Director of Business Development
Wunderkind
Customer Onboarding Specialist, Enterprise
EvenUp
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $115,000 - $130,000 per year
Job Level
Mid-LevelSenior
About the role
- Lead comprehensive onboarding sessions for new customers, including trial kickoff calls, live demos, and tailored training covering EvenUp’s products
- Facilitate handoff from Sales to Customer Success by ensuring all critical customer information is accurately collected and documented
- Implement structured onboarding processes and ensure key milestones are met (trial kickoff, product feedback meetings, account reviews, transition calls)
- Develop and deliver high-impact onboarding and training sessions to equip customers to use EvenUp’s platform effectively
- Lead product demonstrations covering key features of EvenUp’s Claims Intelligence Platform
- Ensure potential users are active in the EvenUp portal and support continuous learning through follow-up sessions and best-practice sharing
- Collaborate with Account Executives, Customer Success Managers, Product, Legal/Medical Operations, and Engineering to address customer requirements and feedback
- Act as primary point of contact during onboarding trial period, track metrics (user engagement, demand submissions, software utilization) via platforms like Vitally, and escalate issues
- Mentor and support junior onboarding team members and refine onboarding strategies to improve trial conversion rates
- Engage with key decision-makers and firm champions to establish success metrics and align on implementation milestones
- Lead account strategy and transition review sessions to discuss trial performance, identify upsell/cross-sell opportunities, and gather actionable feedback
- Initiate meetings to troubleshoot problems, optimize workflows, and set clear next steps toward long-term customer success
Requirements
- 5+ years of experience in customer onboarding, implementation, or success roles, preferably within the SaaS or legaltech industries
- 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
- Strong project management, organizational, and problem-solving abilities
- Proven track record of driving customer adoption and achieving high trial-to-subscription conversion
- 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 50% for onsite customer engagements and training sessions
