Onboarding Lead
Core
Own the client onboarding journey from contract signing to Customer Success Manager handoff, ensuring conversion of booked MRR into live revenue and setting accounts up for long-term success.
Role type
Senior Onboarding Lead (Project Management & Client Success)
Builds
Client onboarding implementations for private capital firms (funds, SPVs, founders) using Carta's equity management platform.
Domain
Private Capital / Venture Capital / Legal Tech
Deliverable
Production client onboarding processes and account handoffs
Required skills
Project management, client relationship management, risk escalation, data analysis, cross-functional collaboration, commercial awareness, process improvement
Preferred skills
Legal services experience, private markets knowledge, venture capital/fund operations familiarity
Technologies
Carta platform, internal project management tools, CRM systems
Responsibilities
Project-manage implementations defining timelines and milestones; act as primary client contact to resolve questions and build trust; collaborate with Account Executives at handoff; identify and escalate blockers; conduct structured handoffs to CSM team with complete account briefs; track and report on time-to-revenue, milestone completion, and CSAT; contribute to playbook development.
Seniority
Senior, hands-on IC
