Customer Onboarding Specialist, Enterprise | West

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. 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% as required for onsite customer engagements and training sessions.

Lead comprehensive onboarding sessions for new customers, including trial kickoff calls, live demos, and tailored training. Facilitate smooth handoff from Sales to Customer Success. Implement a structured onboarding process with key milestones. Develop and deliver high-impact onboarding and training sessions. Lead product demonstrations. Ensure all potential users are active in the EvenUp portal. Collaborate with cross-functional teams (AEs, CSM, Product, Legal/Medical, Engineering). Act as the primary point of contact during the onboarding trial period. Mentor and support junior onboarding team members. Engage with key decision-makers to establish strategic success metrics. Lead high-level review sessions to discuss trial performance. Initiate meetings with customers to troubleshoot problems and optimize workflows.