Onboarding Lead

As an Onboarding Lead at Carta, you will be integral to our Customer Success team, overseeing the initial six months of client engagement to ensure a seamless transition from contract signing to active partnership. Your role will be pivotal in converting booked Monthly Recurring Revenue (MRR) into live, retained revenue, setting the foundation for long-term client success.

In this position, you will manage the entire onboarding journey, from the signed contract to the handoff to the Customer Success Manager (CSM). This includes defining project timelines, setting milestones, coordinating with internal teams, and maintaining client momentum. You will serve as the primary point of contact for clients during onboarding, addressing inquiries promptly, building trust, and proactively identifying and mitigating potential blockers to ensure a smooth process.

To excel in this role, you should have at least three years of experience in client onboarding, implementation, or project management within SaaS or professional services. A strong client-focused approach, exceptional project management skills, and the ability to communicate effectively with clients and internal teams are essential. An understanding of the link between a smooth onboarding process and long-term client retention and revenue is also important.

While specific compensation details are not provided, Carta offers a comprehensive benefits package that includes health insurance, retirement plans, and other perks to support your well-being and professional growth.

Joining Carta means becoming part of a dynamic and innovative company that is transforming how private capital operates. As an Onboarding Lead, you will have the opportunity to make a significant impact on client satisfaction and contribute to the company's mission of unlocking the power of equity ownership for more people in more places.