8 дней назад
Onboarding Lead (SaaS)
109 820 - 122 740$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Onboarding Lead (SaaS): Owning client implementations from signed contract through Customer Success 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 implementation playbooks for private-market clients.
Location: New York or New Jersey, United States
Salary: $109,820–$122,740 in New Jersey or $129,200–$144,400 in New York per year, plus equity and benefits.
Company
provides a connected software, services, and legal infrastructure platform for private capital, supporting founders, fund managers, legal teams, companies, and equity holders worldwide.
What you will do
- Own the client onboarding journey from signed contract through Customer Success Manager handoff.
- Project-manage implementations by defining timelines, milestones, dependencies, and internal responsibilities.
- Serve as the primary client contact, resolve questions, set expectations, and maintain implementation momentum.
- Coordinate with Account Executives, legal delivery, and Customer Success teams to manage commitments and remove blockers.
- Prepare structured handoffs covering client goals, relationship context, risks, and commercial details.
- Track time-to-revenue, milestone completion, and CSAT, using insights to improve onboarding playbooks.
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 outcomes.
- Strong client communication, project management, collaboration, adaptability, and commercial awareness.
- Ability to manage multiple onboardings while maintaining detail, structure, and proactive risk management.
- Data-driven approach to tracking time-to-revenue, CSAT, and milestone completion.
- Employment authorization in the United States is required; uses E-Verify.
Nice to have
- Experience in legal services or private markets.
- Familiarity with venture capital, private equity, or fund operations.
Culture & Benefits
- Work with a global Customer Success team across London and New York.
- Collaborate across commercial, legal delivery, operations, and Customer Success functions.
- Equity is offered for all full-time roles.
- Market-competitive compensation and exceptional benefits are provided.
- Work in a collaborative environment focused on expanding ownership in private markets.
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