Onboarding Lead

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