Onboarding Project Manager

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
  
  

Additional Relevant Experience

• 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 Account
• Health Savings Account
• 401(k) match
  
  

business needs.

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.