Customer Onboarding Specialist, Enterprise | Midwest

Customer Onboarding Specialist, Enterprise | Midwest

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 through a platform that secures faster settlements, higher payouts, and better outcomes for victims injured by vehicle collisions, accidents, natural disasters, and more. We are one of the fastest‑growing vertical SaaS companies in history and backed by top VCs such as Bessemer, Bain Capital, Signal Fire, and Lightspeed.

$/yr – $/yr

As an Enterprise Customer Onboarding Specialist, you will own and drive the post‑sale onboarding process for new Even Up customers, ensuring rapid adoption and sustained value from our platform. You will lead strategic onboarding sessions, coordinate with cross‑functional teams, and work directly with key decision‑makers and end‑users. Your efforts will be critical in maximizing trial utilization and enhancing customer retention and satisfaction.

This role requires a proactive, customer‑centric mindset, excellent communication skills, and a deep understanding of SaaS onboarding best practices, with readiness to travel up to 50% when necessary.

• Lead comprehensive onboarding sessions for new customers, including trial kickoff calls, live demos, and tailored training covering the Even Up 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 with key milestones such as trial kickoff, product feedback meetings, account reviews, and transition calls.
• Develop and deliver high‑impact training sessions to equip customers with the skills needed to use the platform effectively.
• Collaborate closely with Account Executives, Customer Success Managers, Product, Legal/Medical Operations, and Engineering teams to address customer requirements and feedback promptly.
• Act as the primary point of contact during the onboarding trial period, track key metrics via platforms like Vitally, and escalate issues when necessary.
• Mentor junior onboarding team members and refine strategies to achieve higher trial conversion rates.
• Engage with key decision‑makers to establish success metrics and ensure alignment on implementation milestones.
• Lead high‑level review sessions to discuss trial performance, identify upsell or cross‑sell opportunities, and gather actionable feedback.

• 5+ years of experience in customer onboarding, implementation, or success roles, preferably within SaaS or legaltech.
• Proven ability to manage end‑to‑end onboarding for enterprise clients and high‑value accounts.
• Excellent verbal and written communication skills, able to present complex technical solutions to non‑technical stakeholders.
• Strong project management, organizational, and problem‑solving abilities.
• A track record of driving customer adoption and achieving high trial‑to‑subscription conversion.
• High technical aptitude with deep understanding of SaaS platforms and relevant legaltech applications.
• Collaborative, fast‑paced, customer‑first mindset.
• Willingness to travel up to 50% for onsite engagements and training.

• Choice of medical, dental, and vision insurance plans for you and your family.
• Additional coverage options for life, accident, or critical illness.
• Flexible paid time off, sick leave, short‑term and long‑term disability.
• 10 U.S. observed holidays;
  Canadian statutory holidays by province.
• A home office stipend.
• 401(k) for U.S. employees and RRSP for Canada employees.
• Paid parental leave.
• A local in‑person meet‑up program with hubs in San Francisco and Toronto.

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

Notice to Candidates:
Even Up has been made aware of fraudulent postings and unaffiliated third parties posing as our recruiting team. All official postings are on or reputable job boards. Please submit applications through our career page and report any impersonation attempts to talent‑ops‑