---
title: 'Business and Revenue Operations at Cara'
canonical: 'https://feeny.ai/job/business-and-revenue-operations-cara-new-york-n3pddnsfw7q8'
type: 'job'
last_seen: '2026-09-14'
---

# Business and Revenue Operations at Cara

- **Company:** Cara
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-07-27
- **Last confirmed live:** 2026-09-14
- **Apply:** https://jobs.ashbyhq.com/cara-ai/16593860-18e7-43ec-9d5e-fb5457030285

## Job description

## 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 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.

## About the Role

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.

## What You’ll Do

- 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

## What You Have

- 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

## About Cara

## Company Overview
- **One-liner**: Cara is a domain-specific AI platform purpose-built for insurance agencies, brokerages, and wholesalers, automating sales and servicing workflows with a 24/7 digital workforce.
- **Entity Type**: Private (Seed stage – raised $8M in March 2026)
- **Headquarters**: New York, NY, USA (also has an office in San Francisco, CA)
- **Founded**: 2024
- **Founders**: Vic Yeh (CEO), Nikhil Kansal, Jonathan (Jon) Patel

## Core Business
- **Primary industry**: Insurance technology (InsurTech) / AI software for insurance operations
- **Target customers**: Insurance agencies, brokerages, and wholesalers (B2B, primarily SMB and mid-market, with enterprise-grade capabilities)
- **Mission or purpose**: “Bringing Domain-Specific AI to Insurance” — built by former insurance agents to help teams focus on premium production and customer relationships by automating up to 70% of daily manual tasks.

## Products & Services
- **[Copilot](https://www.getcara.ai/)**: AI command center for automating tasks, managing workflows, and collaborating — includes research & compare, COI generation, policy document exploration, email assistant, and call triage.
- **[Communication](https://www.getcara.ai/)**: Tools for seamless client and partner interaction across voice, email, and web AI.
- **[Servicing](https://www.getcara.ai/)**: Converts unstructured communication into actionable tasks by capturing intent and organizing workflows.
- **[Knowledge](https://www.getcara.ai/)**: AI memory that stores and references internal knowledge, documentation, and account data.
- **All modules** are purpose-built for insurance and integrate with existing Agency Management Systems (AMS) and CRMs.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private company)
- **Key Metric**: $8M in total seed funding (announced March 31, 2026); reached seven-figure ARR within seven months of launch.
- **Notable Investors/Partners**:
  - Seed round led by Kearny Jackson, with participation from Claire Hughes Johnson (former COO of Stripe), Kevin Mahaffey (founder of SNR), Sam Hodges (CEO of Vouch Insurance), and Colin Evans (Startups and Partnerships, OpenAI).
  - Trusted by leading brokerages: The McGowan Companies, Atlas Insurance Brokers, ISU Steadfast, Combined Agents of America, FirstChoice.
- **Growth Signals**: 16.7% monthly employee growth (LinkedIn); over 80% of customers come from organic word-of-mouth; thousands of agents and brokers across the U.S. using the platform; 24 employees as of mid-2026 with active hiring.

## Competitive Advantages
- **Domain specificity**: Built by former insurance agents who understand the industry’s pain points (ACORD forms, E&O reviews, COI generation, etc.).
- **Modular, integrated design**: Works as a full operating layer across the agency tech stack, automating workflows that consume up to 70% of an agent’s day.
- **Speed and accuracy**: What takes 90 minutes by hand takes roughly two minutes on Cara.
- **Enterprise-grade AI**: 24/7 availability, human-like chat, smart system integration, and support for complex insurance operations.

## Strategic Focus
- Continue insurance-specific AI research and product development.
- Deepen integrations with AMS and CRM systems.
- Expand the platform from smart assistance to a full operating layer for independent agencies, brokerages, and wholesalers.
- Scale the team across engineering, sales, and account executive roles.

## Why Work Here
- **Founding team** with strong operational backgrounds (Blend Labs, Stripe, Strategy&) and firsthand insurance experience — they built and sold a digital insurance brokerage before creating Cara.
- **Backed by top-tier investors** from Stripe, OpenAI, and Vouch, signaling strong credibility and growth trajectory.
- **Rapid growth**: Reached seven-figure ARR in seven months, serving thousands of agents; 80% organic word-of-mouth customer acquisition.
- **Culture**: Described as “built by agents, for agents” — a blend of insurance domain expertise and cutting-edge AI engineering. The company emphasizes “strong human relationships” and modern innovation.
- **Locations**: Offices in New York, NY and San Francisco, CA. Remote/hybrid policy not explicitly stated but likely flexible given multiple office locations.
- **Open roles** (as of mid-2026): Software Engineer and Account Executive, with more positions likely opening as the team grows.

## Sources
1. [getcara.ai – Product Overview](https://www.getcara.ai/)
2. [getcara.ai – Company Page](https://www.getcara.ai/company)
3. [LinkedIn – Cara Company Profile](https://www.linkedin.com/company/caraai)
4. [PRNewswire – Seed Funding Announcement](https://www.prnewswire.com/news-releases/cara-raises-8-million-to-help-every-insurance-brokerage-grow-its-book-302730002.html)
5. [Careers Page – Ashby](https://jobs.ashbyhq.com/cara-ai)

## Other roles at Cara

- [Talent Partner](https://feeny.ai/job/talent-partner-cara-new-york-8m6g975zhfwz) — New York, NY
- [Product Designer](https://feeny.ai/job/product-designer-cara-san-francisco-8hyhr4421v7r) — San Francisco, CA
- [Forward Deployed Broker](https://feeny.ai/job/forward-deployed-broker-cara-new-york-8nkaxhwq2svr) — New York, NY
- [Marketing](https://feeny.ai/job/marketing-cara-new-york-wq4rj6mj3s3e) — New York, NY
- [Customer Success](https://feeny.ai/job/customer-success-cara-new-york-q43ehq8xfj8e) — New York, NY
- [Sales Development Representative](https://feeny.ai/job/sales-development-representative-cara-new-york-hpw3thafeezd) — New York, NY
- [Account Executive](https://feeny.ai/job/account-executive-cara-new-york-kcahdpj1yvhr) — New York, NY
- [Software Engineer](https://feeny.ai/job/software-engineer-cara-san-francisco-pkb17phpsbys) — San Francisco, CA