Customer Onboarding Specialist, Midmarket

Job Description: • Own and drive the post-sale onboarding process for new EvenUp customers, ensuring they achieve rapid adoption and sustained value from our platform • Lead strategic onboarding sessions, coordinate with cross-functional teams, and work directly with key decision-makers and end-users • Maximize trial utilization and ultimately enhance customer retention and satisfaction • Develop and deliver high-impact onboarding and training sessions to equip customers with the skills necessary to use EvenUp’s platform effectively • Collaborate closely with Account Executives (AEs), Customer Success Managers (CSM), Product, Legal/Medical Operations, and Engineering teams to ensure customer requirements and feedback are promptly addressed • Engage with key decision-makers and firm champions to establish strategic success metrics and ensure alignment on implementation milestones • Mentor and support junior onboarding team members while refining onboarding strategies to achieve higher trial conversion rates. Requirements: • 2+ years of experience in the SaaS or legaltech industries, preferably within customer onboarding, implementation, or success roles • Demonstrated ability to manage end-to-end onboarding processes for enterprise clients and high-value accounts • Excellent verbal and written communication skills with the ability to present complex technical solutions to non-technical stakeholders • Proven track record of driving customer adoption and achieving high trial-to-subscription conversion • Strong project management, organizational, and problem-solving abilities • 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 25% as required for onsite customer engagements and training sessions. Benefits: • Choice of medical, dental, and vision insurance plans for you and your family • Additional insurance coverage options for life, accident, or critical illness • Flexible paid time off, sick leave, short-term and long-term disability • 10 US observed holidays, and Canadian statutory holidays by province • A home office stipend • 401(k) for US-based employees and RRSP for Canada-based employees • Paid parental leave • A local in-person meet-up program • Hubs in San Francisco and Toronto Apply tot his job Apply To this Job