Onboarding Program Director
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.
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 Overview
The Onboarding Program DirectorOversees 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. Reporting to the SVP of Client Services, you will support CARET’s mission, vision & values as you lead, coach, and guide our client facing Onboarding Team. 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.
ResponsibilitiesAs 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
Liaise and collaborate with the ETL engineering team to deliver a positive and seamless onboarding experience for our clients
Build a strong rapport with our clients and partners to mitigate onboarding escalations
Facilitate a culture of continuous learning, improvement, and accountability to scale the onboarding process
Demonstrate a thorough knowledge of the company's products including new features
Develop an in-depth understanding and continuously improve the client implementation, data migration and onboarding project management process
Strong interpersonal and team player skills with an ability to communicate at all levels, both to internal and external stakeholders.
RequirementsBachelor'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)
Passion for mentoring and developing people
Creative problem solver; communicates with cross-disciplinary project teams and leverages prior experience to develop appropriate solutions
Self-starter, goal-oriented and conscientious about meeting deadlines and follow through
Ensures lessons learned applied to future efforts
Project Management certification a plus
Accounting experience is a plus
BenefitsFlexible PTO
Paid Sick Days
Summer Fridays
No meeting Fridays
Extended Medical, Dental and Vision Coverage
Life Insurance, Long-term and Short-term Disability leave Coverage
RRSP plan with company match
Education Reimbursement Plan
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