Job DetailsJob Location: Nationwide Remote - Remote, CA 92121Salary Range: $70,000.00 - $80,000.00 Salary/year 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: \tWe succeed together. \tWe embrace progress. \tWe care big. \tWe create space. Overview We are seeking a results-driven Customer Success Manager focusing heavily on revenue expansion, upselling, and proactive opportunity hunting. You will act as a strategic partner to customers while driving measurable business outcomes and increasing account value. Key Responsibilities Account Growth & Hunting \tProactively identify, develop, and close upsell, cross-sell, and expansion opportunities within existing accounts \tBuild and execute account growth plans aligned to customer goals and company revenue targets \tContinuously โhuntโ for new use cases, departments, and stakeholders to expand product adoption \tPartner with Sales to convert expansion pipeline into closed revenue \tOwn and manage a book of business with a growth quota or expansion target Customer Success & Relationship Management \tServe as the trusted advisor to customers, ensuring alignment between their goals and product capabilities \tBuild strong relationships with key stakeholders and decision-makers \tDrive product adoption, engagement, and long-term value realization \tConduct regular business reviews focused on both performance and growth opportunities Retention & Risk Management \tMonitor customer health and proactively mitigate churn risk \tDevelop and execute retention strategies for at-risk accounts \tEnsure renewal readiness while positioning expansion opportunities Cross-Functional Collaboration \tPartner with Sales, Marketing, Product, and Support teams to drive customer outcomes and growth \tProvide customer feedback to influence product roadmap and go-to-market strategies Qualifications \t3โ7+ years in Customer Success, Account Management, or Sales roles within a SaaS or technology environment \tProven track record of carrying and exceeding expansion or revenue targets \tStrong hunting mindset with the ability to uncover and close growth opportunities \tExperience managing complex accounts and multi-threaded relationships \tExcellent communication, negotiation, and presentation skills \tData-driven approach with the ability to identify trends and opportunities within accounts Benefits: \tFlexible PTO \tMedical, Dental, Paid Sick Days, Vision, and Supplemental Coverage \tFlexible Spending Account \tHealth Savings Account \t401(k) match If you are not sure that every qualification on the list above describes you exactly, we\'d still love to hear from you! We value people with unique backgrounds, experiences, and skillsets. If youโre passionate about having a significant impact and shaping the foundations of a rapidly growing product, please apply! 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: $70,000-$80,000 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. Qualifications