Onboarding Lead

📋 Description

• Own the onboarding journey from signed contract through to Customer Success Manager (CSM) handoff —
• Project-manage each implementation: define timelines, set milestones, coordinate internal teams
• Act as the primary client contact throughout onboarding — resolving questions quickly, maintaining
• Collaborate with Account Executives at handoff to fully understand client expectations, commitments
• Identify and escalate blockers early, before they affect client sentiment or timelines —
• Conduct formal, structured handoffs to the CSM team — delivering a complete account brief covering

🎯 Requirements

• 3+ years of experience in client onboarding, implementation, or project management within SaaS
• Ability to manage complex, multi-stakeholder projects to a deadline.
• Full ownership mindset: comfortable being the single point of accountability during onboarding.
• Strong client communication skills: communicate proactively, set clear expectations, and handle
• Exceptional project management skills: track multiple onboardings simultaneously without losing
• Collaborative approach: work naturally across AE, legal delivery, and CSM teams.

🎁 Benefits

• Market competitive salary
• Equity for all full time roles
• Exceptional benefits
• For applicable roles, commissions plans