Onboarding Lead
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people.
About Carta
Carta operates a platform for private capital that helps companies, private equity and venture capital firms, limited partners, and other financial organizations manage portfolios, move money, and model investment scenarios. Its offerings include equity and cap table management, valuations, compensation, liquidity, fund administration, fund tax, SPVs, deal CRM, portfolio valuations, loan operations, LP analytics, compliance, contracts, and attorney-led legal services. Carta combines software, AI capabilities, and expert human services for private capital workflows.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will own the client onboarding journey from contract signature through handoff to customer success. You will manage implementation plans, coordinate internal stakeholders, resolve client questions, identify risks, report onboarding metrics, and improve onboarding playbooks.
Requirements
- 3+ years of client onboarding, implementation, or project management experience
- SaaS, professional services, or related-field experience
- Project management
- Client communication
- Commercial awareness
- Data analysis
- Legal services or private-markets experience
Responsibilities
- Own client onboarding from signed contract through Customer Success Manager handoff
- Manage implementation timelines, milestones, and internal coordination
- Serve as the primary client contact during onboarding
- Partner with Account Executives on client expectations and commercial commitments
- Identify and escalate onboarding blockers and risks
- Conduct structured handoffs to the Customer Success Manager team
- Track time-to-revenue, milestone completion, and CSAT
- Contribute to onboarding playbooks
Benefits
- Equity for full-time roles