Onboarding Project Manager

Summary

Join CARET's remote-first team as an Onboarding Project Manager, overseeing the implementation and data migration for our CARET Legal clients. You will manage client onboarding from enrollment to product adoption, working closely with clients to define project specifications and ensure a smooth transition. This role requires excellent communication and client management skills, experience with CRM and project management tools, and a strong aptitude for problem-solving. You will be responsible for maintaining client rapport, serving as a liaison between the company and clients, and ensuring the successful completion of client projects. CARET offers a competitive salary, flexible PTO, certification reimbursement, and a comprehensive benefits package.

Requirements

• Bachelor's degree or relevant experience
• Onboarding, Implementation, project management, or client facing experience troubleshooting product issues and business requirements
• Experience in managing a portfolio of clients/projects
• Experience with CRM systems such as SalesForce
• Experience with Microsoft Office products and project management tools, with a focus on Excel, ShareFile, Confluence, GuideCX
• Client-facing experience in an enterprise software or cloud business
• Excellent written, verbal, and presentation skills, with the ability to simplify technical information
• Tech-savvy with a strong aptitude for continuous learning
• Team-oriented with a customer first focus
• Past remote work experience

Responsibilities

• Manages client Onboarding experience from enrollment through product adoption (handoff to CSM/Support)
• Work with clients to confirm data migration requirements, define gaps, determine project specifications for engineering, identify solutions, and implement recommendations
• Measure project performance and maintain clear and concise notes using appropriate tools and techniques
• Establish and maintain excellent client rapport via phone, online screen shares, and email
• Maintains ongoing communication with customers weekly at a minimum and is responsive throughout the customer journey
• Serves as liaison and escalation point on data migration, training, and product between company and client; engage the appropriate internal skills/resources to remove blockers and complete client projects
• Creative problem solver; communicates with cross-disciplinary project teams and leverages prior experience to develop appropriate solutions
• Demonstrates thorough knowledge of the company's products including new features
• Setting expectations and mitigating risk for timelines, data, and product features
• Self-starter, results-oriented and conscientious about meeting deadlines and follow through
• Ensures lessons learned applied to future efforts

Preferred Qualifications

Legal or Accounting experience and PMP Certification

Benefits

• Flexible PTO
• Certification(s) reimbursement
• Summer Fridays
• No meeting Fridays
• Extended Medical, Dental, Paid Sick Days, Vision, Life Insurance, and Disability Leave Coverage
• Potential for bonuses is based on company performance and potential for merit increases is based on performance