Customer Onboarding Specialist, Enterprise (Legaltech)

TL;DR

Customer Onboarding Specialist, Enterprise (Legaltech): Leading the post-sale onboarding process for new enterprise customers, ensuring rapid platform adoption and sustained value with an accent on onboarding management, training, and cross-functional coordination. Focus on maximizing trial utilization, enhancing customer retention, and engaging with key decision-makers and firm champions.

Location: This role is remote within the US, with a preference for candidates in Los Angeles, Las Vegas, San Francisco, or Phoenix. Up to 50% travel is required for onsite customer engagements and training sessions.

Salary: $115,000–$130,000

Company

hirify.global is a rapidly growing vertical SaaS company utilizing AI to empower personal injury lawyers and victims, backed by leading Venture Capital firms.

What you will do

• Lead comprehensive onboarding sessions, including trial kickoffs, live demos, and tailored training for new customers.
• Facilitate smooth handoffs from Sales to Customer Success by ensuring accurate information collection and documentation.
• Develop and deliver high-impact onboarding and training sessions to ensure effective platform usage.
• Collaborate closely with cross-functional teams (Sales, CS, Product, Engineering) to address customer requirements and feedback.
• Act as the primary point of contact during the onboarding trial period, tracking key metrics and escalating issues.
• Engage with key decision-makers to establish strategic success metrics and ensure alignment on implementation milestones.

Requirements

• 5+ years of experience in customer onboarding, implementation, or success roles, preferably within 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.
• High technical aptitude with a strong understanding of SaaS platforms and relevant legaltech applications.
• Willingness to travel up to 50% as required for onsite customer engagements and training sessions.

Culture & Benefits

• Choice of medical, dental, and vision insurance plans for you and your family.
• Flexible paid time off, sick leave, short-term and long-term disability, and paid parental leave.
• 401(k) for US-based employees and RRSP for Canada-based employees.
• Home office stipend and a local in-person meet-up program.
• Company hubs in San Francisco and Toronto.
• Commitment to diversity and inclusion as an equal opportunity employer.