Customer Onboarding Specialist, Enterprise | Midwest

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.

Lead comprehensive onboarding sessions for new customers. Facilitate smooth handoff from Sales to Customer Success. Implement a structured onboarding process for clients. Develop and deliver high-impact onboarding and training sessions. Lead product demonstrations. Ensure all potential users are active in the EvenUp portal. Collaborate with Account Executives, CSMs, Product, Legal/Medical Operations, and 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 and firm champions. Lead high-level review sessions. Advocate for continuous customer improvement.