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About the role
Key responsibilities & impact- Own and manage onboarding of 8-12 enterprise clients simultaneously, guiding them through all phases of implementation and adoption. This includes both corporate legal departments and their law firms.
- Lead clients through onboarding projects ranging from 3-6 months, ensuring milestones, deliverables, and timelines remain on track.
- Identify, manage, and escalate risks to the onboarding project plans proactively before they impact outcomes.
- Partner with internal and external stakeholders to remove blockers and ensure successful implementation.
- Serve as the primary point of contact throughout onboarding.
- Lead kick-off meetings, project reviews, and training sessions.
- Build trusted relationships with senior legal, procurement, operations, finance, and technology stakeholders.
- Drive accountability while maintaining strong client relationships and a positive customer experience that builds long-term trust and growth opportunities.
- Develop expertise in the PERSUIT platform and associated workflows, including eBilling functionality and platform configuration.
- Guide clients through system setup, configuration, data readiness, and adoption activities.
- Collaborate with subject matter experts to support more complex technical requirements and integrations.
- Contribute to support ticket resolution and troubleshooting with users.
- Contribute to the evolution of onboarding playbooks, documentation, processes, and client communications.
- Identify opportunities to improve efficiency, scalability, and client outcomes.
- Leverage AI, automation, and operational tooling to streamline workflows and enhance the onboarding experience.
- Surface customer feedback and implementation insights to Product and cross-functional teams.
- Partner closely with Customer Success, Sales, Support, Product, Engineering, and other internal stakeholders to deliver a seamless onboarding experience.
- Share knowledge and best practices across the Customer Experience organization and the whole company.
Requirements
What you’ll need- Bachelor's degree or equivalent experience.
- 3-6 years of experience in a client-facing role such as:
- - SaaS onboarding or implementation
- - Customer success
- - Consulting or professional services
- - Project management
- - Client delivery
- Proven experience managing multiple concurrent projects with competing priorities and deadlines.
- Strong stakeholder management skills, including experience working with senior-level client stakeholders.
- Exceptional communication, presentation, and relationship-building skills.
- Strong organizational skills and attention to detail.
- Ability to proactively identify risks and drive solutions.
- Current authorization to work in the United States.
- Preferred
- Experience with project management tools such as Jira, Smartsheet, Asana, Monday.com, or similar platforms.
- Experience in SaaS, legal technology, legal operations, consulting, or professional services environments.
- Familiarity with eBilling, legal operations workflows, or enterprise software implementations.
- Curiosity and enthusiasm for AI tools, process improvement, and operational scalability.
- Experience working in a fast-paced startup or high-growth technology environment.
Benefits
Comp & perks- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Training & Development
- Wellness Resources
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
SaaS onboardingimplementationproject managementeBilling functionalityplatform configurationdata readinesstroubleshootingprocess improvementoperational scalabilityrisk management
Soft Skills
stakeholder managementcommunicationpresentationrelationship-buildingorganizational skillsattention to detailproblem-solvingclient relationship managementaccountabilitycollaboration
Certifications
Bachelor's degree
