Onboarding Manager
Vori
Legal Operations Associate, Onboarding Specialist
SimpleClosure
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $55,000 - $90,000 per year
Job Level
JuniorMid-Level
About the role
- Serve as the primary point of contact for new clients, guiding them through the onboarding process and ensuring accurate data collection.
- Review and interpret legal and regulatory documents (e.g., incorporation records, state forms) to support clients in providing correct information.
- Host welcome calls and address client questions with professionalism, empathy, and clarity.
- Coordinate with state agencies, regulators, and legal counsel to ensure timely and compliant account closures.
- Maintain organized, accurate records of client dissolution activities and communications.
- Collaborate with internal teams (Operations, Legal, Product) to ensure smooth processes and improve client experience.
- Capture and refine workflows to enhance efficiency, compliance, and customer satisfaction.
Requirements
- 2+ years of experience in a legal operations, paralegal, or client-facing role involving legal documents or compliance work.
- Comfort reading and interpreting legal/regulatory documents (JD not required, but legal literacy essential).
- Strong communication skills — able to explain complex processes in clear, approachable language.
- Professional phone and videoconferencing presence; empathetic and client-focused.
- High digital literacy; comfortable using SaaS platforms and learning new tools quickly.
- Organized, detail-oriented, and reliable in managing multiple clients/projects.
- Experience in a fast-paced, startup environment is a plus.
- Authorized to work in the United States (application asks about visa sponsorship).
