CARET

Title: Manager, Software Engineering Location: Remote United States Job Description: Fully Remote Nationwide Remote Overview Salary Range $160,000.00 - $170,000.00 Salary 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. The role Are you an experienced engineering manager with a desire to make a difference? Are you hands-on with managing cloud data technologies related to Data Analytics, Big Data, Data Warehouses, and Data Lakes? As ​Manager, Software Engineering​ you’ll be leading a team building a cloud data platform that will allow our customers and partners access to tools and technologies that utilize data in the unprecedented way to provide actionable insights into their business. If you thrive in a fast-paced, rapidly changing team environment and have an unquenchable passion for cutting-edge technologies, then this role is for you! Responsibilities - Manage and lead your reports and resources to execute on the CARET engineering vision. This includes recruiting, mentoring, and the development of individuals on your team. - Manage onshore and offshore technology staff. - Provide leadership, mentorship, and guidance for software development teams onshore and offshore in architecting, designing, building, documenting, and testing software and data solutions for CARET data & analytics platform and product offerings. - Collaborate extensively with our Product team to ensure a unified vision and continued improvements to the platform and multiple products. - Manage, negotiate, and develop third-party vendor relationships alongside the Software Engineering management team, as they relate to tools, outsourcing, and consulting. - Own, manage and execute the Data and Analytics technology roadmap consisted of the data and analytics strategy, as well as the technical implementation of scalable data and analytics platform and product rollouts. - Assist in the creation of product roadmaps as well as sprint and release planning by participating and leading team grooming sessions and helping teams provide work effort estimations. - Demonstrate strong coding and data modeling skills, ability to lead and contribute to the teams’ efforts while following established software engineering practices including ability to contribute and conduct code reviews, contribute high-quality documentation, hands-on assistance in the development of robust scalable applications, as well as act as role model for their team. - Adhere to the agile software development life cycle best practices and governance. - Adhere to the software development and data architecture best practices and governance. - Effectively deliver product fixes and service packs as required; coordinate efficient and repeatable fix delivery cycles. - Partner with the CISO organization to adhere to corporate data security standards for platform and application development. - Own and drive KPI’s critical to software and data quality which primarily includes increasing engineering confidence and release frequency to new levels. Required Skills/Abilities: Knowledge, Skills & Experience: - BS/MS Engineering degree, or equivalent. - Highly skilled with hands-on experience and domain expertise in both data and analytics technologies as well as cloud-native data architecture design and best practices - At least 10 years of experience in a technology-based position, with at least 7 years people management experience leading increasingly complex and challenging projects that have led to the delivery of technology solutions into business organizations. - 7+ years of experience in designing, developing, and maintaining the data architecture, data models and standards for various Data Integration & Data Warehousing projects. - 7+ years of experience programming in web, object-oriented or functional programming environments - Solid understanding of enterprise and cloud-native business intelligence architecture. - Experience working with git and knowledge of strategies and branching patterns for team collaboration. - A broad range of skills and experience ranging from data architecture to ETL, security, performance analysis, analytics, etc. - Design, coding, and unit testing of software - Have worked as an integral member of the development team collaborating with product, engineering, and other business groups by designing and developing highly scalable data-driven SaaS applications. - Hands-on experience either with Microsoft Azure or AWS. - Hands-on experience building data and analytics products with Microsoft Fabric or Snowflake for data visualization and reporting tools such as PowerBI using real time or near time synchronization. - Experience with release/deployment processes. - Possessing any of the following certifications is a plus: - Microsoft Certified: Azure Data Engineer Associate - Microsoft Certified: Azure AI Engineer Associate - Microsoft Certified: Azure Solutions Architect Expert - Microsoft Certified: Data Analyst Associate (Power BI) - Snowflake Certified Professional - SnowPro Certification Leadership Qualifications: - Exceptional interpersonal communication skills (written and verbal), attention to detail, extreme organization, problem-solving and time management skills. - Strong remote team leadership and collaboration qualities. Ability to work independently and across many time zones. - An ownership mentality and entrepreneurial approach, including comfort with intelligent risk taking and problem-solving skills. - Be well organized with good delegation skills. - Experience in leading Agile/Scrum development practices - Ability to build and maintain relationships with senior management, stakeholders, and team members. - Results-oriented self-starter in need of limited or no supervision - Verifiable presentation skills, as a confident communicator who is enthusiastic, self-starting, and flexible in style and approach. Benefits: - Flexible PTO - Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage - Health Savings Account - 401(k) match Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer. Salary: $160,000-$170,000 The compensation information below is provided in compliance with job posting disclosure requirements. 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.

Role Description This is a great opportunity for a dynamic individual with strong FP&A experience in tech/SaaS to join our growing team! Reporting to the VP, Finance, this individual will have a diverse skillset that includes budgeting/forecasting, variance analysis, data analytics, and financial systems experience. Our ideal candidate has a curious mind and a desire to be a valued business partner with the organization by providing business intelligence and decisions support. - You will own the company model, budget/forecasting process, and reporting to key stakeholders. - You will be a key business partner to executives and assist in driving cross-functional initiatives and delivering value-added business analysis for various teams in the organization. - You will be responsible for driving recommendations on process improvements and overall operational performance. - Support the annual operating plan (AOP) process and develop long-range strategic and financial plans. - Develop a deep understanding of the key revenue, sales and operating KPIs, develop consistent ways to track and report on them, and make recommendations to the leadership team to help drive improved results. - Develop a regular cadence with stakeholders to review budget to actual variances, updated financial outlook as well as other key metrics. - Partner with Accounting and other teams to complete and streamline the monthly close process and budget to actual analysis. - Help build the financial infrastructure to support the company’s current and future business needs. - Use systems solutions to streamline reporting and automate internal processes. - Prepare regular presentations to the Company’s Board of Directors and investors. Qualifications - At least 3 years in a Manager, FP&A or Finance Manager role, with experience in tech/SaaS highly preferred. - Experience with forecasting. - Working as a Finance business partner. - Financial reporting and analysis. - You ideally will have a BS/BA in Finance, Accounting, Economics, or another analytical field. - You possess extremely strong financial modeling skills and mastery with Excel, PowerPoint, and other FP&A planning tools (experience with systems implementation or integration a huge plus). - You thrive in a role where you are leading a company’s financial planning process in a dynamic, cross-functional, and fast-paced environment. - You have a strong understanding of GAAP, financial processes, systems, and ability to aggregate disparate data sources for integration into financial model. - With ease, you have the ability to transition back and forth between strategic and in the weeds. - You have an entrepreneurial spirit, business partnership mindset and take ownership of your work and have pride in every detail. Benefits - Medical, Dental, Vision, Life Insurance, and Supplemental Insurance. - 401k. - Flexible PTO.

Role Description Are you an experienced engineering manager with a desire to make a difference? Are you hands-on with managing cloud data technologies related to Data Analytics, Big Data, Data Warehouses, and Data Lakes? As Manager, Software Engineering you’ll be leading a team building a cloud data platform that will allow our customers and partners access to tools and technologies that utilize data in an unprecedented way to provide actionable insights into their business. If you thrive in a fast-paced, rapidly changing team environment and have an unquenchable passion for cutting-edge technologies, then this role is for you! Responsibilities - Manage and lead your reports and resources to execute on the CARET engineering vision, including recruiting, mentoring, and development of individuals on your team. - Manage onshore and offshore technology staff. - Provide leadership, mentorship, and guidance for software development teams onshore and offshore in architecting, designing, building, documenting, and testing software and data solutions for CARET data & analytics platform and product offerings. - Collaborate extensively with our Product team to ensure a unified vision and continued improvements to the platform and multiple products. - Manage, negotiate, and develop third-party vendor relationships alongside the Software Engineering management team, as they relate to tools, outsourcing, and consulting. - Own, manage and execute the Data and Analytics technology roadmap consisting of the data and analytics strategy, as well as the technical implementation of scalable data and analytics platform and product rollouts. - Assist in the creation of product roadmaps as well as sprint and release planning by participating and leading team grooming sessions and helping teams provide work effort estimations. - Demonstrate strong coding and data modeling skills, ability to lead and contribute to the teams’ efforts while following established software engineering practices including ability to contribute and conduct code reviews, contribute high-quality documentation, hands-on assistance in the development of robust scalable applications, as well as act as role model for their team. - Adhere to the agile software development life cycle best practices and governance. - Adhere to the software development and data architecture best practices and governance. - Effectively deliver product fixes and service packs as required; coordinate efficient and repeatable fix delivery cycles. - Partner with the CISO organization to adhere to corporate data security standards for platform and application development. - Own and drive KPI’s critical to software and data quality which primarily includes increasing engineering confidence and release frequency to new levels. Qualifications - BS/MS Engineering degree, or equivalent. - Highly skilled with hands-on experience and domain expertise in both data and analytics technologies as well as cloud-native data architecture design and best practices. - At least 10 years of experience in a technology-based position, with at least 7 years people management experience leading increasingly complex and challenging projects that have led to the delivery of technology solutions into business organizations. - 7+ years of experience in designing, developing, and maintaining the data architecture, data models and standards for various Data Integration & Data Warehousing projects. - 7+ years of experience programming in web, object-oriented or functional programming environments. - Solid understanding of enterprise and cloud-native business intelligence architecture. - Experience working with git and knowledge of strategies and branching patterns for team collaboration. - A broad range of skills and experience ranging from data architecture to ETL, security, performance analysis, analytics, etc. - Design, coding, and unit testing of software. - Have worked as an integral member of the development team collaborating with product, engineering, and other business groups by designing and developing highly scalable data-driven SaaS applications. - Hands-on experience either with Microsoft Azure or AWS. - Hands-on experience building data and analytics products with Microsoft Fabric or Snowflake for data visualization and reporting tools such as PowerBI using real time or near time synchronization. - Experience with release/deployment processes. - Possessing any of the following certifications is a plus: - Microsoft Certified: Azure Data Engineer Associate - Microsoft Certified: Azure AI Engineer Associate - Microsoft Certified: Azure Solutions Architect Expert - Microsoft Certified: Data Analyst Associate (Power BI) - Snowflake Certified Professional - SnowPro Certification Leadership Qualifications - Exceptional interpersonal communication skills (written and verbal), attention to detail, extreme organization, problem-solving and time management skills. - Strong remote team leadership and collaboration qualities. Ability to work independently and across many time zones. - An ownership mentality and entrepreneurial approach, including comfort with intelligent risk taking and problem-solving skills. - Be well organized with good delegation skills. - Experience in leading Agile/Scrum development practices. - Ability to build and maintain relationships with senior management, stakeholders, and team members. - Results-oriented self-starter in need of limited or no supervision. - Verifiable presentation skills, as a confident communicator who is enthusiastic, self-starting, and flexible in style and approach. Benefits - Flexible PTO - Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage - Health Savings Account - 401(k) match Company 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. - We succeed together. - We embrace progress. - We care big. - We create space. Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer. Salary: $210,000 – 220,000 CAD. The compensation information below is provided in compliance with job posting disclosure requirements. 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.

Role Description We are seeking a results-driven Customer Success Manager focusing heavily on revenue expansion, upselling, and proactive opportunity hunting. You will act as a strategic partner to customers while driving measurable business outcomes and increasing account value. Key Responsibilities - Account Growth & Hunting - Proactively identify, develop, and close upsell, cross-sell, and expansion opportunities within existing accounts - Build and execute account growth plans aligned to customer goals and company revenue targets - Continuously “hunt” for new use cases, departments, and stakeholders to expand product adoption - Partner with Sales to convert expansion pipeline into closed revenue - Own and manage a book of business with a growth quota or expansion target - Customer Success & Relationship Management - Serve as the trusted advisor to customers, ensuring alignment between their goals and product capabilities - Build strong relationships with key stakeholders and decision-makers - Drive product adoption, engagement, and long-term value realization - Conduct regular business reviews focused on both performance and growth opportunities - Retention & Risk Management - Monitor customer health and proactively mitigate churn risk - Develop and execute retention strategies for at-risk accounts - Ensure renewal readiness while positioning expansion opportunities - Cross-Functional Collaboration - Partner with Sales, Marketing, Product, and Support teams to drive customer outcomes and growth - Provide customer feedback to influence product roadmap and go-to-market strategies Qualifications - 3–7+ years in Customer Success, Account Management, or Sales roles within a SaaS or technology environment - Proven track record of carrying and exceeding expansion or revenue targets - Strong hunting mindset with the ability to uncover and close growth opportunities - Experience managing complex accounts and multi-threaded relationships - Excellent communication, negotiation, and presentation skills - Data-driven approach with the ability to identify trends and opportunities within accounts Benefits - Flexible PTO - Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage - Flexible Spending Account - Health Savings Account - 401(k) match

Job DetailsJob Location: Nationwide Remote - Remote, CA 92121Salary Range: $80,000.00 - $90,000.00 Salary 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. Overview The Marketing Project Manager is responsible for managing the marketing engine—ensuring all campaigns, launches, and initiatives are delivered on time and aligned across teams. This role brings structure, visibility, and accountability to a fast-scaling marketing organization, enabling leadership to focus on strategy while ensuring flawless execution across concurrent initiatives. Key Responsibilities Project & Campaign Management · Own the marketing campaign calendar across all channels and teams · Manage timelines, deliverables, dependencies, and deadlines for all marketing initiatives · Coordinate cross-functional projects including product launches, campaigns, and events · Ensure alignment between Marketing, Product, Sales, and external partners Cross-Functional Coordination · Act as the central point of coordination across Growth, Product Marketing, and Strategy · Facilitate project kickoffs, status meetings, and stakeholder updates · Proactively identify risks, bottlenecks, and resource gaps Event & Launch Management · Manage logistics and timelines for marketing events and field initiatives · Support go-to-market execution for product and feature launches · Ensure all deliverables (content, assets, campaigns) are completed on schedule Process & Workflow Optimization · Own and manage project management tools (e.g., Monday.com) · Build and enforce standardized workflows, templates, and processes · Improve team efficiency, visibility, and execution consistency Qualifications · 4–7 years of experience in marketing project management or program management · Proven experience managing complex, cross-functional marketing initiatives · Strong proficiency with project management tools (e.g., Monday.com, Asana, Jira) · Exceptional organizational and communication skills · Ability to manage multiple high-priority projects simultaneously · Experience in SaaS, B2B, or tech environments preferred Benefits: · Flexible PTO · Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage · Flexible Spending Account · Health Savings Account · 401(k) match If you are not sure that every qualification on the list above describes you exactly, we'd still love to hear from you! We value people with unique backgrounds, experiences, and skillsets. If you’re passionate about having a significant impact and shaping the foundations of a rapidly growing product, please apply! 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 - $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. #LI-Remote #LI-ST1 Qualifications 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. Overview The Marketing Project Manager is responsible for managing the marketing engine—ensuring all campaigns, launches, and initiatives are delivered on time and aligned across teams. This role brings structure, visibility, and accountability to a fast-scaling marketing organization, enabling leadership to focus on strategy while ensuring flawless execution across concurrent initiatives. Key Responsibilities Project & Campaign Management · Own the marketing campaign calendar across all channels and teams · Manage timelines, deliverables, dependencies, and deadlines for all marketing initiatives · Coordinate cross-functional projects including product launches, campaigns, and events · Ensure alignment between Marketing, Product, Sales, and external partners Cross-Functional Coordination · Act as the central point of coordination across Growth, Product Marketing, and Strategy · Facilitate project kickoffs, status meetings, and stakeholder updates · Proactively identify risks, bottlenecks, and resource gaps Event & Launch Management · Manage logistics and timelines for marketing events and field initiatives · Support go-to-market execution for product and feature launches · Ensure all deliverables (content, assets, campaigns) are completed on schedule Process & Workflow Optimization · Own and manage project management tools (e.g., Monday.com) · Build and enforce standardized workflows, templates, and processes · Improve team efficiency, visibility, and execution consistency Qualifications · 4–7 years of experience in marketing project management or program management · Proven experience managing complex, cross-functional marketing initiatives · Strong proficiency with project management tools (e.g., Monday.com, Asana, Jira) · Exceptional organizational and communication skills · Ability to manage multiple high-priority projects simultaneously · Experience in SaaS, B2B, or tech environments preferred Benefits: · Flexible PTO · Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage · Flexible Spending Account · Health Savings Account · 401(k) match If you are not sure that every qualification on the list above describes you exactly, we'd still love to hear from you! We value people with unique backgrounds, experiences, and skillsets. If you’re passionate about having a significant impact and shaping the foundations of a rapidly growing product, please apply! 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.

Job DetailsJob Location: Nationwide Remote - Remote, CA 92121Salary Range: $60,000.00 - $70,000.00 Salary 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. Overview The Marketing Operations Coordinator is a critical execution role responsible for keeping the marketing engine running. This person will own day-to-day marketing operations including campaign deployment, CRM management, website updates, and data hygiene. This role ensures campaigns launch on time, systems run smoothly, and marketing data is accurate—providing the operational backbone for demand generation, product marketing, and customer programs. Key Responsibilities Marketing Operations & Execution · Own day-to-day execution in HubSpot (email builds, workflows, list management, campaign setup) · Manage website updates, landing pages, and CMS content · Execute campaign builds across email, web, and integrated channels · Perform QA on all campaigns to ensure accuracy, functionality, and brand consistency CRM & Data Management · Maintain CRM data integrity, segmentation, and hygiene · Build and manage lists, audiences, and lifecycle stages · Support lead routing, scoring, and attribution tracking · Ensure accurate campaign tracking and reporting setup Campaign Support · Partner with Growth Marketing and Product Marketing to deploy campaigns · Support event setup, registration pages, and post-event follow-up workflows · Assist with campaign calendar execution and deadlines Process & Tools · Maintain and improve marketing workflows and operational processes · Support integration and optimization of marketing tools and systems · Document processes and create operational playbooks Qualifications · 2–4 years of experience in marketing operations, digital marketing, or campaign execution · Hands-on experience with CRM/marketing automation platforms (preferably HubSpot) · Experience managing email campaigns, landing pages, and marketing tools · Strong attention to detail and QA mindset · Highly organized with the ability to manage multiple projects simultaneously · Data-driven mindset with comfort working in spreadsheets and reporting tools Benefits: · Flexible PTO · Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage · Flexible Spending Account · Health Savings Account · 401(k) match If you are not sure that every qualification on the list above describes you exactly, we'd still love to hear from you! We value people with unique backgrounds, experiences, and skillsets. If you’re passionate about having a significant impact and shaping the foundations of a rapidly growing product, please apply! 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: $60,000 - $70,000 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 Qualifications