Customer Onboarding Specialist, Enterprise

Customer Onboarding Specialist, Enterprise | Northeast

Join to apply for the Customer Onboarding Specialist, Enterprise | Northeast role at Even Up

This range is provided by Even Up. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Even Up is on a mission to close the justice gap using technology and AI. We empower personal injury lawyers and victims to get the justice they deserve. Our products enable law firms to secure faster settlements, higher payouts, and better outcomes for victims injured through no fault of their own in vehicle collisions, accidents, natural disasters, and more. We are one of the fastest‑growing vertical SaaS companies in history, and we are just getting started.

Even Up is backed by top VCs, including Bessemer Venture Partners, Bain Capital Ventures, Signal Fire, and Lightspeed. We are looking to expand our team with talented, driven, and collaborative individuals who seek to have a lasting impact. Learn more at

• Onboarding Management & Process Ownership:
  • Lead comprehensive onboarding sessions for new customers, including trial kickoff calls, live demos, and tailored training sessions covering Even Up’s suite of products.
  • Facilitate the smooth handoff from Sales to Customer Success by ensuring all critical customer information is accurately collected and documented.
  • Implement a structured onboarding process for your clients, ensuring that key milestones are met (e.g., trial kickoff call, product feedback meetings, account reviews, and transition calls).
• Customer Training & Adoption:
  • Develop and deliver high‑impact onboarding and training sessions to equip customers with the skills necessary to use Even Up’s platform effectively.
  • Lead product demonstrations covering key features of Even Up’s Claims Intelligence Platform.
  • Ensure all potential users are active in the Even Up portal and support continuous learning through follow‑up sessions and best‑practice sharing.
• Cross‑Functional Coordination & Feedback Integration:
  • 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.
  • Act as the primary point of contact during the onboarding trial period, tracking key metrics (e.g., user engagement, demand submissions, software utilization) via platforms like Vitally and escalating issues when necessary.
  • Mentor and support junior onboarding team members while refining onboarding strategies to achieve higher trial conversion rates.
• Strategic Customer Engagement:
  • Engage with key decision‑makers and firm champions to establish strategic success metrics and ensure alignment on implementation milestones.
  • Lead high‑level review sessions (e.g., account strategy sessions and transition meetings) to discuss trial performance, identify upsell or cross‑sell opportunities, and gather actionable feedback.
  • Advocate for continuous customer improvement by initiating meetings with customers to troubleshoot problems, optimize workflows, and set clear next steps toward long‑term success.

• Experience:
  • 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.
• Skills &
  
  Competencies:
  
  
  • Excellent verbal and written communication skills with the ability to present complex technical solutions to non‑technical stakeholders.
  • 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.

• 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

Compensation Range: $115K - $130K

Mid‑Senior level

Full‑time

Other

Technology, Information and Internet

Even Up is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.