• Own and drive the post-sale onboarding process for new EvenUp customers, ensuring they achieve rapid adoption and sustained value from our platform • Lead strategic onboarding sessions, coordinate with cross-functional teams, and work directly with key decision-makers and end-users • Maximize trial utilization and ultimately enhance customer retention and satisfaction • Develop and deliver high-impact onboarding and training sessions to equip customers with the skills necessary to use EvenUp’s platform effectively • 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 • Engage with key decision-makers and firm champions to establish strategic success metrics and ensure alignment on implementation milestones • Mentor and support junior onboarding team members while refining onboarding strategies to achieve higher trial conversion rates.