Customer Onboarding Coordinator at Filevine

Salt Lake City, Utah, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Legal TechIndustries

Requirements

6+ years of experience in customer success, account management, or implementation coordination roles, ideally in SaaS or technology solutions
Experience working post-sale with cross-functional teams (sales, customer success, and implementation partners)
Proven track record of managing partner relationships and ensuring contractual/statement-of-work compliance
Proficiency in data tracking, reporting, and analysis to monitor partner and customer progress
Strong organizational and time management skills to handle multiple customers and partners simultaneously
Legal experience is a plus

Responsibilities

Validate certified implementation partner’s statements of work and ensure customers are assigned to an appropriate partner
Track and monitor internal data to ensure up-to-date and accurate information is provided by partners and customers
Review sales calls and partner/customer calls to ensure correct information is being communicated and expectations are aligned
Check in with customers during the implementation process to address questions and maintain satisfaction
Maintain relationships and lead communication channels between customers, partners, and internal teams during escalations
Monitor progress to ensure implementation issues and roadblocks are resolved effectively
Ensure partner and customer expectations are aligned throughout the process
Validate customers have been launched successfully with the product
Monitor customer usage and flag at-risk customers for intervention
Collect satisfaction scores and identify successful customer stories showcasing Filevine’s value

Skills

Customer Onboarding

Implementation Coordination

Stakeholder Management

Data Tracking

Communication

Relationship Management

Escalation Handling

Project Monitoring

Sales Call Review

Filevine

AI-powered platform for legal operations

About Filevine

Filevine provides an AI-powered legal technology platform designed to improve the efficiency of law firms. The software suite, developed by legal professionals, includes features that reduce repetitive tasks, assist in drafting documents using case data, and offer customizable settings for document management. It also includes tools for invoicing, timesheet review, and time tracking, which help law firms streamline their workflows and save resources. Additionally, Filevine offers AI-enhanced intake and lead management tools that assist firms in converting leads into clients and optimizing marketing efforts. The platform features eSignature capabilities for easy document management and signing. Unlike many competitors, Filevine integrates advanced AI functionalities, allowing users to generate demand letters and gain real-time insights from documents. The goal of Filevine is to empower law firms of all sizes to operate more efficiently and effectively through technology.

Provo, UtahHeadquarters

2015Year Founded

$414MTotal Funding

SERIES_DCompany Stage

AI & Machine Learning, LegalIndustries

501-1,000Employees

Benefits

Medical, dental, & vision insurance

Parental leave

Disability insurance

Ergonomic and height-adjustable workstations

Weekly taco lunches

Flexible hybrid work schedules

Risks

Increased competition from similar AI-powered legal tech startups may affect market share.

Data privacy concerns with AI and third-party platforms could lead to regulatory issues.

Economic downturns may reduce law firms' spending on legal technology solutions.

Differentiation

Filevine offers a comprehensive AI-powered platform tailored for legal professionals.

The platform integrates real-time data analytics for enhanced decision-making in law firms.

Filevine's eSignature and document management tools streamline legal workflows efficiently.

Upsides

Filevine's AI tools improve lead conversion and client acquisition for law firms.

The partnership with Domo enhances operational efficiency through actionable data insights.

Filevine's comprehensive billing and payments platform strengthens its end-to-end solution offering.

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