Remote - Project Portfolio Manager Salesforce
3 weeks ago
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.
To join our remote-first, engage from anywhere team, visit Overview
Oversees the Onboarding Team responsible for implementation, data migration and onboarding for our CARET Legal clients. CARET Legal is our cloud-based legal practice management, billing, and accounting software. A successful Onboarding Program Director is a high-performance, innovative, proactive, customer-centric, and experienced leader. You will work collaboratively and cohesively with our Sales, Engineering, Support, Training, and Customer Success teams. You will build strong relationships with clients, facilitate creative solutions, manage resources, and focus on delivering exceptional service.
As the Onboarding Program Director, you will lead CARET Legal’s Onboarding Program and Team of project managers and product experts. This team facilitates the client onboarding experience from initial enrollment through the first billing cycle (about 75 days).
Lead, mentor, and strategically guide the Onboarding Project Managers to achieve company and career goals
Develop an in-depth understanding and continuously improve the client implementation, data migration and onboarding project management process
Bachelor's degree or 5+ years of relevant experience
3-5 years client-facing experience in the legal, legal technology, or SaaS field
Experience with net new and legacy customer Onboarding
Management of a portfolio of clients/projects; experience with program management and designing effective processes
Experience managing a remote, high performing, client-facing team
Capable of managing client escalations and having tough conversations with clients
Experience with Microsoft Office products and project management tools (Jira, SalesForce, Confluence)
Creative problem solver; communicates with cross-disciplinary project teams and leverages prior experience to develop appropriate solutions
Project Management certification a plus
Flexible PTO
Summer Fridays
Extended Medical, Dental and Vision Coverage
Life Insurance, Long-term and Short-term Disability leave Coverage
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Toronto, ON, Canada Caret Full timeCARET 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. To join our...
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