
201 - 500 employees
Founded 1983
âď¸ Legal
đź Consulting
âď¸ SaaS
Legal ⢠Consulting ⢠SaaS
CARET is a software company with 40 years of experience that builds award-winning SaaS practice management platforms for legal and accounting firms. Its flagship product, CARET Legal, is an end-to-end legal practice management solution that organizes workflows, facilitates collaboration, and accepts payments, helping small and mid-size professional firms streamline operations and focus on higher-value work. CARET serves over 10,000 firms globally and positions itself as a B2B provider of practice management and payment-enabled SaaS tools.
đ 2 days ago
đ California â Remote
đľ $170k - $200k / year
â° Full Time
đ´ Lead
đ Director
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201 - 500 employees
Founded 1983
âď¸ Legal
đź Consulting
âď¸ SaaS
Legal ⢠Consulting ⢠SaaS
CARET is a software company with 40 years of experience that builds award-winning SaaS practice management platforms for legal and accounting firms. Its flagship product, CARET Legal, is an end-to-end legal practice management solution that organizes workflows, facilitates collaboration, and accepts payments, helping small and mid-size professional firms streamline operations and focus on higher-value work. CARET serves over 10,000 firms globally and positions itself as a B2B provider of practice management and payment-enabled SaaS tools.
⢠Own and scale the go-to-market strategy, operating model, and revenue performance for CARET Pay ⢠Own the payments operating model and P&L ⢠Establish weekly boarding and activation reviews, monthly cross-functional business reviews, and quarterly executive updates ⢠Own end-to-end payments performance, including net revenue, processed volume, net spread, merchant activation, and merchant retention ⢠Establish accountability, SOPs, and rules of engagement across Sales, Payments, Implementation, Training, and Customer Success ⢠Own merchant boarding for new-logo and migration deals ⢠Reduce merchant application friction and improve underwriting-stipulation resolution ⢠Qualify payments fit at point of sale and ensure payments sellers engage prospects during the LPM sale ⢠Develop account-level strategies for complex customers with Sales, CSMs, and Migration ⢠Drive adoption of invoicing and accounting workflows within practice management products ⢠Segment the installed base, build named-account plays, and provide concierge onboarding for major activation opportunities ⢠Establish 30- and 60-day post-go-live transaction follow-ups ⢠Build the processor-switching toolkit with Marketing and test switching incentives with Finance ⢠Diagnose processor reversion causes and prioritize product improvements with Product and Engineering ⢠Partner with Sales and GTM leadership on the broader B2B commercial strategy ⢠Lead, coach, and grow the payments team ⢠Design payments quotas, compensation plans, and referral incentives with Sales leadership and Finance ⢠Define and monitor payments metrics and build CRM and BI reporting ⢠Own pricing, fee schedules, promotional economics, and ACH-versus-card mix with Finance ⢠Protect existing revenue by monitoring merchant concentration, volume declines, and processor shifts ⢠Manage payment-processing and payment-facilitator partner relationships ⢠Partner with Legal, Finance, Risk, and Compliance on agreements, payment structures, and commercial terms ⢠Stay current on card network rules, PCI obligations, ACH requirements, and trust-account handling rules
⢠10+ years of experience in B2B payments, fintech, or SaaS ⢠At least 3 years leading a payments function or a cross functional payments go to market motion ⢠Experience owning or leading integrated or embedded payments within a software/SaaS environment ⢠Experience across the full lifecycle from onboarding and migration through ongoing performance ⢠Proven ability to work cross functionally with Sales, Customer Success, Product, Engineering, Operations, Finance, and Legal ⢠Strong hands-on operating ability and strategic vision ⢠Excellent analytical skills, including customer segmentation, cohort, and unit economics analysis ⢠Strong commercial judgment and executive presence ⢠Ability to influence without direct authority ⢠Experience presenting to customers and the executive team ⢠Track record of improving merchant boarding, activation, or attach quality in an embedded payments business ⢠Experience winning volume away from incumbent processors ⢠Working knowledge of interchange, ACH versus card, net spread, pricing, and promotional structures ⢠Experience hiring, coaching, and managing a small team of sellers and operators ⢠B2B experience is essential ⢠Preferred: Experience leading payments for a B2B SaaS or vertical software company ⢠Preferred: Experience leading customer migrations between payment providers or payment infrastructure ⢠Preferred: Experience managing a payment facilitator or processor relationship ⢠Preferred: Familiarity with law firm billing, trust/IOLTA, and multi-trust account requirements ⢠Preferred: Fluency with Salesforce, BI dashboards, in-app engagement tooling, conversation intelligence, and implementation platforms
⢠Flexible PTO ⢠Medical, Dental, Vision, Paid Sick Days, and Supplemental Coverage ⢠Health Savings Account ⢠401(k) match
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