CARET is hiring a
Technical Accounting Manager

Summary

This job posting is for a remote Technical Account Manager position at CARET, a company offering practice management, document automation, and payment processing services. The role requires 2+ years of public accounting experience, 4+ years in a client-facing role, a BS degree in accounting or equivalent field, and preferred CPA and experience in the Legal Practice Management industry.

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

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

• 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

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