Client Onboarding Lead / Migration Manager

ListAlpha is a next-generation CRM platform purpose-built for private equity investors. We help investment teams streamline deal flow, relationship management with M&A advisers.

We’re looking for a Client Onboarding Lead to manage the full onboarding lifecycle for new clients—acting as a trusted consultant, project manager, and CRM expert. This role is ideal for someone from PE, finance, M&A, accounting or consulting background who wants to transition into a fast-paced tech company while staying close to the investment industry.

Key Responsibilities

• Own the onboarding process for private equity and M&A clients from kickoff to go-live

• Lead project planning and execution—set timelines, track milestones, and provide regular progress updates to clients and internal teams

• Run discovery sessions to understand client workflows and translate them into CRM configurations

• Manage client meetings and working sessions, becoming a trusted adviser on CRM best practices

• Execute data migration projects: extract, clean, transform, and load client data using Excel, PowerQuery, and internal tools

• Build custom dashboards and reports (Metabase) aligned to investor reporting needs

• Ensure data integrity and troubleshoot issues across migration, integrations, and reporting

• Collaborate with engineering and customer support teams to improve onboarding tools and processes

Requirements

• 4+ years in private equity, M&A, strategy consulting, or a CRM/implementation role within financial or professional services

• Strong project management skills—experience managing timelines, deliverables, and stakeholder communication

• Exceptional client-facing presence—able to run meetings, gather requirements, and guide clients through onboarding

• Advanced Excel skills (pivot tables, formulas, large dataset handling)

• Experience with CRM platforms (e.g. Salesforce, DealCloud, Attio) preferred

• Familiarity with Metabase, MongoDB, or similar analytics/reporting tools a plus

• Highly structured, detail-oriented, and results-driven

Why Join ListAlpha?

• Work directly with leading private equity funds globally

• Shape how investors manage deals and relationships using cutting-edge technology

• Competitive salary and equity upside in a high-growth startup

• Join a team of ex-investors and technologists building something industry-defining