Onboarding Lead

Carta
London
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 3+ yearsSkills: ["Project management","Client communication","Ownership","Collaboration","Data-driven mindset"]

Own the full client onboarding journey from signed contract through Customer Success Manager handoff, serving as the single accountable point for client experience during implementation. Project-manage multi-stakeholder implementations, act as primary client contact, and resolve questions quickly while identifying and escalating blockers early. Collaborate with Account Executives at handoff, deliver structured account briefs, and track time-to-revenue, milestone completion, and CSAT to continuously improve onboarding across the team.

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FursaFursa
Carta
Carta
1 day ago

Onboarding Lead

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Own the full client onboarding journey from signed contract through Customer Success Manager handoff, serving as the single accountable point for client experience during implementation. Project-manage multi-stakeholder implementations, act as primary client contact, and resolve questions quickly while identifying and escalating blockers early. Collaborate with Account Executives at handoff, deliver structured account briefs, and track time-to-revenue, milestone completion, and CSAT to continuously improve onboarding across the team.
Location: London
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Own the onboarding journey from signed contract through CSM handoff as the single accountable point for client experience.
  • •Project-manage each implementation by defining timelines, setting milestones, coordinating internal teams, and keeping onboarding on track.
  • •Serve as the primary client contact throughout onboarding, resolving questions quickly, maintaining momentum, and building trust.
  • •Collaborate with Account Executives at handoff to understand client expectations, commitments, and any pricing adjustments.
  • •Track and report time-to-revenue, milestone completion rate, and CSAT, and contribute to playbook development.

Pay and Benefits

Equity and Bonus:Equity

Key Requirements

  • •3+ years’ experience in client onboarding, implementation, or project management within SaaS, professional services, or a related field.
  • •Manage complex, multi-stakeholder projects to deadline with strong project management instincts.
  • •Take full ownership during onboarding as the single accountable point for client experience.
  • •Proactively communicate with clients, set clear expectations, and handle difficult conversations professionally.
  • •Data-driven mindset; track time-to-revenue, CSAT, and milestone completion to improve the onboarding process.
Experience:3+ yearsSaaSProfessional servicesPrivate marketsLegal servicesVenture capitalPrivate equityFund operations
Skills:Project managementClient communicationOwnershipCollaborationData-driven mindset

Company Brief

Carta
Provides equity management, cap table software, and valuation services for private companies and investors. Carta streamlines ownership tracking, employee equity plans, and compliance for startups, venture-backed firms, and venture capital investors.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series G
Headquarters: San Francisco, United States
Founded: 2012
WebsiteLinkedIn