EvenUp

Customer Onboarding Specialist, Midmarket

EvenUp

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $95,000 - $105,000 per year

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
SaaScustomer onboardingimplementationcustomer successproject managementproblem-solvingtechnical aptitudelegaltech applicationstrial-to-subscription conversiononboarding strategies
Soft Skills
communicationcollaborationorganizationalmentoringcustomer-first mindset