# Onboarding Lead

**Company**: Carta
**Location**: New York, NY
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $109,820 to $122,740 in New Jersey $129,200 to $144,400 in New York
**Category**: Operations
**Industry**: Technology

**Apply**: https://job-boards.greenhouse.io/carta/jobs/7999314003?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_f0bceeff-41f

## Description

## Job Summary

As Onboarding Lead, you'll own the first six months that determine whether a client becomes a long-term partner , converting booked MRR into live, retained revenue and setting every account up for long-term success.

## Responsibilities

- Own the onboarding journey from signed contract through to Customer Success Manager (CSM) handoff , acting as the single accountable point for client experience during implementation.

- Project-manage each implementation: define timelines, set milestones, coordinate internal teams, and keep every onboarding on track.

- Act as the primary client contact throughout onboarding , resolving questions quickly, maintaining momentum, and building trust from day one.

- Collaborate with Account Executives at handoff to fully understand client expectations, commitments made during the sales process, and any pricing adjustments needed.

- Identify and escalate blockers early, before they affect client sentiment or timelines , proactively managing risk across your onboarding portfolio.

- Conduct formal, structured handoffs to the CSM team , delivering a complete account brief covering client goals, relationship context, risks, and commercial details.

- Track and report on time-to-revenue, milestone completion rate, and CSAT throughout each onboarding , using data to continuously improve the process.

- Contribute to playbook development, sharing learnings that raise the bar for onboarding across the team.

## Requirements

- 3+ years of experience in client onboarding, implementation, or project management within SaaS, professional services, or a related field.

- Full ownership mindset. You're comfortable being the single point of accountability during onboarding , and you take that responsibility seriously.

- Strong client communication skills. You communicate proactively, set clear expectations, and handle difficult conversations with professionalism and warmth.

- Exceptional project management skills. You track multiple onboardings simultaneously without losing detail, and you use structure to create clarity for clients and internal teams alike.

- Collaborative approach. You work naturally across AE, legal delivery, and CSM teams , marshalling internal resources to remove blockers and keep onboardings moving.

- Commercial awareness. You understand the link between a smooth onboarding and long-term client retention and revenue. You spot risks to commercial commitments early.

- High adaptability. No two onboardings are the same. You adapt your approach to the client's context while keeping the process consistent.

- Data-driven approach. You track what matters , time-to-revenue, CSAT, milestone completion , and use those signals to improve your process.

- Prior experience in legal services or private markets is a significant advantage. Familiarity with venture capital, private equity, or fund operations gives you an immediate leg up in understanding our clients' world.

## Benefits

- Market competitive salary

- Equity for all full-time roles

- Exceptional benefits

- Commissions plans (for applicable roles)

## Salary Range

$109,820 to $122,740 in New Jersey $129,200 to $144,400 in New York

## Skills

### Required
- project management
- client onboarding
- implementation
- SaaS
- professional services

### Nice to have
- legal services
- private markets
- venture capital
- private equity
- fund operations

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/carta/jobs/7999314003?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)