Senior Analyst

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.

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