Onboarding Lead
Core
Own the onboarding journey from signed contract to Customer Success Manager handoff, converting booked MRR into live revenue for private capital clients.
Role type
Senior Onboarding Lead (Project Management)
Builds
Implementation of Carta's equity management platform for fund managers and legal teams
Domain
SaaS / Private Capital / Legal Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Project management, client communication, risk management, data analysis, cross-functional collaboration, commercial awareness, adaptability
Preferred skills
Legal services experience, private markets knowledge, venture capital background
Technologies
Carta platform, internal project management tools
Responsibilities
Project-manage implementations with defined timelines and milestones, act as primary client contact to resolve questions and build trust, collaborate with Account Executives at handoff, identify and escalate blockers early, conduct structured handoffs to CSM team with complete account briefs, track and report on time-to-revenue and CSAT, contribute to playbook development
Seniority
Senior, hands-on IC
