Onboarding Project Manager

at  Caret

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.

Our team-defined values guide how we show up for each other, for our partners, and for our customers:

• We succeed together
• We embrace progress
• We care big
• We create space

To join our remote-first, engage from anywhere team, visit getcaret.com/careers.

POSITION OVERVIEW:

This person will oversee the implementation, data migration and onboarding of our CARET Legal clients. CARET Legal is our cloud-based practice management, billing and accounting software. A successful Onboarding Project Manager has excellent communication skills, builds a strong rapport with clients, and will be instrumental in balancing the needs of our clients with the availability of internal resources.

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.
• Legal or Accounting experience and PMP Certification is a plus

• 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