1 день назад
Onboarding Lead
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Onboarding Lead (SaaS/private capital): Own client implementations from signed contract through Customer Success Manager handoff with an accent on project management, stakeholder coordination, and client relationship building. Focus on managing onboarding risks, tracking time-to-revenue and CSAT, and improving structured processes for private-market clients.
Location: London, United Kingdom
Company
provides a software, services, and legal infrastructure platform for private capital, supporting founders, fund managers, legal teams, companies, and equity holders.
What you will do
- Own the client onboarding journey from signed contract through handoff to the Customer Success Manager.
- Project-manage implementations by defining timelines, setting milestones, coordinating internal teams, and maintaining delivery momentum.
- Act as the primary client contact, resolve questions, set expectations, and build trust throughout onboarding.
- Coordinate with Account Executives, legal delivery, and Customer Success teams to align expectations and remove blockers.
- Prepare structured handoffs covering client goals, relationship context, risks, and commercial details.
- Track time-to-revenue, milestone completion, and CSAT while contributing to onboarding playbooks and process improvements.
Requirements
- 3+ years of experience in client onboarding, implementation, or project management within SaaS, professional services, or a related field.
- Experience managing complex, multi-stakeholder projects to deadlines and owning client delivery end to end.
- Strong client communication, project management, collaboration, adaptability, and commercial awareness.
- Ability to manage multiple onboardings, identify risks, resolve blockers, and use data to improve processes.
- Prior experience in legal services or private markets is a significant advantage; familiarity with venture capital, private equity, or fund operations is beneficial.
Culture & Benefits
- Work with a global Law Customer Success team across London and New York.
- Collaborate across commercial, legal delivery, operations, and Customer Success functions.
- Market-competitive salary, equity for full-time roles, and exceptional benefits.
- Additional commission plans may apply to eligible roles.
- Culture emphasizes helpfulness, persistence, unconventional thinking, kindness, and cross-functional collaboration.
Hiring process
- is committed to providing a positive interview experience and can provide accommodations for disability or medical conditions.
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