Onboarding Lead

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About the role

The Company You’ll Join Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work. For more information about our offices and culture, check out our Carta careers page . The Problems You'll Solve At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As Onboarding Lead, you'll own the first six months that determine whether a client becomes a long- term partner — converting booked MRR into live, retained revenue and setting every account up for long-term success. The Onboarding Lead will: • Own the onboarding journey from signed contract through to Customer Success Manager (CSM) handoff — acting as the single accountable point for client experience during implementation. • Project-manage each implementation: define timelines, set milestones, coordinate internal teams, and keep every onboarding on track. • Act as the primary client contact throughout onboarding — resolving questions quickly, maintaining momentum, and building trust from day one. • Collaborate with Account Executives at handoff to fully understand client expectations, commitments made during the sales process, and any pricing adjustments needed. • Identify and escalate blockers early, before they affect client sentiment or timelines — proactively managing risk across your onboarding portfolio. • Conduct formal, structured handoffs to the CSM team — delivering a complete account brief covering client goals, relationship context, risks, and commercial details. • Track and report on time-to-revenue, milestone completion rate, and CSAT throughout each onboarding — using data to continuously improve the process. • Contribute to playbook development, sharing learnings that raise the bar for onboarding across the team. The Team You'll Work With You'll be joining our Carta Law Customer Success (CS) team. We manage the full client lifecycle — from welcoming new clients through onboarding to building deep, lasting relationships with established fund managers and their legal teams. We sit at the intersection of legal delivery, commercial strategy, and operations. Day-to-day you'll work closely with AEs, legal delivery, and the CSM team. You'll report to the Global Head of CS and work as part of a growing global team across London and New York Carta’s London and Denmark locations are a product of our 2022 acquisitions of Capdesk and Vauban. Now operating as one global Carta entity, our U.K. and Denmark locations will enhance the Carta platform with Capdesk and Vauban as proprietary products.Click the links to read more about the acquisition of Capdesk from Carta and Vauban from Carta About You We're looking for a highly organised, client-focused professional who combines strong project management instincts with genuine relationship-building ability. You thrive in the space between structure and ambiguity — holding a process together while staying human in every client conversation. Specifically, we're looking for: • 3+ years of experience in client onboarding, implementation, or project management within SaaS, professional services, or a related field. You know ho

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