Services Solution Consultant

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.

Job Overview

We are seeking a skilled Services Solution Consultant to join our SaaS Legal Practice Management software company. The successful candidate will work directly with our sales representatives and client prospects to discuss onboarding, implementation, data migration, and professional services solutions. The Services Solution Consultant will be responsible for aiding in the creative solutioning process pre-sale for complex data migration-related scenarios, scoping of custom reports, and similar professional services capability, feasibility, scope, and cost determinations. 

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. 

· Knowledge of SQL and other programming languages is a plus.

Key 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. 

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

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: $155,000 - $175,000 USD. 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.

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