Customer Onboarding Specialist, Enterprise
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Job Description
Enterprise Customer Onboarding Specialist driving successful onboarding for new EvenUp customers. Leading training sessions and ensuring customer engagement with SaaS platform.
Responsibilities:
- Lead comprehensive onboarding sessions for new customers, including trial kickoff calls, live demos, and tailored training sessions covering EvenUp’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.
- Develop and deliver high-impact onboarding and training sessions to equip customers with the skills necessary to use EvenUp’s platform effectively.
- Lead product demonstrations covering key features of EvenUp’s Claims Intelligence Platform.
- Act as the primary point of contact during the onboarding trial period, tracking key metrics via platforms like Vitally.
Requirements:
- 5+ years of experience in 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
- 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 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
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