Customer Onboarding Specialist

2 days ago


San Francisco, California, United States EvenUp Inc. Full time
About the Role

We are seeking a highly skilled Customer Onboarding Specialist to join our team at EvenUp Inc.

As a key member of our customer success team, you will be responsible for ensuring a seamless and successful onboarding experience for our clients.

Key Responsibilities:

  • Lead clients through a tailored onboarding journey during their initial months with EvenUp.
  • Collaborate closely with Customer Success Managers and our Legal Operations teams to ensure a cohesive and comprehensive client experience.
  • Proactively engage with clients to understand their unique needs, challenges, and expectations during the trial period.
  • Provide prescriptive guidance and ensure clients are well-informed about EvenUp's features, functionality, and best practices to empower them for success.
  • Facilitate the successful transition from trial to subscription by ensuring clients fully leverage EvenUp's capabilities and find quick time to value.
  • Collect client feedback and insights during onboarding to drive continuous improvements in our services and processes.
  • Maintain clear and comprehensive records of client preferences and requirements to ensure smooth handoffs.
  • Create and curate onboarding resources, documentation, and training materials to support clients.
  • Collaborate with Customer Success Managers to track and report on client onboarding efforts and trial conversion rates.

Requirements:

  • Bachelor's degree (or equivalent) in a related field; MBA or JD is a plus.
  • Proven experience in customer onboarding, client services, or a related role.
  • Excellent communication and interpersonal skills.
  • Strong organizational and project management abilities.
  • Proactive problem-solving and creative thinking.
  • Ability to work collaboratively within cross-functional teams.
  • Familiarity with SaaS or service-oriented business models.
  • Experience in Legal Tech or working with Legal Professionals is a plus.
  • Ability to travel within the United States up to 25% is required.

Benefits:

  • Choice of medical, dental, and vision insurance plans for you and your family.
  • Flexible paid time off and 10+ holidays per year.
  • A stipend to upgrade your home office for fully-remote roles.
  • 401k for US-based employees.

EvenUp is an equal opportunity employer. We are committed to diversity and inclusion in our company.



  • San Francisco, California, United States Sigma Computing Full time

    About the RoleWe are seeking a highly skilled Customer Success Onboarding Specialist to join our team at Sigma Computing. As a key member of our customer success team, you will be responsible for guiding new customers through the onboarding process, ensuring they achieve successful outcomes with our cloud analytics and business intelligence tool.Key...


  • San Mateo, California, United States Jobs for Humanity Full time

    {"title": "Customer Onboarding Specialist", "description": "At Jobs for Humanity, we're collaborating with Upwardly Global and Tofu to build an inclusive and just employment ecosystem. We're seeking a proactive and empathetic Customer Onboarding Specialist to work closely with our customers during the first few months as they onboard to Tofu. This role will...


  • San Mateo, California, United States Jobs for Humanity Full time

    About the RoleTofu is seeking a highly skilled Customer Onboarding Specialist to join our team. As a key member of our customer success team, you will be responsible for ensuring a seamless onboarding experience for our customers, helping them to achieve their goals and maximize the value of our platform.You will work closely with our sales team to...


  • San Mateo, California, United States Jobs for Humanity Full time

    About TofuTofu is an early-stage generative AI startup based in the San Francisco Bay Area, with its headquarters in San Mateo. Our mission is to revolutionize the way B2B marketing teams create and execute hyper-personalized, omnichannel campaigns at scale.Our VisionWe envision a future where businesses can seamlessly integrate AI-driven solutions into...


  • San Francisco, California, United States Anrok, Inc Full time

    Anrok is a pioneering company in the field of sales tax and VAT management. As a key member of our team, you will play a crucial role in onboarding new customers and guiding them through the process of becoming compliant with their sales tax exposure.As a seasoned professional with 5+ years of experience in implementation, account management, or customer...


  • San Francisco, California, United States Sigma Computing Full time

    About the RoleWe are seeking a highly skilled Customer Success Onboarding Manager to join our team at Sigma Computing. As a key member of our customer success team, you will be responsible for guiding new customers through the onboarding process, ensuring they achieve successful implementation and adoption of our cloud analytics and business intelligence...


  • San Francisco, California, United States Live Nation Entertainment Full time

    Job Summary:Live Nation Entertainment is a global leader in live entertainment, comprising Ticketmaster, Live Nation Concerts, and Live Nation Media & Sponsorship. We are seeking a skilled Recruiting and Onboarding Specialist to oversee the recruitment, hiring, and onboarding of quality candidates for part-time or seasonal roles within our venues.Key...


  • San Francisco, California, United States Live Nation Entertainment Full time

    Job SummaryLive Nation Entertainment is a global leader in live entertainment, comprising Ticketmaster, Live Nation Concerts, and Live Nation Media & Sponsorship. As a Recruiting Onboarding Specialist, you will play a crucial role in identifying hiring needs, creating job descriptions, and developing recruitment strategies to attract top talent for part-time...


  • San Francisco, California, United States Sigma Computing Full time

    About the RoleWe are seeking a highly skilled Customer Success Onboarding Manager to join our team at Sigma Computing. As a key member of our customer success team, you will be responsible for guiding new customers through the onboarding process, ensuring they achieve successful adoption and self-sufficiency with our cloud analytics and business intelligence...


  • San Francisco, California, United States Sigma Computing Full time

    About the RoleSigma Computing is seeking a highly skilled Customer Success Onboarding Manager to join our team in San Francisco, CA. As a key member of our Customer Success team, you will be responsible for guiding new customers through the onboarding process, ensuring a seamless transition to our cloud analytics and business intelligence tool.Key...


  • San Francisco, California, United States Cargomatic Full time

    About the RoleCargomatic is seeking a seasoned Principal Project Manager to lead the execution of our massive vision in the transportation industry. As a key member of our team, you will be responsible for delivering a transformative experience and value to our customers through agile project management skills.Key Responsibilities:Marketplace Onboarding &...


  • San Francisco, California, United States Xai Full time

    About xAIxAI is a cutting-edge organization dedicated to developing AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is comprised of highly motivated and focused engineers who thrive on curiosity and appreciate challenging themselves.Job SummaryWe are seeking an exceptional Onboarding Coordinator...


  • San Francisco, California, United States Cisco Full time

    About the RoleWe are seeking a highly skilled Customer Experience Specialist to join our team at Cisco. As a Customer Experience Specialist, you will be responsible for driving the ultimate success of our customers, ensuring they derive maximum value from their investment in our products and services.Key ResponsibilitiesDrive the onboarding experience,...


  • San Francisco, California, United States Edthena Full time

    About the RoleWe are seeking a highly motivated and experienced Customer Success Specialist to join our team at Edthena. As a key member of our customer-facing team, you will be responsible for managing the entire customer lifecycle, from onboarding and training to renewals and technical support.Key ResponsibilitiesManage complete customer lifecycle:...


  • San Francisco, California, United States Edthena Full time

    About the RoleWe are seeking a highly motivated and experienced Customer Success Specialist to join our team at Edthena. As a key member of our customer-facing team, you will be responsible for managing the entire customer lifecycle, from onboarding and training to renewals and technical support.ResponsibilitiesManage complete customer lifecycle: onboarding,...


  • San Carlos, California, United States Bynder Full time

    About the RoleWe are seeking a highly skilled Senior Enterprise Customer Onboarding Manager to join our team at Bynder. As a key member of our customer success team, you will be responsible for delivering exceptional customer experiences during the onboarding process for our largest enterprise clients.Key ResponsibilitiesManage simultaneous Tier 1 & 2...


  • San Francisco, California, United States Cisco Full time

    About the RoleCisco is seeking a highly skilled Customer Experience Specialist to join our team. As a key member of our customer success organization, you will be responsible for driving the ultimate success of our customers, ensuring they derive maximum value from their investment in our products and services.Key ResponsibilitiesDevelop and execute...


  • San Francisco, California, United States Edthena Full time

    About the RoleWe are seeking a highly skilled Customer Success Specialist to join our team at Edthena. As a key member of our organization, you will be responsible for managing the entire customer lifecycle, from onboarding and training to renewals and technical support.Key ResponsibilitiesDevelop and maintain strong relationships with our customers,...


  • San Carlos, California, United States Bynder Full time

    Job Title: Senior Enterprise Customer Onboarding ManagerBynder is seeking a highly skilled Senior Enterprise Customer Onboarding Manager to join our team. As a key member of our customer success team, you will be responsible for delivering exceptional customer experiences during the onboarding process.Key Responsibilities:Manage simultaneous Tier 1 & 2...


  • San Carlos, California, United States Bynder Full time

    About the RoleWe are seeking a highly skilled Senior Enterprise Customer Onboarding Manager to join our team at Bynder. As a key member of our customer success team, you will be responsible for delivering exceptional customer experiences during the onboarding process.Key ResponsibilitiesManage simultaneous Tier 1 & 2 customer engagements to contract...