Customer Onboarding Specialist, Enterprise

Job Description: Own and drive the post-sale onboarding process for new EvenUp customers, ensuring they achieve rapid adoption and sustained value from our platform. Lead strategic onboarding sessions, coordinate with cross-functional teams, and work directly with key decision-makers and end-users. 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 EvenUps platform effectively. Collaborate closely with Account Executives, Customer Success Managers, Product, Legal/Medical Operations, and Engineering teams to ensure customer requirements and feedback are promptly addressed. Act as the primary point of contact during the onboarding trial period, tracking key metrics and escalating issues when necessary. Lead high-level review sessions to discuss trial performance, identify upsell or cross-sell opportunities, and gather actionable feedback. Requirements: 5+ years of experience in customer onboarding, implementation, or success roles, preferably within the SaaS or legaltech industries. 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 Apply To this Job Company : EvenUp Salary : Work from home .