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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. 

· 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. 

  • 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: $125,000 - $155,000 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.

#LI-Remote

#LI-ST1

#ProductsTech

Average salary estimate

$140000 / YEARLY (est.)
min
max
$125000K
$155000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Services Solution Consultant, Caret

At CARET, we’re revolutionizing the legal and accounting industries with our innovative SaaS solutions, and we are on the lookout for a talented Services Solution Consultant to join our remote-first team! In this critical role, you will be working directly with our sales representatives and client prospects to deliver exceptional onboarding, implementation, and professional services solutions. If you have experience in SaaS software and a knack for problem-solving, you’ll find yourself at home as you engage with clients to develop creative solutions for complex data migration scenarios and scoping custom reports. Your expertise will help bridge the gap between client needs and our offerings, while your strong communication skills will shine as you explain technical information to non-technical audiences. At CARET, we pride ourselves on our supportive culture where collaboration is key, and everyone embraces progress and cares deeply for each other and our clients. You can expect to contribute significantly to our client's success by actively participating in meetings, developing statements of work, and ensuring seamless transitions from sales to onboarding. If you’re ready to take on a challenge and make a meaningful impact in a fast-paced environment, we’d love to hear from you. Explore more about our company culture and values at getcaret.com/careers!

Frequently Asked Questions (FAQs) for Services Solution Consultant Role at Caret
What are the main responsibilities of a Services Solution Consultant at CARET?

The Services Solution Consultant at CARET plays a vital role in ensuring that client needs are accurately met during onboarding and implementation. Key responsibilities include collaborating with sales representatives to understand client expectations, aiding in creative solutions for data migration challenges, developing Statements of Work (SOWs), and ensuring smooth coordination with project managers and development teams. This position is crucial in aligning CARET's offerings with client requirements while keeping stakeholders informed and confident in the process.

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What qualifications are necessary for a Services Solution Consultant at CARET?

To thrive as a Services Solution Consultant at CARET, candidates should possess a minimum of 3 years of experience in SaaS software, services consulting, or a related field. Familiarity with SaaS solutions—especially within the legal industry—is preferred. Strong problem-solving skills, excellent communication abilities, and knowledge of SQL or programming languages are advantageous. It’s important to be able to work both independently and collaboratively in a fast-paced environment while managing various objectives simultaneously.

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How does the Services Solution Consultant interact with clients at CARET?

The Services Solution Consultant at CARET will interact with clients extensively throughout the onboarding and implementation process. Regular client meetings will be a fundamental part of the role, where discussions around solutions and technical queries will occur. By inspiring confidence and ensuring clear communication, the consultant plays an essential part in building strong relationships and reinforcing the trust clients have in CARET’s services.

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What is the pay range for a Services Solution Consultant at CARET?

At CARET, the compensation for a Services Solution Consultant ranges from $125,000 to $155,000 USD, depending on various factors including individual qualifications and market conditions. In addition to the base pay, the compensation package may also include commissions, bonuses based on company performance, and opportunities for merit-based increases, creating a lucrative and rewarding work environment.

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What benefits can a Services Solution Consultant expect at CARET?

CAREAt offers a competitive benefits package for Services Solution Consultants, which includes flexible PTO, summer and no meeting Fridays, comprehensive health benefits, and a 401(k) match. Additionally, CARET promotes a healthy work-life balance and supports employee growth and development through its engaging company culture.

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Common Interview Questions for Services Solution Consultant
Can you describe your experience with SaaS software solutions?

When answering this question, focus on specific SaaS projects you’ve worked on, highlighting your roles and contributions. Discuss the technologies you utilized and any challenges faced that you successfully managed. This will demonstrate your practical knowledge and experience relevant to the role of a Services Solution Consultant at CARET.

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How do you approach problem-solving in complex data migration tasks?

Explain your methodical approach to problem-solving. Discuss the strategies you use to assess the situation, gather necessary data, and formulate a solution. Share an example where your innovative thinking led to the successful completion of a project, linking it back to how such skills will benefit your role at CARET.

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What is your experience working with clients in a consulting capacity?

Provide examples of past consulting engagements, focusing on how you built relationship with client stakeholders, understood their needs, and designed solutions accordingly. Highlight how these experiences equipped you with the communication and interpersonal skills crucial for the Services Solution Consultant role.

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How would you handle a situation where client expectations differ from the solutions you can provide?

In response to this question, emphasize the importance of transparency and communication. Discuss how you would engage with the client to clarify their expectations and guide them toward realistic solutions while maintaining their confidence in CARET’s services. This ability to manage client relationships effectively is a key quality for this position.

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What do you know about CARET and our services?

Demonstrate your knowledge of CARET by discussing the company’s values, the services it offers, and how its solutions impact the legal and accounting industries. Show your enthusiasm for joining a company that prioritizes collaboration and innovation, and relate this to your career aspirations as a Services Solution Consultant.

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Can you provide an example of how you developed a Statement of Work (SOW) for a recent project?

When answering, detail the process you followed to understand the client's needs, outline the scope of work, and define deliverables and timelines. Highlight how your contributions ensured clarity and alignment between the client and project objectives, showcasing a skill vital for the Services Solution Consultant role at CARET.

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Describe a time when you had to learn a new technical skill quickly. How did you do it?

Share a specific instance where you successfully learned a new skill essential for your work. Discuss your approach to learning, whether through online resources, collaboration with teammates, or hands-on experience. This will illustrate your adaptability and commitment to personal growth in line with CARET’s values.

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How do you prioritize your workload when managing multiple client projects?

Discuss your methods for time management and prioritization, such as using task management tools or setting clear deadlines. Provide an example where your organizational skills resulted in successful project outcomes, highlighting your ability to handle the diverse responsibilities of a Services Solution Consultant efficiently.

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What role do you see the Services Solution Consultant playing in the sales process?

Explain how you envision collaborating with sales representatives to align client needs with onboarding and implementation solutions. Stress the importance of developing trust with clients, helping them understand technical aspects, and ultimately facilitating a seamless transition from sales to service delivery.

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How do you stay updated on industry trends and best practices?

In your response, share the resources you utilize to keep informed, such as industry publications, webinars, networking groups, or online courses. Emphasize your dedication to continuous learning and how this knowledge equips you to provide the best possible solutions as a Services Solution Consultant at CARET.

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DATE POSTED
December 5, 2024

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