Key Responsibilities Lead complex onboarding projects for large or high-value law firms, serving as the main point of contact from kickoff through go-live. Dive deep into client workflows and business processes, uncovering inefficiencies and identifying opportunities to streamline operations using our software. Design and configure product setups that align directly with each firm’s goals, ensuring the platform fits seamlessly into their day-to-day practice management. Facilitate process-mapping and discovery sessions, translating client needs into actionable configuration and training plans. Collaborate cross-functionally with internal teams (Sales, Product, Training, Account Management, Support) to deliver a unified client experience. Proactively manage project timelines, risks, and milestones, keeping clients and stakeholders informed and confident throughout the implementation journey. Champion user adoption, developing rollout strategies and change management approaches that empower clients to fully embrace new workflows. Continuously refine onboarding frameworks and best practices to improve efficiency, scalability, and client outcomes.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees