Business Development Representative

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

This is a REMOTE position with hiring focused solely on the Eastern US Region


  • You have done the Business Development Rep (BDR) role at a similar SaaS Company prior for at least 1 year.
  • Operate with Urgency.  This role is all about timing and you operate accordingly with incredibly fast follow-up.   
  • Experience working with Account Executives to build out a prospecting plan that includes Existing Customers and Prospects, identifying our ICP (Ideal Customer Profiles) and creating a list of contacts to target for outreach. 
  • High Activity Levels – output and activity is key – this BDR will engage in making 50+ outbound phone calls per day.  Plus, LinkedIn and Targeted Emails.   
  • Comfortable making Cold Calls – it’s the hardest part of any BDR job but required. 
  • Know how to write personalized emails with compelling and relevant content to targets.  Gone are the days of generic automated emails.    
  • Have worked with and called on Global 2000 key accounts in the past – Financial Services, Insurance, Accounting, Legal is a plus! 
  • Comfortable speaking to senior executives (c-suite and business partners) to book meetings. 
  • You’ve leveraged technology such as Salesforce, SalesLoft, Sales Navigator, ZoomInfo, RingCentral and Chorus as part of your daily workflow to source, prospect and book meetings. 


  • Outbound Prospecting via phone, email, LinkedIn and other methods to produce quality leads that turn into qualified opportunities.   
  • Qualify leads from marketing campaigns as sales opportunities  
  • Use sales tools to support the process 
  • Identify prospect needs and clearly articulate how HotDocs can solve those needs 
  • Proactively and creatively seek new opportunities in Net New and Existing Customer Accounts.    
  • Set up meetings between prospects and AEs 
  • Coordinate with AEs to build out and execute on prospecting plans and target contacts.   
  • Keep Salesforce up to date with current information and activity.   
  • Ensure alignment with overall sales strategies 
  • Report on results to manager on a weekly basis  

Are you…

  • Proven.  Backed by a track record of success, you’ve been a critical piece of a prior sales org, booking quality meetings that have resulted in impactful wins.   
  • Life-Long Learner. You want to get better every day and are constantly finding ways to improve, both on your own as well as being coached by Sales leadership and the AE’s.   
  • Team Player. No lone wolves, we win and celebrate as a team here at HotDocs. 
  • Self-Motivated & driven. Possess a hungry, high energy, “roll-up-your-sleeves” mentality. 
  • Self-Starter.  You know what it takes to develop relationships and find creative ways to break into new accounts/expand at existing customers.   
  • Problem Solver. You don’t stop when you encounter a challenge and instead find a way to overcome the obstacle and find success. 
  • Organized.  You know how to balance multiple stakeholders and campaigns at once, working effectively and efficiently. 
  • KPI & Data Driven.  This role is a numbers game, you use data and metrics to see what’s working and not working, can assess trends and quickly adjust accordingly.   


  • 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: $55,000 – $60,000 . Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs. As this is a sales position, this will also include a commission structure.

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.