Customer Onboarding Specialist, Midmarket

🕒 February 12

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EvenUp

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤖 Artificial Intelligence

☁️ SaaS

Legal • Artificial Intelligence • SaaS

EvenUp is a company that specializes in providing AI-driven solutions for personal injury law firms to enhance the efficiency and effectiveness of case handling and settlements. The company's Claims Intelligence Platform™ supports law firms by generating AI demand letters designed to capture every detail and maximize case value. Their suite of products, including MedChrons, Executive Analytics, Case Preparation, Negotiation Preparation, and Settlement Repository, leverages AI and data analytics to streamline legal processes, improve negotiation outcomes, and increase the likelihood of hitting policy limits. EvenUp is SOC2 and HIPAA certified, ensuring high standards of security and privacy for sensitive legal and medical data. The company aims to level the legal playing field by providing personal injury firms with tools that utilize proprietary data and expert insights to navigate complex cases with precision and speed.

📋 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

• 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