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 the Customer Success Manager. You will manage implementation timelines and milestones, coordinate internal stakeholders, serve as the main client contact, resolve blockers, monitor onboarding metrics, and deliver structured account handoffs.
Requirements
- 3+ years of experience in client onboarding, implementation, or project management within SaaS, professional services, or a related field
- Strong project management and client communication skills
- Ability to manage complex, multi-stakeholder projects to deadlines
- Ability to work across Account Executive, legal delivery, and Customer Success Manager teams
- Commercial awareness and risk identification skills
- Data-driven approach to tracking onboarding performance
- Prior experience in legal services or private markets is an advantage
- Familiarity with venture capital, private equity, or fund operations is an advantage
Responsibilities
- Own the onboarding journey from signed contract through Customer Success Manager handoff
- Manage implementation timelines, milestones, and internal coordination
- Serve as the primary client contact throughout onboarding
- Collaborate with Account Executives to understand client expectations, commitments, and pricing adjustments
- Identify and escalate onboarding blockers before they affect client sentiment or timelines
- Deliver structured account handoffs to the Customer Success Manager team
- Track time-to-revenue, milestone completion, and CSAT metrics
- Contribute learnings to onboarding playbooks