Onboarding Project Manager at CARET

Feedinkoo; United States; On-site; USD 70,000 - 79,000; Full time

Benefits offered by this job

Flexible PTO

Summer Fridays

Paid Parental Leave

Medical, Dental, Vision, Paid Sick

Flexible Spending Account

Health Savings Account

401(k) match

Job summary

CARET leads the onboarding journey for new CARET Legal clients, guiding law firms through configuration, data/document migration, training, and go-live. As the primary client contact, the OPM ensures a timely, successful onboarding experience aligned with CARET’s time-to-value (TTV) goals.

This client-facing role requires strong project management, communication, and cross-functional coordination, plus hands-on oversight of migrations and third-party tool integrations.

Qualifications

• 3+ years in SaaS onboarding or legal tech implementation.
• Experience with GUIDEcx or similar project platforms.
• Familiarity with legal billing, trust accounting, and AR/AP workflows.
• Strong proficiency in Excel, Confluence, Teams, and Sharefile.
• Knowledge of LEDES/UTBMS billing formats.

Responsibilities

• Own end-to-end onboarding from kickoff to support transition.
• Build and manage timelines, tasks, and milestones in GUIDEcx.
• Lead client meetings, maintain engagement, and drive accountability.
• Collaborate with Data Engineering to complete assessments and migrations.
• Validate configuration accuracy and resolve data issues.
• Coordinate third-party tools and integrations (e.g., Office365, Mailgun, LawToolBox).
• Conduct discovery to gather billing, trust, contact, and matter setup requirements.
• Deliver tailored training plans and provide branded resources and documentation.
• Serve as main point of contact for onboarding calls, emails, and questions.
• Track blockers, risks, and escalations with clear documentation.
• Contribute feedback to improve templates, tools, and SOPs.
• Ensure clean handoff to Support with internal transition briefings.

Skills

3+ years SaaS onboarding

Client-facing roles

Cross-functional coordination

Tools

GUIDEcx

Office365

Mailgun

LawToolBox

Excel

Confluence

Teams

Sharefile

Job description

The Onboarding Project Manager (OPM) leads the implementation journey for new CARET Legal clients, guiding law firms through configuration, data/document migration, training, and go-live. As the primary client contact, the OPM ensures a timely, successful onboarding experience aligned with internal standards and CARET’s time-to-value (TTV) goals. This client-facing role requires strong project management, communication, and cross-functional coordination.

Key Responsibilities

Client Project Management

• Own end-to-end onboarding from kickoff to support transition
• Build and manage timelines, tasks, and milestones in GUIDEcx
• Lead client meetings, maintain engagement, and drive accountability

Technical Oversight & Coordination

• Collaborate with Data Engineering to complete assessments and migrations
• Validate configuration accuracy and resolve data issues
• Coordinate third-party tools and integrations (e.g., Office365, Mailgun, LawToolBox)

Client Communication & Enablement

• Conduct discovery to gather billing, trust, contact, and matter setup requirements
• Deliver tailored training plans and provide branded resources and documentation
• Serve as main point of contact for onboarding calls, emails, and questions

Reporting & Continuous Improvement

• Track blockers, risks, and escalations with clear documentation
• Contribute feedback to improve templates, tools, and SOPs
• Ensure clean handoff to Support with internal transition briefings

Preferred Qualifications

• 3+ years in SaaS onboarding or legal tech implementation
• Experience with GUIDEcx or similar project platforms
• Familiarity with legal billing, trust accounting, and AR/AP workflows
• Strong proficiency in Excel, Confluence, Teams, and Sharefile
• Knowledge of LEDES/UTBMS billing formats
• Background in data migration, file structure consolidation, or cloud transitions
• Prior experience in legal operations, billing departments, or paralegal support

Benefits

• Flexible PTO
• Summer Fridays
• Paid Parental Leave
• Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
• Flexible Spending AccountHealth Savings Account
• 401(k) match

Equal Employment Opportunity: CARET is an Equal Opportunity,Affirmative Action Employer.

The compensation information below is provided in compliance with job posting disclosure requirements. Pay range: $70,000–$79,000. Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs. Depending on the position, compensation may also include commission, bonuses, etc. Potential for bonuses is based on company performance and potential for merit increases is based on performance.