C
Onboarding Lead
Carta
Overview
3+ years of experience in client onboarding, implementation, or project management within SaaS, professional services, or a related field. You know how to manage complex, multi-stakeholder projects to a deadline.
Benefits, from the posting itself
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Key Requirements
- 3+ years of experience in client onboarding, implementation, or project management within SaaS, professional services, or a related field. You know how to manage complex, multi-stakeholder projects to a deadline.
- 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.
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