Customer Onboarding Specialist
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Job Description
Onboarding Specialist at EvenUp, aiming to transform legal practices with AI solutions. Leading complex onboarding initiatives and advocating for AI adoption in firms.
Responsibilities:
- Manage the end-to-end training and adoption journey for 5-6 enterprise law firms simultaneously.
- Help design the templates, digital videos, and documentation that define what "good" looks like for a successful rollout.
- Develop tailored adoption plans for diverse firm roles—from paralegals to managing partners.
- Lean into AI tools to automate your own workflows and build "lean" operations.
- Travel (up to 70%) to law firms across the country to lead intensive training weeks and build trust in person.
- Act as a critical feedback loop between our clients and our Engineering/Product teams to ensure the platform evolves with our users' needs.
Requirements:
- 5-7 years of experience rolling out complex "System of Record" platforms (CRM, ERP, or practice management tools).
- Experience in high-complexity verticals like LegalTech, HealthTech, or Construction Tech is highly preferred.
- You have a track record of leading large-scale "people" transitions in traditional industries.
- Proficiency with Generative AI tools is a must.
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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