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
.Position Overview{{:
}}This person will oversee the implementation, data migration and onboarding of our CARET Legal clients. CARET Legal is our cloud-based practice management, billing and accounting software. A successful Onboarding Project Manager has excellent communication skills, builds a strong rapport with clients, and will be instrumental in balancing the needs of our clients with the availability of internal resource
s.Requiremen
ts· Bachelor's degree or relevant experienc
e · Onboarding, Implementation, project management, or client facing experience troubleshooting product issues and business requirement
s · Experience in managing a portfolio of clients/project
s · Experience with CRM systems such as SalesForc
e · Experience with Microsoft Office products and project management tools, with a focus on Excel, ShareFile, Confluence, GuideC
X · Client-facing experience in an enterprise software or cloud busines
s · Excellent written, verbal, and presentation skills, with the ability to simplify technical informatio
n · Tech-savvy with a strong aptitude for continuous learning
. · Team-oriented with a customer first focus
. · Past remote work experience
. · Legal or Accounting experience and PMP Certification is a pl
usResponsibiliti
es· Manages client Onboarding experience from enrollment through product adoption (handoff to CSM/Support
) · Work with clients to confirm data migration requirements, define gaps, determine project specifications for engineering, identify solutions, and implement recommendation
s · Measure project performance and maintain clear and concise notes using appropriate tools and technique
s · Establish and maintain excellent client rapport via phone, online screen shares, and emai
l · Maintains ongoing communication with customers weekly at a minimum and is responsive throughout the customer journe
y · Serves as liaison and escalation point on data migration, training, and product between company and client; engage the appropriate internal skills/resources to remove blockers and complete client project
s · Creative problem solver; communicates with cross-disciplinary project teams and leverages prior experience to develop appropriate solution
s · Demonstrates thorough knowledge of the company's products including new feature
s · Setting expectations and mitigating risk for timelines, data, and product feature
s · Self-starter, results-oriented and conscientious about meeting deadlines and follow throug
h · Ensures lessons learned applied to future effort
s Benefi
- t
- s Flexible PT
- O Certification(s) reimbursemen
- t Summer Friday
- s No meeting Fridays
- Extended Medical, Dental, Paid Sick Days, Vision, Life Insurance, and Disability Leave Coverag
e
Equal Employment Opportunity{{:}} CARET is an Equal Opportunity, Affirmative Action Employ
e
r. The compensation information below is provided in compliance with job posting disclosure requirement
s. Pay range{{:}} $100,000 - $118,000 CAD. Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business nee
ds. 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 performa
nce.#Products
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