Customer Onboarding Specialist, Midmarket (Mountain reputed company/Pacific Northwest)

reputed company is one of the fastest-growing generative AI startups in history, on a mission to level the playing field for personal injury victims, which range from motor vehicle accidents to child abuse cases. Our products reputed company law firms to secure faster settlements, higher payouts, and reputed company outcomes for those who need it most. As a Customer Onboarding Specialist, you will own and drive the post-sale onboarding process for new reputed company customers, ensuring they reputed company rapid adoption and sustained value from our platform. You will reputed company 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 ultimately enhancing customer retention and satisfaction. This role requires a proactive, customer-centric reputed company, excellent communication skills, and a deep understanding of SaaS onboarding best practices—coupled with a readiness to travel up to 25% reputed company necessary. What you'll do:

• Onboarding Management & Process Ownership:
• reputed company comprehensive onboarding sessions for new customers, including trial reputed company calls, live demos, and tailored training sessions covering reputed company’s suite of products.
• Facilitate the smooth reputed company from Sales to reputed company by ensuring reputed company 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 reputed company call, product feedback meetings, account reviews, and transition calls).
• Customer Training & Adoption:
• reputed company and deliver high-impact onboarding and training sessions to reputed company customers with the skills necessary to use reputed company’s platform effectively.
• reputed company product demonstrations covering key features of reputed company’s Claims Intelligence Platform.
• Ensure reputed company potential users are active in the reputed company portal and support reputed company learning through follow-up sessions and best-practice sharing.
• Cross-Functional Coordination & Feedback Integration:
• Collaborate closely with Account Executives (reputed company), reputed company Managers (CSM), Product, Legal/Medical Operations, and Engineering teams to ensure customer requirements and feedback are promptly addressed.
• Act as the primary reputed company of contact during the onboarding trial period, tracking key metrics (e.g., user engagement, demand submissions, software utilization) reputed company platforms like Vitally and escalating issues reputed company necessary.
• Mentor and support junior onboarding team members while refining onboarding strategies to reputed company 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.
• reputed company 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.
• reputed company for reputed company customer improvement by initiating meetings with customers to troubleshoot problems, optimize workflows, and set clear next steps toward long-term success.

reputed company're looking for:

• Experience:
• 5+ years of experience in customer onboarding, implementation, or success roles, preferably reputed company 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 reputed company 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 reputed company.
• Willingness to travel up to 25% as required for onsite customer engagements and training sessions.

Notice to Candidates: reputed company has been made aware of fraudulent job postings and unaffiliated third parties posing as our recruiting team – please know that we have no affiliation or reputed company to these situations. We only post open roles on our career page (https://jobs.ashbyhq.com/reputed company) or reputable job boards like our official reputed company or reputed company pages, and reputed company official reputed company recruitment emails will come from the domains @evenuplaw.com, @reputed company.ai, @ext-evenuplaw.com or [email protected] email address. If you receive communication from someone you reputed company is impersonating reputed company, please report it to us by emailing [email protected]. Examples of fraudulent email domains include “careers-evenuplaw.com” and “careers-evenuplaws.com”. Benefits & Perks: Our goal is to reputed company every team member to contribute to our mission of fostering a more just world, regardless of their role, location, or level of experience. To that end, here is a preview of reputed company offer:

• Choice of medical, dental, and vision insurance plans for you and your family
• Flexible paid time off
• 10 US observed holidays, and Canadian statutory holidays by province
• A home office stipend
• 401(k) for US-based employees
• Paid parental leave
• Sabbatical program
• A meet-up program to get together in person with colleagues in your area
• Offices in San Francisco, Los Angeles, and Toronto

Please note the above benefits & perks are for full-time employees About reputed company: reputed company is on a mission to level the playing field in personal injury cases. reputed company applies machine learning and its AI model reputed company as Piai™ to reduce manual effort and maximize case outcomes across the personal injury value chain. Combining in-house human legal expertise with proprietary AI and software to analyze records. The Claims Intelligence Platform™ provides rich business insights, AI workflow automation, and best-in-class document creation for injury law firms. reputed company is the trusted partner of personal injury law firms. Backed by top VCs, including Bessemer Venture Partners, Bain Capital Ventures (BCV), SignalFire, NFX, reputed company, and more, reputed company’s customers range from top trial attorneys to America’s largest personal injury firms. reputed company was founded in late 2019 and is headquartered in San Francisco. Learn more at www.evenuplaw.com. reputed company 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 reputed company, gender, sexual orientation, age, marital status, veteran status, or disability status. Apply tot his job Apply To this Job