What are the responsibilities and job description for the Solution Consultant position at Caret?
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
Requirements
Partner close with the Sales team members as the technical resource to drive and close new business opportunities by assisting in the sales process, presentations, and meetings to uncover the customers business needs and quantify those needs.
Provide strategic pre-sales support for sales activities including needs analysis, technology reviews, requirements definitions, and proof-of-concept scoping.
Work directly with customers and prospects in defining, and executing Proofs of Concept by conducting needs analysis, data acquisition and transformation, data loading, conversion analysis and server/integration requirements.
Create and deliver product presentations and demonstrations to meet prospects, customers, or internal needs as the technical expert for multiple product lines.
Become a Subject Matter Expert in our products’ features, benefits, and applications and how they can help support customer needs.
Communicate via phone, online video meetings, in-person meetings, and email with prospects guiding them through the evaluation and selection process.
Build a tight connection between the customer and our product management teams by acting as the liaison who drives success.
Perform research and stay current on all company product lines, competitive products, and new technical trends and technologies in the industry and in our verticals.
Travel may be required (up to 25% of the time)
Required Skills/Abilities:
5 years IT professional experience
2 years of experience in a pre-sales engineering role
Must have a positive attitude
Effective communicator
Effective listener
Effective presenter
Ability to ask probing questions in a conversational manner
Display ability to think critically through issues to identify an appropriate solution
Excellent interpersonal, verbal, and written communication skills with multiple levels from executive to technical.
High personal ethics
Previous cloud and cybersecurity experience
Previous virtual desktop experience with knowledge of printing, thin clients, networking, and sizing applications and computing resources
Knowledge in sizing third-party applications for private virtual servers and a virtual desktop environment.
High-level understanding of the following Microsoft products: Server, RDP, Hyper-V, Windows, Office 365 Enterprise suites, SQL, etc.
High-level understanding of cybersecurity: Firewalls, data encryption, intrusion protection, endpoints, antivirus, ransomware, email security and encryption, mobile protection, web and application security.
Sound understanding of ETL Best Practices/Methodologies, relational structures, dimensional data modeling, structured query language (SQL) skills, data warehouse, reporting techniques, and custom reporting using SSRS
BS/MS in Engineering, Computer Science, Mathematics, or related experience.
Experience in the legal, or accounting industry is a bonus
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: $50,000 - $70,000. 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
#Sales
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
Requirements
Partner close with the Sales team members as the technical resource to drive and close new business opportunities by assisting in the sales process, presentations, and meetings to uncover the customers business needs and quantify those needs.
Provide strategic pre-sales support for sales activities including needs analysis, technology reviews, requirements definitions, and proof-of-concept scoping.
Work directly with customers and prospects in defining, and executing Proofs of Concept by conducting needs analysis, data acquisition and transformation, data loading, conversion analysis and server/integration requirements.
Create and deliver product presentations and demonstrations to meet prospects, customers, or internal needs as the technical expert for multiple product lines.
Become a Subject Matter Expert in our products’ features, benefits, and applications and how they can help support customer needs.
Communicate via phone, online video meetings, in-person meetings, and email with prospects guiding them through the evaluation and selection process.
Build a tight connection between the customer and our product management teams by acting as the liaison who drives success.
Perform research and stay current on all company product lines, competitive products, and new technical trends and technologies in the industry and in our verticals.
Travel may be required (up to 25% of the time)
Required Skills/Abilities:
5 years IT professional experience
2 years of experience in a pre-sales engineering role
Must have a positive attitude
Effective communicator
Effective listener
Effective presenter
Ability to ask probing questions in a conversational manner
Display ability to think critically through issues to identify an appropriate solution
Excellent interpersonal, verbal, and written communication skills with multiple levels from executive to technical.
High personal ethics
Previous cloud and cybersecurity experience
Previous virtual desktop experience with knowledge of printing, thin clients, networking, and sizing applications and computing resources
Knowledge in sizing third-party applications for private virtual servers and a virtual desktop environment.
High-level understanding of the following Microsoft products: Server, RDP, Hyper-V, Windows, Office 365 Enterprise suites, SQL, etc.
High-level understanding of cybersecurity: Firewalls, data encryption, intrusion protection, endpoints, antivirus, ransomware, email security and encryption, mobile protection, web and application security.
Sound understanding of ETL Best Practices/Methodologies, relational structures, dimensional data modeling, structured query language (SQL) skills, data warehouse, reporting techniques, and custom reporting using SSRS
BS/MS in Engineering, Computer Science, Mathematics, or related experience.
Experience in the legal, or accounting industry is a bonus
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: $50,000 - $70,000. 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
#Sales
Services Solution Consultant
Caret -
San Diego, CA
Solution Consultant - Clinical Data
Veeva Systems -
San Diego, CA
Sr Solution Consultant
ServiceNow -
San Diego, CA
