Customer Onboarding Specialist, Midmarket

Worldwide Salaried Open

Job Description:

Own and drive the post-sale onboarding process for new EvenUp customers, ensuring they achieve rapid adoption and sustained value from our platform
Lead strategic onboarding sessions, coordinate with cross-functional teams, and work directly with key decision-makers and end-users
Maximize trial utilization and ultimately enhance customer retention and satisfaction
Develop and deliver high-impact onboarding and training sessions to equip customers with the skills necessary to use EvenUp’s platform effectively
Collaborate closely with Account Executives (AEs), Customer Success Managers (CSM), Product, Legal/Medical Operations, and Engineering teams to ensure customer requirements and feedback are promptly addressed
Engage with key decision-makers and firm champions to establish strategic success metrics and ensure alignment on implementation milestones
Mentor and support junior onboarding team members while refining onboarding strategies to achieve higher trial conversion rates.

Requirements:

2+ years of experience in the SaaS or legaltech industries, preferably within customer onboarding, implementation, or success roles
Demonstrated ability to manage end-to-end onboarding processes for enterprise clients and high-value accounts
Excellent verbal and written communication skills with the ability to present complex technical solutions to non-technical stakeholders
Proven track record of driving customer adoption and achieving high trial-to-subscription conversion
Strong project management, organizational, and problem-solving abilities
High technical aptitude with a strong understanding of SaaS platforms and relevant legaltech applications
Ability to work collaboratively in a fast-paced, cross-functional environment with a customer-first mindset
Willingness to travel up to 25% as required for onsite customer engagements and training sessions.

Benefits:

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