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Technical Accounting Manager

Caret

San Diego, california


Job Details

Full-time

3/19/2024


Full Job Description

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

  • 2+ years of public accounting or equivalent experience required
  • 4+ years relevant work experience in a client-facing role
  • BS degree in accounting or equivalent field
  • CPA preferred
  • Experience in the Legal Practice Management industry preferred
  • Over 3 years of technical account management, engagement management, system implementation, technical support or SI consulting experience. 
  • Must have experience with Microsoft server and client technologies.
  • Must have experience working with and troubleshooting SaaS based applications. 
  • Must possess an enthusiastic personality and foster a positive work environment.

Responsibilities

  • 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

Desired Skills

  • External enterprise customer-facing experience as a technical lead, with strong oral and written communication skills, presenting to both large and small audiences.
  • Solid technical background with hands on experience
  • Thorough knowledge of basic accounting procedures and principal
  • Ability to communicate information and ideas in speech and writing so that others (technical and non-technical) will understand. 
  • Strong analytical and problem-solving skills 
  • Ability to intelligently speak to both technical implementation and business strategy 
  • Experience translating business requirements into a technical scope of work 
  • High level of integrity, judgment, and situational awareness 
  • Time management: ability to organize and manage multiple priorities 
  • Extreme detail orientation 
  • Ability to work collaboratively within a team as well as independently

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: $85,000 - $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.

#LI-Remote

#LI-ST1

#ProductsTech

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