Onboarding Specialist

• Guide customers from sales handoff through “Value One” — their first meaningful win with Casebook
• Lead discovery, kickoff, and implementation sessions to set a strong foundation
• Build trust by tailoring onboarding to each customer’s goals and challenges
• Define measurable success criteria and track progress throughout onboarding and initial adoption
• Ensure customers are trained, adopting key workflows, and achieving desired outcomes
• Collaborate closely with Sales, RevOps, Marketing, Product, and Support to continually improve the onboarding journey
• Equip customers with the tools and support they need to get their entire team up and running successfully
• Document progress and ensure a seamless handoff to the CSM
• Manage 15–20 active onboarding projects concurrently
• Support customer setup, configuration, and integrations
• Run adoption workshops that drive measurable results
• Track milestones and report progress
• Identify and pursue advocacy opportunities early in the relationship

Customer Onboarding Manager II

Onboarding Coordinator

Onboarding Specialist II

HR Onboarding Specialist

AVP, Securities Client Onboarding and KYC

Onboarding Coordinator