$60k - $80k/year FULL TIME Customer Success Manager At Caret
Posted 2025-06-13Join our dynamic team at Caret as a Customer Success Manager! We're looking for someone to start immediately in this Remote role. Key to this role is your expertise in Account management. A salary of $60k - $80k per Year is offered.
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.
- Managing a portfolio of over 150+ accounts and interact directly with customers via phone, promoting customer satisfaction, product adoption, retention, and renewalsÂ
- Proactively manage and foster trusted relationships with new and existing clientsÂ
- Maintain a revenue base by managing account retention and renewalÂ
- Develop and execute win/win negotiation strategies with a retention focus in mindÂ
- Identify customer needs and demonstrate strong account management capabilities to drive renewal to on-time closureÂ
- Operating as the lead point of contact for all matters specific to your accountsÂ
- Serve as a point of escalation for the clients with their requests.Â
- Manage Projects and work closely with Sales, Support, Billing, Product, and other technical teams to ensure an exceptional customer experience and take care of any customer issuesÂ
- Being creative when encountering issues or problems with finding Solutions.Â
- Provide a full breakdown of your accounts that will is consistently viewed internally by the C-Level Executive team.Â
- Obtain references and referrals from your accounts due to their level of satisfaction with the product and company.Â
- Maintain a focus on Customer Health and Net Promotor scores to identify risk and opportunities.Â
- Provide an unparalleled client experience in comparison to Competitive landscapeÂ
- This role does not have any direct reports or managerial responsibilitiesÂ
Qualifications Include:
- 2+ years of account management experienceÂ
- Experience supporting a large volume of small to mid-size business customersÂ
- Experience with pipeline management, contract negotiations (retention focus), and meeting quota attainment/revenue targetsÂ
- Experience in inside sales/business development, up-selling, product positioning, and customer service to end user customersÂ
- Experience with Project management and being able to prioritize effectivelyÂ
- Experience with interacting with Owners/Partners of companies externally as well as interacting with C-Suite internallyÂ
- Strong customer facing skills and negotiating tacticsÂ
- Experience with Salesforce is requiredÂ
- Experience working within the software, SaaS, technology industry is highly preferredÂ
- Bachelorâs degree preferred, but not requiredÂ
- 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: $60,000 - $80,000. Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs. As this is a sales position, this will also include commission structure with accelerators based on over-performance.
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.
#Sales