Customer Onboarding Specialist

Evenup Corp - Washington, DC

Full-time - Entry Level

Washington, DC

Professional, Scientific, and Technical Services

About the position

The Customer Onboarding Specialist at EvenUp plays a crucial role in guiding clients through their initial experience with the company's services. This position focuses on ensuring a smooth transition for clients as they adapt to innovative business processes, collaborating closely with internal teams to enhance the client experience and drive successful outcomes.

Responsibilities

• Lead clients through a tailored onboarding journey during their initial months with EvenUp, ensuring a seamless and successful trial experience.
• Collaborate closely with Customer Success Managers and 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.
• Facilitate the successful transition from trial to subscription by ensuring clients fully leverage EvenUp's capabilities.
• Collect client feedback and insights during onboarding to drive continuous improvements in 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.

Nice-to-haves

• Experience in Legal Tech or working with Legal Professionals is a plus.

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