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About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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 50% as required for onsite customer engagements and training sessions.
Benefits
Comp & perks- 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.
ATS Keywords
✓ Tailor your resumeApplicant 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 solutionstrial-to-subscription conversiontraining sessionsenterprise client management
Soft Skills
communicationorganizationalcollaborationcustomer-first mindsetleadershipstrategic thinkingadaptabilityproactive managementengagementpresentation skills
