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.
• Facilitate the smooth handoff from Sales to Customer Success by ensuring all critical customer information is accurately collected and documented.
• Implement a structured onboarding process for your clients, ensuring that key milestones are met.
• 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, Customer Success Managers, Product, Legal/Medical Operations, and Engineering teams to ensure customer requirements and feedback are promptly addressed.
• Act as the primary point of contact during the onboarding trial period, tracking key metrics and escalating issues when necessary.
• Lead high-level review sessions to discuss trial performance, identify upsell or cross-sell opportunities, and gather actionable feedback.
Requirements:
• 5+ years of experience in customer onboarding, implementation, or success roles, preferably within the SaaS or legaltech industries.
• 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.
• Strong project management, organizational, and problem-solving abilities.
• Proven track record of driving customer adoption and achieving high trial-to-subscription conversion.
• 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 50% as required for onsite customer engagements and training sessions.
Benefits:
• Choice of medical, dental, and vision insurance plans for you and your family
• Additional insurance coverage options for life, accident, or critical illness
• Flexible paid time off, sick leave, short-term and long-term disability
• 10 US observed holidays, and Canadian statutory holidays by province
• A home office stipend
• 401(k) for US-based employees and RRSP for Canada-based employees
• Paid parental leave
• A local in-person meet-up program
• Hubs in San Francisco and Toronto