify opportunities for improvements and implementation which aligns with Netsuite best practices and industry standards.
- Guide Netsuite releases, updates, and enhancements, suggesting and implementing improvements aligned with Netsuite best practices.
Requirements
- Netsuite Administrator Certification or relevant industry experience.
- Three-to-five years of hands-on experience with Netsuite customization, data migration, saved searches, reports.
- Fully efficient in custom record types, fields, forms, roles and permission, page layouts, searches and reports and Netsuite data model.
- Can demonstrate experience with CRM or other ERP systems.
- Should be familiar with financial standards like 606 in Netsuite.
- Strong project management capabilities, including task prioritization, ticket resolution, and on-time project completion.
- Excellent communication and interpersonal skills for effective collaboration with stakeholders and cross-functional teams.
Benefits
- Flexible PTO
- Summer Fridays
- No meeting Fridays
- Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
- Flexible Spending Account
- Health Savings Account
- 401(k) match
If you are not sure that every qualification on the list above describes you exactly, we'd still love to hear from you! We value people with unique backgrounds, experiences, and skillsets. If you’re passionate about having a significant impact and shaping the foundations of a rapidly growing product, please apply!
Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer.
The compensation information below is provided in compliance with job posting disclosure requirements.
Pay range: $80,000 - $95,000 Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.
Depending on the position, compensation may also include commission, bonuses, etc. Potential for bonuses is based on company performance and potential for merit increases is based on performance.
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.
Systems Administrator:
The Systems Administrator will be responsible for managing and maintaining the organization's Corporate IT infrastructure. The role also involves working closely with various teams to identify areas where automation can improve efficiency and productivity. The ideal candidate will have a strong understanding of automation technologies and a proven track record of implementing automation solutions. Additionally, the candidate must be well-versed with Microsoft products and licensing compliance. Experience managing and administering the Microsoft Partner program is a plus.
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.
Systems Administrator:
The Systems Administrator will be responsible for managing and maintaining the organization's Corporate IT infrastructure. The role also involves working closely with various teams to identify areas where automation can improve efficiency and productivity. The ideal candidate will have a strong understanding of automation technologies and a proven track record of implementing automation solutions. Additionally, the candidate must be well-versed with Microsoft products and licensing compliance. Experience managing and administering the Microsoft Partner program is a plus.
Requirements
Responsibilities
- Manage and maintaining the organization's Corporate IT infrastructure
- Collaborate with various teams to identify areas where automation can improve efficiency and productivity
- Develop and maintain automation scripts and workflows
- Monitor and troubleshoot solutions to ensure they are functioning properly
- Serve as a point of contact for resolving helpdesk escalated issues
- Manage and maintain Microsoft Partner program
- Stay up-to-date with technologies used in the organization and Microsoft Partner changes
- Work closely with internal teams to ensure automation solutions are integrated with other systems such as NetSuite and Salesforce to improve efficiencies
- Work with the InfoSec team to ensure security posture is maintained and vulnerabilities are remediated for the Corporate IT infrastructure
- Develop and maintain documentation for automation and infrastructure solutions
Required Skills/Abilities:
- Bachelor's degree in computer science, a related field, or equivalent experience
- 3+ years of experience in systems administration or a related field
- Strong understanding of automation technologies
- Well-versed with Microsoft products including Windows 11, Windows Server, Endpoint Manager and Office 365
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong problem-solving and analytical skills
- Ability to prioritize and manage multiple tasks and projects
- Experience with scripting languages such as Python, PowerShell, or Bash
If you are a highly motivated individual with a passion for automation, a strong understanding of Microsoft products and licensing, and a proven track record of implementing automation solutions, we encourage you to apply for this exciting opportunity.
Benefits
- Flexible PTO
- Summer Fridays
- No meeting Fridays
- Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
- Flexible Spending Account
- Health Savings Account
- 401(k) match
If you are not sure that every qualification on the list above describes you exactly, we'd still love to hear from you! We value people with unique backgrounds, experiences, and skillsets. If you’re passionate about having a significant impact and shaping the foundations of a rapidly growing product, please apply!
Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer.
The compensation information below is provided in compliance with job posting disclosure requirements.
Pay range: $65,000 - $77,000 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-AM2
#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 inform our purpose and the way we work together, for our partners, and for our customers:
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 engineering and product teams are distributed, though with a strong base in Edinburgh. They focus on developing HotDocs, our market leading document assembly platform.
As a full stack developer, you will be actively involved with architecture discussion, 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 customers 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 makes use of Microsoft Azure, and the latest enterprise tools such as GitHub Copilot.
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 inform our purpose and the way we work together, for our partners, and for our customers:
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 engineering and product teams are distributed, though with a strong base in Edinburgh. They focus on developing HotDocs, our market leading document assembly platform.
As a full stack developer, you will be actively involved with architecture discussion, 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 customers 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 makes use of Microsoft Azure, and the latest enterprise tools such as GitHub Copilot.
Requirements
You will be responsible for the development of our Advance portal, a web application with an Angular front end and a .NET Core back end running in Azure.
As part of a cross-skilled team, you will:
- Write clean, efficient, and well-documented code
- Provide technical and architectural input in refinement of features.
- Be part of a professional culture of ownership, openness, and self-improvement within the team.
- Collaborate with the Product Owner, Team Lead, and other team members to successfully deliver features from inception to production.
- Gain deep understanding of our products, customers, and users.
- Participate in code reviews and provide constructive feedback to other team members
- Troubleshoot and debug issues as they arise
- Stay up-to-date with emerging trends and technologies in software development
Successful candidates will have professional experience within a software engineering team and will be:
- An adaptable developer, capable of delivering robust, quality solutions.
- Enthusiastic about continual learning and keen to upskill
- Passionate about great UX and UI.
- Excellent at technical communication.
Experience in the following technologies is required:
- Entity Framework and Azure SQL
- Angular or TypeScript experience would be valuable
- Tools: Git, PowerShell, Azure Jira, Confluence
Experience in the following areas is preferred:
- OAuth, SSO and authentication
- Azure App Services and other Azure technologies
Benefits
- 33 Days Holidays
- Summer Fridays
- No meeting Fridays
- Life assurance
- Private Healthcare and Dental
- Pension
- PluralSight access
Equal Employment Opportunity: CARET International is an Equal Opportunity, Affirmative Action Employer.
The compensation information below is provided in compliance with job posting disclosure requirements.
Pay range: GBP 40,000 – GBP 50,700. 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.
*Note - we are not accepting agency assistance at this time
#LI-Remote
#LI-AM2
#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.
Overview
We are looking for an experienced Product Operations Analyst to work closely with business subject matter experts to design, build, and test Pendo data and content to ensure that our customers are getting the most out of our software products. The Product Analyst will also assist in maintaining internal product dashboards and reporting.
Responsibilities
- As a Product Analyst, you will be responsible for helping the business, strategically drive adoption and engagement with our legal practice management software.
- As a member of the Product team, you will work closely with stakeholders throughout the organization to develop and execute a holistic strategy based on value and impact with a strong focus on User Experience.
- Specifically, you will work with internal teams (ie. product managers, product UX designers, technical writers, customer support, marketing, other business SMEs, training) to help develop, build, test, and maintain Pendo content, integrations and reporting.
- You will enhance and further develop Pendo governance processes, ensure compliance and conduct regular cadence of cross-functional meetings to facilitate these processes.
- Support Pendo user administration and enable data distribution to the right user or user groups (ELT, SLT, etc.), in the appropriate format, and in a timely matter
- Design impactful and creative solutions, measure results, iterate and improve to drive optimal outcomes
- Set up measures for data analytics, based on defined requirements; and support measurement and evaluation of the impact of solutions developed against KPIs.
- Seek feedback and obtain consensus across stakeholders from initiation through final approval.
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.
Overview
We are looking for an experienced Product Operations Analyst to work closely with business subject matter experts to design, build, and test Pendo data and content to ensure that our customers are getting the most out of our software products. The Product Analyst will also assist in maintaining internal product dashboards and reporting.
Responsibilities
- As a Product Analyst, you will be responsible for helping the business, strategically drive adoption and engagement with our legal practice management software.
- As a member of the Product team, you will work closely with stakeholders throughout the organization to develop and execute a holistic strategy based on value and impact with a strong focus on User Experience.
- Specifically, you will work with internal teams (ie. product managers, product UX designers, technical writers, customer support, marketing, other business SMEs, training) to help develop, build, test, and maintain Pendo content, integrations and reporting.
- You will enhance and further develop Pendo governance processes, ensure compliance and conduct regular cadence of cross-functional meetings to facilitate these processes.
- Support Pendo user administration and enable data distribution to the right user or user groups (ELT, SLT, etc.), in the appropriate format, and in a timely matter
- Design impactful and creative solutions, measure results, iterate and improve to drive optimal outcomes
- Set up measures for data analytics, based on defined requirements; and support measurement and evaluation of the impact of solutions developed against KPIs.
- Seek feedback and obtain consensus across stakeholders from initiation through final approval.
Requirements
- Position requires intermediate/expert-level skills in digital adoption technology, preferably Pendo.
- Intermediate MS Word, Excel and PowerPoint skills needed.
- Experience working in a deadline-driven environment, where attention to detail, and the ability to multitask/prioritize a workload of competing priorities is a priority.
- A natural excitement and ability to learn technologies and explain technical issues to a variety of audiences is necessary.
- Ensures lessons learned applied to future efforts
- Ability to quickly grasp complex technical concepts and make them easily understandable in text, workflows, videos, or pictures
- Strong analytical and problem-solving skills with the ability to understand a problem and test from multiple angles to derive the best path to resolution.
- Ability to gather and define technical requirements needed.
- Ability to analyze data to enable data-driven decisions
- Excellent written skills and the ability to explain concepts and processes simply and concisely is necessary.
- Self-starter, goal-oriented and conscientious about meeting deadlines and follow through
- Ability to independently manage several projects simultaneously and operate under tight deadlines required.
- Strong organizational skills with high attention to detail and ability to prioritize tasks needed.
- Bachelor’s degree or equivalent.
- Pendo certification a plus.
Preferred Skills
- Digital Adoption, Pendo, MS Word, Excel, PowerPoint
- Experience with any of the following: Jira, Confluence, Salesforce, Domo
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: $95,000 - $110,000 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-AM2
#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
- You have done the Business Development Rep (BDR) role at a similar SaaS Company prior for at least 1 year.
- Operate with Urgency. This role is all about timing and you operate accordingly with incredibly fast follow-up.
- Experience working with Account Executives to build out a prospecting plan that includes Existing Customers and Prospects, identifying our ICP (Ideal Customer Profiles) and creating a list of contacts to target for outreach.
- High Activity Levels - output and activity is key – this BDR will engage in making 50+ outbound phone calls per day. Plus, LinkedIn and Targeted Emails.
- Comfortable making Cold Calls – it’s the hardest part of any BDR job but required.
- Know how to write personalized emails with compelling and relevant content to targets. Gone are the days of generic automated emails.
- Have worked with and called on Global 2000 key accounts in the past – Financial Services, Insurance, Accounting, Legal is a plus!
- Comfortable speaking to senior executives (c-suite and business partners) to book meetings.
- You’ve leveraged technology such as Salesforce, SalesLoft, Sales Navigator, ZoomInfo, RingCentral and Chorus as part of your daily workflow to source, prospect and book meetings.
Responsibilities
- Outbound Prospecting via phone, email, LinkedIn and other methods to produce quality leads that turn into qualified opportunities.
- Qualify leads from marketing campaigns as sales opportunities
- Use sales tools to support the process
- Identify prospect needs and clearly articulate how HotDocs can solve those needs
- Proactively and creatively seek new opportunities in Net New and Existing Customer Accounts.
- Set up meetings between prospects and AEs
- Coordinate with AEs to build out and execute on prospecting plans and target contacts.
- Keep Salesforce up to date with current information and activity.
- Ensure alignment with overall sales strategies
- Report on results to manager on a weekly basis
Are you...
- Proven. Backed by a track record of success, you’ve been a critical piece of a prior sales org, booking quality meetings that have resulted in impactful wins.
- Life-Long Learner. You want to get better every day and are constantly finding ways to improve, both on your own as well as being coached by Sales leadership and the AE’s.
- 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 existing customers.
- Problem Solver. You don't stop when you encounter a challenge and instead find a way to overcome the obstacle and find success.
- Organized. You know how to balance multiple stakeholders and campaigns at once, working effectively and efficiently.
- KPI & Data Driven. This role is a numbers game, you use data and metrics to see what’s working and not working, can assess trends and quickly adjust accordingly.
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: $55,000 - $60,000 . 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 a commission structure.
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
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.
The Role
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.
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 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
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.
The Role
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.
Requirements
Experience in the following technologies is required:
- C#
- .NET Framework
- ASP .NET MVC
- REST
- SQL Server
- Visual Studio
- git
Experience in the following technologies is preferred:
- WPF
- .NET Core
- JavaScript
- Azure (App Services, Azure SQL, Application Insights)
- Azure DevOps
- IIS
- Containers
- Networking (DNS, load balancing, HTTP)
Benefits
- 33 Days Holidays
- Summer Fridays
- No Meeting Fridays
- Life assurance
- Private Healthcare and Dental
- Pension
- PluralSight access
Equal Employment Opportunity: CARET International is an Equal Opportunity, Affirmative Action Employer.
The compensation information below is provided in compliance with job posting disclosure requirements.
Pay range: GBP 80,000 – GBP 85,000. 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.
*Note - we are not accepting agency assistance at this time
#LI-Remote
#LI-AM2
#ProductsTech
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
As a Technical Support Tier 2 specialist you will join a team that offers 24/7 support and will be engaged in challenging support issues as well as supporting our development team. You will work with both our inhouse teams and be the face of Caret to our customers when they have issues or challenges.
- Virtual, customer-facing role utilizing video communication software with access to virtual tools and resources for customer interaction.
- Collaborate with product experts and provide updates on assigned escalations.
- Evaluate and manage client calls with attention to detail to identify software issues and training opportunities.
- Meet efficient deadlines for client work processing and ensuring our customer SLAs are achieved.
- Create high-quality customer interactions with empathy and expertise.
- Troubleshoot and document complex bookkeeping problems such as financial statement errors, chart of accounts cleanup, etc.
- Support product updates and review customer input for accuracy post-release.
- Collaborate with product experts and provide updates on assigned escalations.
- Work with the Senior Manager and the wider Customer Operations team to share technical information regarding the Caret Legal in a proactive manner.
- Share challenges and best practices to continuously improve our Service Levels to our customers & overall experience.
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
As a Technical Support Tier 2 specialist you will join a team that offers 24/7 support and will be engaged in challenging support issues as well as supporting our development team. You will work with both our inhouse teams and be the face of Caret to our customers when they have issues or challenges.
- Virtual, customer-facing role utilizing video communication software with access to virtual tools and resources for customer interaction.
- Collaborate with product experts and provide updates on assigned escalations.
- Evaluate and manage client calls with attention to detail to identify software issues and training opportunities.
- Meet efficient deadlines for client work processing and ensuring our customer SLAs are achieved.
- Create high-quality customer interactions with empathy and expertise.
- Troubleshoot and document complex bookkeeping problems such as financial statement errors, chart of accounts cleanup, etc.
- Support product updates and review customer input for accuracy post-release.
- Collaborate with product experts and provide updates on assigned escalations.
- Work with the Senior Manager and the wider Customer Operations team to share technical information regarding the Caret Legal in a proactive manner.
- Share challenges and best practices to continuously improve our Service Levels to our customers & overall experience.
Requirements
Required
- 2+ years relevant work experience as Support for accounting software or equivalent experience in a technical support team.
- Thorough proficiency of basic accounting procedures and principles.
- Knowledge in the Legal Practice Management or Financial tech industry required.
- Technical experience working with and troubleshooting accounting software or financial technology, preferably SaaS applications and solutions.
- Experience with data center hosting a Cloud-based application solution.
- Practical knowledge with process documentation
- Strong sense of ownership and urgency, organizational and time management skills, and ability to multitask and prioritize work.
- Self-starter with a high level of initiative and follow-through 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.
- Highly energetic, positive and enthusiastic team player with an ability to communicate at all levels, both internally and externally.
Preferred
- BS degree in Accounting, Finance, or related field.
- Familiar with SQL and/or NoSQL databases or willing to learn.
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 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-AM2
#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.
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
- Become a HotDocs Subject Matter Expert in our products’ features, benefits, and applications and how they can help support client needs.
- Work closely with the sales team to understand client needs and objectives.
- Serve as the technical expert during sales engagements, answering technical questions, and overcoming objections with a focus on our solutions’ benefits and differentiators.
- Analyze client requirements, conceptualize possible solutions, and tailor demonstrations to customer needs.
- Carry out engaging and informative product demonstrations with clients and prospects, showcasing the capabilities of HotDocs, highlighting key features, functionalities, and benefits to effectively communicate value propositions.
- Engage with clients to address technical questions, provide solution recommendations, and overcome obstacles. Foster strong relationships with clients based on trust, credibility, and expertise.
- Develop strong collaboration with cross-functional teams, including sales, product management, engineering, and support. Provide valuable insights and feedback to inform product development and enhancements.
- Respond and take ownership of technical responses for RFIs / RFPs.
- Attend industry events, conferences and on-site client meetings where required.
- Prepare and present technical proposals, reports, and documentation to stakeholders, clearly outlining the solution, implementation plan, and business value
Required Skills/Abilities
- Technical: A wide experience of technical aspects such as databases, networking, application implementation is desirable. Any experience as a software engineer or in a similar role would be advantageous, but not essential, including experience of Web Technologies, Web Architecture, Cloud hosting Architecture.
- Pre-sales Experience: 2 + years’ experience working in a pre-sales position.
- Communication: Must have excellent communication skills with the ability to formulate coherent arguments, describe possible solutions and deliver them to multiple stakeholders with varying levels of technical understanding. Experience in product demonstrations and/or working directly with potential clients in a pre-sales process.
- Organizational Skills: Highly organized with the ability to handle multiple and diverse tasks simultaneously.
- Time Management: Must be able to manage workload, prioritize and make decisions as to what needs to be completed and when.
- Teamwork: Must be able to work within a team environment.
- Problem Solving: Must be able to logically step through complex problems and to articulate the possible solutions.
- Self-Directed: Must be a motivated person with the ability to take high level concepts and translate them into actionable work tasks.
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 - $85,000 . 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