New York, New York, United States · On-site
About Cara Cara is a domain-specific AI platform purpose-built for insurance—a modular system that enables agencies, brokerages, and wholesalers to automate servicing, accelerate sales, and scale operations with a 24/7 d…
Skills: Revenue Operations, Business Operations, Quote-to-Cash, Financial Modeling, SaaS Metrics
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Build and scale the operational infrastructure for growth, managing the quote-to-cash process from initial opportunity through contracting and expansion. Own critical workflows including revenue forecasting, billing, and business reporting across cross-functional teams.
Requires 2+ years of experience in revenue or business operations within a high-growth B2B SaaS or AI company. Must possess advanced Excel/Google Sheets skills and proficiency with HubSpot or similar billing and business systems.
Cara is a domain-specific AI platform purpose-built for insurance—a modular system that enables agencies, brokerages, and wholesalers to automate servicing, accelerate sales, and scale operations with a 24/7 digital workforce.
We’re one of the fastest-growing AI companies in the insurance industry, attracting agencies and brokerages of all sizes with an expanding customer base. We’re a team of experts in engineering and insurance from Stripe, Blend, Strategy&, and Travelers, with backing from top-tier VCs, and are scaling our product and team quickly to meet market demand.
As our Business and Revenue Operations Lead, you will build and scale the operational infrastructure behind Cara’s growth engine.
You will work across Sales, Customer Success, Finance, Legal, and Leadership to improve how Cara manages deals from initial opportunity through contracting and expansion. You will own critical workflows across revenue operations, quote-to-cash, forecasting, billing, and business reporting.
This is a highly cross-functional and hands-on role for someone who combines analytical rigor with a strong operating mindset. You will help establish the systems, processes, and reporting infrastructure Cara needs to scale efficiently as our customer base, revenue, and team continue to grow.
Own and improve Cara’s quote-to-cash processes across quoting, contracting, billing, renewals, and expansions
Build and maintain reporting across pipeline, ARR, renewals, expansion, and revenue performance
Support revenue forecasting, billing reconciliation, budgeting, and company planning
Improve data quality, automation, and process consistency across HubSpot, billing systems, and related tools
Coordinate bookkeeping and audit readiness with external specialists
Run selected cross-functional initiatives where financial analysis and judgment are central to decision-making
2+ years of experience in revenue operations, business operations, strategic finance, or a related role
Experience working in a high-growth B2B SaaS or AI technology company
Strong understanding of recurring revenue models, quote-to-cash workflows, and SaaS metrics such as ARR, renewals, and expansion
Advanced Excel or Google Sheets skills, with experience building reliable financial models, forecasts, and operating dashboards
Experience with HubSpot, billing platforms, or similar business systems
Exceptional analytical ability, attention to detail, and a builder mindset—you identify problems and implement solutions
Cara is a domain-specific AI company for the insurance industry.
Cara is a domain-specific AI platform purpose-built for insurance—a modular system that enables agencies, brokerages, and wholesalers to automate servicing, accelerate sales, and scale operations with a 24/7 digital workforce. Learn more at getcara.ai.
Offices: New York, NY 10001, US · San Francisco, CA 94108, US
Cara is a domain-specific AI company for the insurance industry.
Cara is a domain-specific AI platform purpose-built for insurance—a modular system that enables agencies, brokerages, and wholesalers to automate servicing, accelerate sales, and scale operations with a 24/7 digital workforce. Learn more at getcara.ai.
Offices: New York, NY 10001, US · San Francisco, CA 94108, US
