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 We are looking for a leader with expertise in Order to Cash (OTC) end-to-end process and operations, reporting directly to the Controller. In this highly collaborative role, you will be both a tactical hands-on leader ensuring a best in class customer experience as well as a strategic leader establishing the right processes, systems, and analysis to streamline operations and improve KPIs. Requirements
Have 8+ years of experience in leading Billing, Collections and Operations teams, ideally in technology businesses with B2B products and a strong understanding of Quote to Cash
Experienced with NetSuite and salesforce.com
Strong Microsoft Excel skills required
Strong understanding of basic accounting principles.
Demonstrate a proven track record of building and developing high-performing teams
Have experience leading strategic and operational initiatives, and building strong relationships with cross-functional teams
Bachelor’s degree in Accounting, Finance, or a related field
Excellent attention to detail and accuracy in financial data entry and analysis.
Strong communication, problem-solving, and negotiation skills.
Proven ability to drive exceptional outcomes for the business while providing a positive customer experience
Responsibilities
Own OTC end-to-end process and drive continuous improvement by prioritizing areas of improvement based on projected business value and directing projects with cross functional teams
Lead a high performing team to streamline systems and processes resulting in efficient bookings validation and reporting, exceptional billing quality and timeliness, high CSAT for dispute resolution, reduced DSO and credits, and timely and accurate cash application of customer payments.
Define and execute on strategic initiatives for the OTC team, driving efficiency, accuracy and scalability in our processes through continuous improvement and innovation.
Leverage data and analytics to identify root causes of issues, uncover opportunities for process improvements, and develop comprehensive action plans to address them.
Partner with cross-functional teams across CARET to identify challenges and opportunities, drive solutions, and shape the overall experience for CARET customers.
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: $110,000 - $120,000 . 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#Finance
