Technical Account Manager

Summary

Join CARET's remote-first team as a Customer Success Manager, serving as the primary point of contact for key clients and internal stakeholders. You will manage client onboarding, collaborate with implementation and professional services teams, and quarterback escalated technical issues. This role requires strong problem-solving skills, excellent communication, and the ability to build and nurture client relationships. You will analyze client needs, suggest upgrades, and ensure high customer satisfaction. CARET offers a supportive and engaging work environment with various benefits.

Requirements

• 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
• 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

Preferred Qualifications

Current engineering certifications: MCSA/MCSE, CCNA, CSSA, CCA

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