Customer Onboarding Specialist, Enterprise | Gulf Coast

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 structured onboarding processes for clients. Develop and deliver onboarding and training sessions. Lead product demonstrations. Ensure all potential users are active in the EvenUp portal. Collaborate with cross-functional teams. 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. Advocate for continuous customer improvement.