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Onboarding Lead

Carta· Carta Law
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Hybrid (New York / New Jersey), Hybrid (New York, NY or Parsippany, NJ)$109.8k - $122.7kFull-timePosted 3w ago

About the role

Onboarding Lead responsible for the first six months of a client relationship, converting booked MRR into live retained revenue, and ensuring successful implementation from contract signing to handoff to Customer Success Manager.

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.

Qualifications

  • - 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.
  • '- Strong client communication skills with proactive and professional handling of conversations.
  • '- Exceptional project management skills with the ability to track multiple onboardings and create clarity for clients and internal teams.
  • '- Collaborative approach across AE, legal delivery, and CSM teams.
  • '- Commercial awareness linking onboarding to long-term retention and revenue.
  • '- High adaptability to different onboarding contexts while keeping process consistency.
  • '- Data-driven approach to track time-to-revenue, CSAT, milestone completion.
  • '- Prior experience in legal services or private markets is a significant advantage.

Skills

Required:Project managementClient communicationStakeholder managementData analysis
Nice to have:Risk management

Benefits

  • - Market-competitive salary
  • - Equity for all full-time roles
  • - Exceptional benefits
  • - Commission plans for applicable roles (where relevant)
Last updated Sep 30, 2026. Interested? Apply on the company site.
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Carta’s platform of software and services helps people manage equity, build businesses, and invest in the companies of tomorrow. Learn more.

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