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Cara is a domain-specific AI platform purpose-built for insurance, enabling agencies, brokerages, and wholesalers to automate servicing, accelerate sales, and scale operations with a 24/7 digital workforce. The company is one of the fastest-growing AI companies in the insurance industry, backed by top-tier VCs and led by experts from Stripe, Blend, Strategy&, and Travelers.
As Business and Revenue Operations Lead, you will build and scale the operational infrastructure behind Cara's growth engine. This is a highly cross-functional, hands-on role combining analytical rigor with strong operating mindset.
Key responsibilities include:
- Own and improve 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
Required qualifications:
- 2+ years of experience in revenue operations, business operations, strategic finance, or related role
- Experience in high-growth B2B SaaS or AI technology company
- Strong understanding of recurring revenue models, quote-to-cash workflows, and SaaS metrics (ARR, renewals, expansion)
- Advanced Excel or Google Sheets skills with experience building financial models, forecasts, and operating dashboards
- Experience with HubSpot, billing platforms, or similar business systems
- Exceptional analytical ability, attention to detail, and builder mindset
