Customer Onboarding Specialist, Midmarket

United States

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$90,000 – $105,000Compensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Legal Tech, SaaSIndustries

Requirements

Candidates should have at least 2 years of experience in SaaS or legaltech, specifically in customer onboarding, implementation, or success roles. A demonstrated ability to manage end-to-end onboarding processes for enterprise clients and high-value accounts is required, along with excellent verbal and written communication skills.

Responsibilities

The Customer Onboarding Specialist will own and drive the post-sale onboarding process for new EvenUp customers, ensuring rapid adoption and sustained value. This includes leading strategic onboarding sessions, coordinating with cross-functional teams, and working directly with key decision-makers and end-users to maximize trial utilization and enhance customer retention. Responsibilities also include developing and delivering training, leading product demonstrations, ensuring user activity, collaborating with internal teams, acting as the primary point of contact during trials, mentoring junior team members, and engaging with customers to troubleshoot and optimize workflows.

Skills

SaaS onboarding

Customer onboarding

Customer success

Client relationship management

Communication skills

Training

Product demos

Salesforce

CRM

Project management

EvenUp

Legal services for personal injury cases

About EvenUp

EvenUp Law provides legal services focused on personal injury, trucking accidents, and medical malpractice. The firm operates in multiple states, including Texas, Pennsylvania, California, Indiana, and Georgia. Its business model is based on a contingency fee structure, meaning they only receive payment if they win a case, taking a percentage of the settlement or judgment. What sets EvenUp Law apart from its competitors is its detailed case preparation and the ability to analyze cases like an adjuster or defense attorney, which leads to higher settlement amounts and quicker resolutions for clients. The firm also maintains a database of similar injuries and their values, which helps in providing accurate damage estimates. The goal of EvenUp Law is to save clients time and stress while ensuring they receive fair compensation for their injuries.

San Francisco, CaliforniaHeadquarters

2019Year Founded

$214MTotal Funding

SERIES_DCompany Stage

LegalIndustries

201-500Employees

Risks

Increased competition from other legal tech startups could erode EvenUp's market share.

Reliance on a contingency fee model poses financial risks with unsuccessful cases.

Potential regulatory changes in AI use could impact EvenUp's operations.

Differentiation

EvenUp uses AI to automate legal document creation, reducing time and costs.

The company targets the $20 million insurance claim market with AI-driven solutions.

EvenUp's meticulous case preparation results in high settlement amounts and quick resolutions.

Upsides

Recent $135 million Series D funding shows strong investor confidence in EvenUp.

Launch of AI assistant Litty highlights growth in generative AI for legal automation.

Strategic board appointments could open new avenues for growth and partnerships.

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