Customer Onboarding Specialist

March 29

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EvenUp

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EvenUp uses data and technology to help plaintiffs and attorneys achieve better legal outcomes.

51 - 200

Description

• Lead clients through a tailored onboarding journey during their initial months with EvenUp, ensuring a seamless and successful trial experience. • Collaborate closely with Customer Success Managers and our Legal Operations teams to ensure a cohesive and comprehensive client experience, while also gathering, documenting, and implementing clients' firm preferences to enhance their journey. • Proactively engage with clients to understand their unique needs, challenges, and expectations during the trial period. • Provide prescriptive guidance and ensure clients are well-informed about EvenUp's features, functionality, and best practices to empower them for success. • Facilitate the successful transition from trial to subscription by ensuring clients fully leverage EvenUp's capabilities and find quick time to value. • Collect client feedback and insights during onboarding to drive continuous improvements in our services and processes. • Maintain clear and comprehensive records of client preferences and requirements to ensure smooth handoffs. • Create and curate onboarding resources, documentation, and training materials to support clients. • Collaborate with Customer Success Managers to track and report on client onboarding efforts and trial conversion rates.

Requirements

• Bachelor's degree (or equivalent) in a related field; MBA or JD is a plus • Proven experience in customer onboarding, client services, or a related role • Excellent communication and interpersonal skills • Strong organizational and project management abilities • Proactive problem-solving and creative thinking • Ability to work collaboratively within cross-functional teams • Familiarity with SaaS or service-oriented business models • Experience in Legal Tech or working with Legal Professionals is a plus • Ability to travel within the United States up to 25% is required

Benefits

• Choice of medical, dental, and vision insurance plans for you and your family • Flexible paid time off and 10+ holidays per year • A stipend to upgrade your home office for fully-remote roles • 401k for US-based employees