Customer Onboarding Specialist, EvenUp
Midmarket
Travel up to 50%
AI-driven support for personal injury lawyers
Job no longer available
AI-driven support for personal injury lawyers
201-500 employees
Job no longer available
Travel up to 50%
201-500 employees
Company mission
To close the justice gap using technology and AI.
Role
Who you are
- This role requires a proactive, customer-centric mindset, excellent communication skills, and a deep understanding of SaaS onboarding best practices—coupled with a readiness to travel up to 50% when necessary
- 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
What the job involves
- As a Customer Onboarding Specialist, you will own and drive the post-sale onboarding process for new EvenUp customers, ensuring they achieve rapid adoption and sustained value from our platform
- You will lead strategic onboarding sessions, coordinate with cross-functional teams, and work directly with key decision-makers and end-users
- Your efforts will be critical in maximizing trial utilization and ultimately enhancing customer retention and satisfaction
- Lead comprehensive onboarding sessions for new customers, including trial kickoff calls, live demos, and tailored training sessions covering EvenUp’s suite of products
- 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 (e.g., trial kickoff call, product feedback meetings, account reviews, and transition calls)
- Develop and deliver high-impact onboarding and training sessions to equip customers with the skills necessary to use EvenUp’s platform effectively
- Lead product demonstrations covering key features of EvenUp’s Claims Intelligence Platform
- Ensure all potential users are active in the EvenUp portal and support continuous learning through follow-up sessions and best-practice sharing
- Collaborate closely with Account Executives (AEs), Customer Success Managers (CSM), 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 (e.g., user engagement, demand submissions, software utilization) via platforms like Vitally and escalating issues when necessary
- Mentor and support junior onboarding team members while refining onboarding strategies to achieve higher trial conversion rates
- Engage with key decision-makers and firm champions to establish strategic success metrics and ensure alignment on implementation milestones
- Lead high-level review sessions (e.g., account strategy sessions and transition meetings) to discuss trial performance, identify upsell or cross-sell opportunities, and gather actionable feedback
- Advocate for continuous customer improvement by initiating meetings with customers to troubleshoot problems, optimize workflows, and set clear next steps toward long-term success
Our take
Every year, millions of personal injury cases in the US are resolved with only a small fraction going to trial, leaving many victims potentially under-compensated due to inaccurate settlement proposals. EvenUp aims to change this by leveraging AI technology to streamline the assessment of injury cases.
The AI tools evaluate raw case files, including medical and police records, creating tailored "demand packages" that present comprehensive compensation arguments. This improves lawyer performance and victim outcomes.
Despite concerns about AI bias and privacy, EvenUp has garnered significant investor interest, closing a funding round in 2024 that was one of the largest in the history of legal AI. Now valued at over $1 billion, it is investing in its team and introducing new techniques and products for personal injury and other legal areas.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 3 rounds)
Oct 2024
$135m
SERIES D
Sep 2024
$35m
SERIES C
Total funding: $220m
Company benefits
- Flexible working hours to match your style
- Offsites - get to meet your coworkers on a fully-expenses trip ever 6-12 months
- A variety of virtual team events such as game nights & happy hours
- 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
Company HQ
The Castro, San Francisco, CA
Leadership
Rami Karabibar
(Co-founder & CEO)Graduated from the McGill University with a Bachelor's Degree in Investment Management. Previously worked as a Management Consultant at Bain & Company and as a Startup Generalist at Zoomer.
Raymond Mieszaniec
(Co-founder & COO)Previously co-founded EquitySim. Also worked as a Risk Consultant at PwC Hong Kong and Mainland China and as an Accountant at Scotiabank.
Saam Mashhad
(Chief of Product & Legal Operations)Previously worked as a Law Clerk at the Superior Court of Quebec. Also co-founded Compass Startup & Legal Clinic where they served as the Director for 3 years before becoming an Associate at Norton Rose Fulbright.
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