Customer Onboarding Specialist
2 days ago
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.
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