Technical Accounting Manager

$85,000 - $90,000/Yr

Caret Corporation - San Diego, CA

Full-time - Mid Level

San Diego, CA

5,001-10,000 employees

Personal and Laundry Services

About the position

The Technical Accounting Manager at CARET is responsible for managing key client relationships and ensuring successful onboarding and ongoing support for clients in the legal practice management industry. This role requires a blend of technical expertise and strong communication skills to address client needs, resolve technical issues, and foster positive relationships. The position is remote-first, allowing for flexibility in work arrangements while focusing on delivering exceptional service to clients.

Responsibilities

• Serve as single point of contact for key client contacts and internal stakeholders.
• Project manage onboarding for key clients and collaborate with the Implementation and Professional Services teams on the management of post-sale client relationships.
• Quarterback escalated technical issues and collaborate with our support teams to deliver timely resolutions.
• Utilize superb problem-solving skills to address technically focused customer escalations and proactively form solutions aligned with a client’s vision.
• Analyze clients' needs and suggest upgrades or additional features to meet their requirements.
• Provide excellent, regular client communications and responsive, consistent follow-through on all issues and actions.
• Develop and nurture strong client relationships.

Requirements

• 2+ years of public accounting or equivalent experience required
• 4+ years relevant work experience in a client-facing role
• BS degree in accounting or equivalent field
• CPA preferred
• Experience in the Legal Practice Management industry preferred
• Over 3 years of technical account management, engagement management, system implementation, technical support or SI consulting experience
• Must have experience with Microsoft server and client technologies
• Must have experience working with and troubleshooting SaaS based applications
• Must possess an enthusiastic personality and foster a positive work environment.

Nice-to-haves

• External enterprise customer-facing experience as a technical lead, with strong oral and written communication skills, presenting to both large and small audiences.
• Solid technical background with hands-on experience
• Thorough knowledge of basic accounting procedures and principles
• Ability to communicate information and ideas in speech and writing so that others (technical and non-technical) will understand.
• Strong analytical and problem-solving skills
• Ability to intelligently speak to both technical implementation and business strategy
• Experience translating business requirements into a technical scope of work
• High level of integrity, judgment, and situational awareness
• Time management: ability to organize and manage multiple priorities
• Extreme detail orientation
• Ability to work collaboratively within a team as well as independently.

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