Customer Onboarding Specialist
Company: EvenUp
Location: San Francisco
Posted on: October 20, 2024
Job Description:
EvenUp is on a mission to support injury law firms across
America in providing a consistent and high standard of
representation, ensuring that every injury victim who seeks legal
assistance can expect a fair resolution. We've helped thousands of
victims get fair compensation by empowering their representation
with best-in-class insights, automation, and document creation.Are
you passionate about guiding clients through a transformative
change in their business processes? Join us as a Customer
Onboarding Specialist at EvenUp! In this pivotal role, you will
play a vital part in ensuring our clients enjoy a seamless and
successful transition to an enhanced way of working. Your mission
is to collaborate closely with our Customer Success Managers and
Legal Operations teams during this critical phase, ensuring that
clients not only embrace but also adeptly adapt to these innovative
approaches. With your expert guidance, EvenUp customers will
experience a smooth transition, unlocking their potential to
deliver valuable outcomes for their organizations.What you'll
do:
- Onboarding Excellence: Lead clients through a tailored
onboarding journey during their initial months with EvenUp,
ensuring a seamless and successful trial experience.
- Partnership with Internal Teams: Collaborate closely with
Customer Success Managers and our Legal Operations teams to ensure
a cohesive and comprehensive client experience, while also
gathering, documenting, and implementing clients' firm preferences
to enhance their journey.
- Client Engagement: Proactively engage with clients to
understand their unique needs, challenges, and expectations during
the trial period.
- Knowledge Transfer: Provide prescriptive guidance and ensure
clients are well-informed about EvenUp's features, functionality,
and best practices to empower them for success.
- Smooth Transition: Facilitate the successful transition from
trial to subscription by ensuring clients fully leverage EvenUp's
capabilities and find quick time to value.
- Feedback Loop: Collect client feedback and insights during
onboarding to drive continuous improvements in our services and
processes.
- Documentation: Maintain clear and comprehensive records of
client preferences and requirements to ensure smooth handoffs.
- Resource Development: Create and curate onboarding resources,
documentation, and training materials to support clients.
- Performance Metrics Monitoring: Collaborate with Customer
Success Managers to track and report on client onboarding efforts
and trial conversion rates.What we look for:
- 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
requiredBenefits & Perks:Our goal is to empower every team member
to contribute to our mission of fostering a more just world,
regardless of their role, location, or level of experience. To that
end, we offer:
- 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 employeesPlease note the above benefits &
perks are for full-time employees.About EvenUp:EvenUp is on a
mission to level the playing field in personal injury cases. EvenUp
applies machine learning and its AI model known as Piai to reduce
manual effort and maximize case outcomes across the personal injury
value chain. Combining in-house human legal expertise with
proprietary AI and software to analyze records. The Claims
Intelligence Platform provides rich business insights, AI workflow
automation, and best-in-class document creation for injury law
firms. EvenUp is the trusted partner of personal injury law firms.
Backed by top VCs, including Bessemer Venture Partners, Bain
Capital Ventures (BCV), SignalFire, NFX, DCM, and more, EvenUp's
customers range from top trial attorneys to America's largest
personal injury firms. EvenUp was founded in late 2019 and is
headquartered in San Francisco. Learn more at .EvenUp is an equal
opportunity employer. We are committed to diversity and inclusion
in our company. We do not discriminate based on race, religion,
color, national origin, gender, sexual orientation, age, marital
status, veteran status, or disability status.
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Keywords: EvenUp, Manteca , Customer Onboarding Specialist, Other , San Francisco, California
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