Greenhouse ·
full-timeOnboarding Lead
Carta · New York / New Jersey
Carta is an AI‑native platform that provides a single system of record for private‑capital stakeholders, helping founders, fund managers and legal teams manage equity, reporting and transactions. As an Onboarding Lead intern you will be responsible for guiding new clients through the first six months after a contract is signed, ensuring a smooth transition to the Customer Success Manager. The role involves planning and tracking implementation timelines, coordinating internal teams, serving as the main point of contact for client queries, and escalating any issues that could affect satisfaction or revenue. You will work closely with Account Executives, legal delivery specialists and the CS team, reporting on metrics such as time‑to‑revenue and CSAT while contributing to onboarding playbooks. The position suits candidates who are highly organized, enjoy client‑focused communication, can manage multi‑stakeholder projects, and thrive in a fast‑moving SaaS environment where structure meets ambiguity.
Education
- Batch: 2022
- Level: Bachelor's degree
- Courses: B.E
Key Skills
Experience required
3-3 years experienceThe 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 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. Commercial awareness. You understand the link between a smooth onboarding and long- term client retention and revenue. You spot risks to commercial commitments early. High adaptability. No two onboardings are the same. You adapt your approach to the client's context while keeping the process consistent. Data-driven approach. You track what matters — time-to-revenue, CSAT, milestone completion — and use those signals to improve your process. Prior experience in legal services or private markets is a significant adva
Skills for this role
Required skills
Also mentioned in the listing
| Role | Onboarding Lead |
|---|---|
| Company | Carta |
| Location | New York / New Jersey |
| Compensation | Not disclosed |
| Posted | 2026-09-23 |
| Deadline | Rolling |
Typical process for this type of role
A general guide — the exact steps for this specific listing may vary; check the original posting for details.
- 1ApplicationSubmit your resume through the apply link.
- 2ScreeningRecruiter reviews your background against the role.
- 3AssessmentA technical test, assignment, or coding round, depending on the role.
- 4Interview(s)One or more rounds with the hiring team.
- 5OfferOffer letter with compensation and start date.
Before you apply
0/4Onboarding Lead at Carta: frequently asked questions
- Who can apply for the Onboarding Lead role at Carta?
- The listing asks for Bachelor's degree (B.E); graduating batches 2022; 3-3 years of experience.
- What skills does the Onboarding Lead role require?
- The listing highlights AI. Show each of these in a project or past role on your resume.
- What is the salary for this role?
- Carta has not stated compensation in the listing. Check the original posting or ask during the application process.
- Is the Onboarding Lead position remote, hybrid or onsite?
- The listing gives New York / New Jersey as the location and does not state a work mode.
- What is the application deadline?
- Carta has not listed a fixed deadline, so apply early in case the opening is filled.
- How do I apply for the Onboarding Lead role?
- Use the Apply button on this page. It opens the original listing on job-boards.greenhouse.io, where you submit your application with the company.
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