Technical Account Manager

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

• Serve as single point of contact for key client contacts and internal stakeholders.
• Project manage on-boarding for key clients and collaborate with the Implementation and Professional Services teams on the management of post-sale client relationships.
• Quarterback escalated technical issues and collaborate with our support teams to deliver timely resolutions.
• Utilize superb problem-solving skills to address technically focused customer escalations and proactively form solutions aligned with a client’s vision.
• Analyze clients’ needs and suggest upgrades or additional features to meet their requirements
• Provide excellent, regular client communications and responsive, consistent follow through on all issues and actions
• Develop and nurture strong client relationships

Qualifications

• 4+ years of hands-on SaaS experience in a high pace environment
• 4+ Years of accounting understanding and experience
• 4+ years relevant work experience in a client-facing technical role, preferably customer success or account management, with a proven track record of retention and high customer satisfaction.
• Over 3 years of technical account management, engagement management, system implementation, technical support or SI consulting experience.

Requires professionalism and the ability to work in a remote in an independent environment

• Experience with remote access environments such as Citrix and/or terminal services.
• Must have experience with Microsoft server and client technologies.
• Preferred: Current engineering certifications: MCSA/MCSE, CCNA, CSSA, CCA
• Must possess an enthusiastic personality and foster a positive work environment.

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: $80,000 - $90,000. 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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