Services Solution Consultant

Summary

Join CARET, a leading SaaS Legal Practice Management software company, as a Services Solution Consultant. You will collaborate with sales and clients, addressing onboarding, implementation, data migration, and professional services. This role involves creative solutioning for complex data migration, scoping custom reports, and determining feasibility and costs. You will work closely with sales representatives, project managers, and development teams to ensure successful client implementations. The position requires strong communication, problem-solving, and technical skills. CARET offers a remote-first work environment and a comprehensive benefits package.

Requirements

• 3+ years of experience in SaaS software, services consulting, or related field
• Experience working with SaaS software solutions, preferably in the legal industry
• Strong problem-solving skills and ability to think creatively to find solutions
• Excellent communication and interpersonal skills, with the ability to effectively communicate technical information to non-technical audiences
• Ability to work independently and as part of a team in a fast-paced environment
• Strong time management skills and ability to manage multiple objectives simultaneously
• Familiarity with SaaS software data migration, ETL operations, and other software related projects

Responsibilities

• Reduce risk associated with the alignment gap between client needs, expectations, and solution delivery
• Work closely with sales representatives to understand client needs and answer any questions related to onboarding, implementation, and professional services solutions
• Inspire confidence in the client regarding our onboarding & implementation packages, process, and best practices
• Act as an Onboarding & Services pricing subject matter expert for Sales
• Collaborate with project managers and development teams to ensure successful onboarding, implementation, and data migration for clients
• Development of SOWs (Statement of Work) to align to client needs and clearly articulate to the services organization the solution to be delivered
• Participate in client meetings to discuss solutions and answer any technical questions
• Coordinate hand-off from sales to the onboarding & implementation team
• Develop and maintain a deep understanding of our software and its capabilities to effectively communicate with clients and prospects
• Provide feedback to the development team on client needs and potential new features or enhancements
• Stay up-to-date on legal practice industry trends and best practices related to software services solutions

Preferred Qualifications

Knowledge of SQL and other programming languages

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
• Remote work