EvenUp

Revenue Operations

• Partner closely with Customer Success leadership to build and scale operational processes that support onboarding, retention, renewals, and customer growth.
• Develop and maintain reporting, dashboards, and performance metrics that provide visibility into key customer success KPIs such as retention, expansion, customer health, and adoption.
• Lead cross-functional initiatives that improve the post-sales customer journey, collaborating with teams across Revenue Operations, Sales, Product, Finance, and Data.
• Own and optimize the Customer Success technology stack, ensuring strong data integrity and effective workflows across systems such as Salesforce, customer success platforms, and BI tools.
• Write and analyze SQL queries to extract, validate, and model data that drives business decisions and operational improvements.
• Drive initiatives forward with a founder mentality: take ownership, push projects to completion, proactively solve problems, and make decisions with minimal instruction.
• Identify opportunities to improve operational efficiency through automation, process improvements, and new tooling that enables the Customer Success organization to scale.

Strategy & Operations Manager, Revenue Operations

User Researcher

• Build and scale the foundational infrastructure for our research practice. This includes managing participant sourcing, as well as evaluating and implementing modern research tools (including AI solutions and testing platforms).
• Design and conduct rigorous qualitative and quantitative research. Analyze user engagement by product area, run complex sentiment analyses, and execute surveys, focus groups, and targeted 1:1 user interviews.
• Lead early-stage exploratory research to evaluate product concepts. Partner with leadership across Design, Product, and Eng to influence direction from the very beginning, ensuring research drives decisions rather than trying to wrangle alignment after the fact.
• Synthesize complex data into memorable, creative artifacts that extend beyond traditional written reports, such as infographics, highlight videos, and dynamic presentations. Connect user pain points and feature requests directly to ARR opportunities, ensuring research always drives business value.
• Proactively identify research needs based on quantitative engagement data. Draft proposals, conduct targeted outreach (e.g., Slack pings to heavy/non-users), and develop actionable recommendations and training strategies to drive product adoption.

Senior/Staff User Experience Researcher

Full-stack Engineer

• Lead technical resolution of the most complex, multi-system escalations — the ones that require deep cross-functional understanding and careful architectural thinking.
• Identify systemic weaknesses across the product that generate escalations and partner with other engineering teams to address them at the root.
• Define and drive the technical strategy for the squad: observability, tooling, runbooks, incident response patterns, and reliability standards.
• Partner closely with the CPO and EM to shape the squad's roadmap, balancing urgent reactive work with high-leverage proactive investments.
• Serve as a technical advisor and force multiplier for other engineers on the squad — reviewing approaches, accelerating investigations, and raising the ceiling on what the team can handle.
• Influence engineering culture and practices across EvenUp: blameless post-mortems, on-call hygiene, failure mode documentation.
• Act as a product thinker for the squad — synthesizing patterns from escalations into product insights, shaping what the team builds proactively, and making sound scope decisions without PM support.
• Engage directly with key customers or CS leadership when escalations require deep technical credibility at the table.

Staff Software Engineer, Builders

• Triage and resolve high-priority customer escalations across our product — diagnosing issues quickly, communicating clearly, and shipping reliable fixes
• Own the full lifecycle of an escalation: from initial investigation and customer-facing updates to root cause analysis and long-term remediation
• Work cross-functionally with CS, product, and other engineering teams to gather context and coordinate fixes
• Identify recurring patterns in escalations and drive systemic improvements — better monitoring, cleaner failure modes, improved error handling
• Own the product scope of your fixes: define what a complete resolution looks like, consider the customer experience holistically, and flag when an issue reveals a deeper product gap
• Contribute to the team's tooling and processes: runbooks, observability, escalation workflows
• Participate in rotating on-call coverage for critical customer issues
• Raise the quality bar across the codebase through code review, post-mortems, and direct collaboration with other squads

Senior Software Engineer, Builders

Solutions Engineer

• Own the technical and operational setup for our customers.
• Translate firm Standard Operating Procedures into EvenUp by setting up Smart Workflows, task plans, and document templates.
• Draft, test, and refine prompts, exercising strong judgment on quality thresholds for v1 launches.
• Write and execute SQL queries to configure custom firm reports, ensuring data accurately reflects the firm's needs. Manage complex data mapping, including provider contact entity linking.
• Design User Acceptance Testing (UAT) end-to-end scenarios, conduct UAT alongside extended teams, provide mock plugs for integrations, and meticulously validate all use cases in staging environments to ensure production readiness.
• Draft training schedules, coordinate with external stakeholders, and partner with internal ops teams to update internal processes (e.g., mailroom/fax attribution).
• Triage critical failures during rollout, identify missed use cases, and prioritize them in the product backlog to continuously improve the platform.

Senior Product Solutions Manager

Content Marketing Manager

• Own the editorial calendar: Build, maintain, and execute a weekly and quarterly content calendar aligned to company priorities
• Write and edit content: Produce and edit content across multiple formats and channels, including blogs, executive thought leadership, customer stories, product narratives, and company announcements
• Translate complexity into compelling narratives: Turn complex AI, legal, and business topics into clear, engaging, and customer-focused content
• Set and maintain editorial standards: Ensure all content meets high standards for accuracy, clarity, tone, structure, and consistency across channels
• Conduct research: Independently research topics, validate claims, and synthesize information into clear narratives
• Apply a customer-first lens: Ensure content addresses real customer questions, pain points, and industry trends
• Partner cross-functionally: Work directly with Product, Marketing, Sales, Customer Success, and executives to source stories and align messaging
• Drive thought leadership: Help shape executive and company narratives that position EvenUp as a leader in AI and legal technology
• Own narrative intelligence: Track industry trends, media coverage, customer conversations, and competitive positioning to identify where EvenUp should lead or proactively enter the conversation
• Track performance: Monitor content performance and refine editorial strategy based on results and audience engagement

Content & Communications Lead

Product Manager

• Own the full product lifecycle for document generation, from discovery and definition through launch and iteration.
• Deeply understand how legal teams work, identifying friction points and translating them into product decisions that drive meaningful workflow improvements.
• Partner with engineering and ML teams to build LLM-powered features that are reliable, accurate, and genuinely useful to practitioners.
• Define and track success metrics, using both qualitative research and quantitative analysis to continuously improve the product.
• Collaborate with design, customer success, and go-to-market teams to ensure smooth launches and tight feedback loops post-release.

Senior Product Manager, Document Generation

Product Adoption Specialist

• 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 enhance customer retention and satisfaction through proactive onboarding management.
• 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.

AI Adoption Manager, SMB

Engineering Manager

• Lead and mentor a team of software engineers through architectural decisions, career growth, and best practices
• Own the technical direction for the Client Portal — designing extensible architecture and driving execution across the full SDLC
• Partner with product and design to deliver performant, intuitive user experiences
• Work closely with product, legal, and operations to prioritize user needs and deliver high-impact solutions
• Set and uphold standards around quality, security, documentation, performance, testing, and observability
• Up-level the team through hands-on support in architecture and complex problem-solving

Engineering Manager, Client Portal

• Lead and scale a team building AI-native document generation workflows
• Drive execution across complex, mission-critical initiatives tied to EvenUp’s core products
• Partner with Product, Design, Legal, and Operations to deliver high-quality, customer-centric solutions
• Establish and uphold a high bar for engineering quality, reliability, and operational excellence
• Guide technical decision-making across architecture, system design, and AI integration
• Use data-driven insights to continuously improve delivery velocity, quality

Engineering Manager, AI DocGen

Accounting Manager

• Own end-to-end accounting operations including general ledger, accounts payable, payroll, and month-end close. Ensure timely and accurate financial reporting.
• Oversee payroll processing, tax compliance, and regulatory filings. Manage the annual audit process and ensure audit readiness.
• Oversee accurate data entry, coding, and timely processing of invoices, maintaining strong controls over disbursements.
• Manage and develop a team of 1 payroll accountant, 1 senior accountant, and 1 staff accountant. Set priorities, review work, and drive team performance.
• Identify and implement opportunities to automate manual processes and improve efficiency across the accounting function using existing software tools.
• Partner with teams across the company to ensure expenses are tracked accurately, processes are followed, and deadlines are met.
• Support foreign subsidiaries, intercompany activity, and consolidations, ensuring accuracy and compliance.
• Maintain a high bar for accuracy and completeness, ensuring all financial records are audit-ready and well-documented.

Senior Accounting Manager

Product Marketing

• Craft Strategic Narrative & GTM: Define the value proposition and messaging for EvenUp’s platform—spanning core capabilities, integrations, and cross-product features. Drive go-to-market strategies that shape positioning, launches, campaigns, and ecosystem engagement.
• Partner with Product, Sales & Engineering: Collaborate closely with product management, sales, customer success, and enablement to align roadmap priorities, messaging, and launch strategy.
• Think Creatively About Content & Campaigns: Bring fresh, out-of-the-box ideas to how we tell our story in the market. Develop compelling collateral, campaigns, and creative assets—ranging from solution briefs to demos to thought-leadership content—that capture attention and resonate with diverse audiences.
• Build Strong Customer Relationships: Engage directly with customers to deeply understand their needs, workflows, and aspirations. Use these insights to refine messaging, shape campaigns, and create customer-centric content. Develop advocates who can amplify our story through case studies, testimonials, and co-marketing opportunities.
• Enable Sales & Internal Teams: Create imaginative enablement materials—such as sales playbooks, competitive insights, one-pagers, solution briefs, presentations, and demos—to empower teams to articulate platform value with confidence and creativity.
• Launch & Market Expansion: Lead platform-level launches and promotional initiatives. Experiment with new ways to engage customers and prospects across digital, social, analyst relations, events, and demand generation.
• Research & Competitive Analysis: Conduct market research, competitive intel, and customer insights to refine messaging, uncover new opportunities, and support strategic planning.

Senior Product Marketing Manager

Technical Program Manager

• Serve as the primary owner of client outcomes, maintaining end-to-end accountability for the project lifecycle and proactively navigating obstacles to drive implementations to a successful, high-impact completion.
• Develop and manage a comprehensive project plan for each customer enterprise platform delivery, ensuring alignment with customer needs and company goals.
• Oversee workstreams including data migration, system configuration, user onboarding, change management, and go-live support.
• Coordinate with Product, Engineering, and customer project teams to deliver on time and within scope.
• Provide project health, status and risk management oversight, keeping various internal and external customer sponsors engaged.
• Configure platform settings, including user permissions, workflow rules, and reporting tools, to meet customer requirements.
• Ensure secure and scalable access controls, including API integrations, in collaboration with Engineering teams.
• Lead User Acceptance Testing (UAT) to validate platform functionality and usability.
• Deliver onboarding programs, including end-user training for operational staff and executive training for leadership teams.
• Leverage change management principles to ensure training programs drive adoption and minimize disruption.
• Design and implement customer adoption strategies using change management fundamentals to ensure high user engagement and platform success.
• Develop and execute tailored adoption and programs, including stakeholder communication plans, training initiatives, and feedback loops to address resistance and build buy-in.
• Drive user adoption through proactive change management, hands-on support.
• Provide break-fix triage during platform deployment to address critical issues.
• Monitor system performance and uptime to ensure reliability for customers.
• Conduct regular status meetings with customers to gather feedback and ensure satisfaction.
• Act as the primary point of contact for customer project teams, facilitating requirements gathering and adoption feedback.
• Travel to customer sites (up to 30% travel) to support onboarding, training, and go-live activities.
• Build strong relationships with enterprise stakeholders to ensure alignment and success.

Technical Program Manager, Enterprise

• Lead comprehensive onboarding sessions for new customers, including trial kickoff calls, live demos, and tailored training sessions covering EvenUp’s suite of products.
• 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 (e.g., trial kickoff call, product feedback meetings, account reviews, and transition calls).
• Develop and deliver high-impact onboarding and training sessions to equip customers with the skills necessary to use EvenUp’s platform effectively.
• Lead product demonstrations covering key features of EvenUp’s Claims Intelligence Platform.
• Ensure all potential users are active in the EvenUp portal and support continuous learning through follow-up sessions and best-practice sharing.
• 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.
• Act as the primary point of contact during the onboarding trial period, tracking key metrics (e.g., user engagement, demand submissions, software utilization) via platforms like Vitally and escalating issues when necessary.
• Mentor and support junior onboarding team members while refining onboarding strategies to achieve higher trial conversion rates.
• Engage with key decision-makers and firm champions to establish strategic success metrics and ensure alignment on implementation milestones.
• Lead high-level review sessions (e.g., account strategy sessions and transition meetings) to discuss trial performance, identify upsell or cross-sell opportunities, and gather actionable feedback.
• Advocate for continuous customer improvement by initiating meetings with customers to troubleshoot problems, optimize workflows, and set clear next steps toward long-term success.

AI Adoption Manager, Midmarket

• Define and drive product strategy across multiple products and platforms, with a focus on launching AI products that deliver broad and deep value to law firms.
• Lead and grow a team of product managers, fostering a culture of extreme ownership, rapid velocity, and technical excellence.
• Collaborate cross-functionally with design, engineering, GTM, and leadership to prioritize, build, and ship impactful solutions at scale.
• Balance vision and execution, moving fluidly between long-term strategy and hands-on involvement in AI product design, experimentation, and iteration.