Customer Onboarding Specialist

Customer Onboarding Specialist

OVERVIEW

MinuteBox

• Loved by legal professionals
• Supercharging legal work
• Fast, efficient and fun

Our customers turn hours of legal work into minutes by supercharging their workflows. Along with you, we're shaping the future of legal, regulatory and compliance work. Join us

Shape the Future

For too long legal software has been difficult, boring and stuck in the '90s. We're shaping the future of legal work with fun, delightful products that bring joy to our users and that adds value to their work.

Accomplishing this begins with a great team that cares about our customers, our values and each other.

Make a Big Impact

Legal technology is the last frontier awaiting its technological revolution in the workplace and MinuteBox is at the forefront. We are taking on a massive market and a massive problem across various domains and practice areas.

Company Culture

MinuteBox is a place where leaders are born. Our founding team and senior management believe in empowering you to lead and excel at what you do best. We value mental and physical health and well-being and strive to create a positive work environment for everyone.

About the Job

Customer Onboarding Specialist

MinuteBox is a cloud-based platform used by law firms, large companies, and accounting firms for entity management, corporate governance, minute book storage and workflow automation. Its innovative suite of products are used by some of Canada's largest legal departments and global professional services organizations.

The team has created the most powerful, accessible and secure legal technology available and the company is growing quickly as they continue to expand their footprint across North America.

You will play a key role in the customer journey by owning our customers "first success" of using MinuteBox. You will serve as the direct point of contact for new customers while coordinating cross functional efforts with other areas of the business for an extraordinary customer experience. On the Customer Success Team you will work closely with our Trainers, Customer Success Associates & Managers to understand business needs and maintain a positive experience for our customers.

You have the ability to multi-task and have a true passion for problem-solving and helping customers achieve their business goals. This is a critical role whose priority is to successfully onboard new customers, train users, provide consultation focused on utilization and adoption of MinuteBox. A passion for software and new technologies is also a must.

As a Customer Onboarding Specialist, you will report to the Manager, Customer Onboarding and work alongside the Customer Success Team, applying the strategies and solutions required to meet and exceed satisfaction of new and existing customers.

PREREQUISITES

• Excellent communication skills and the ability to work as a member of a team as well as independently.
• Solid presentation skills with both a passion for and experience working with B2B SaaS products and ability to dynamically adjust communication for technical and non-technical audiences
• Ability to collaborate with others and work as a team to deliver meaningful results, and prioritizing group needs over individual needs
• High attention to detail and the ability to manage a varied workload, in an evolving environment. Organizational skills are an asset.
• Excellent Time management and prioritization skills with the ability to juggle demands and meet deadlines
• Proficient in MS office & Excel, Google Suites
• Highly self motivated and comfortable operating in a fast-growing, rapidly changing and dynamic organization with a self-governing, roll-up-your-sleeves culture.

RESPONSIBILITIES

• Own and manage the customer relationship from post-sale through a successful implementation and onboarding
• Work with Customer Success team on all aspects of post-sales communications with customers from answering emails and calls regarding implementation
• Assist in the development of onboarding documentation, project management and processes for new and existing customers
• Proactively drive results by assisting with a portfolio of enterprise projects, managing risks and issues, and leading projects to achieve desired goals while keeping cross functional teams accountable to business objectives
• Collaborate with the Product and Customer Success team to provide high-level status updates and convey and blockers to ensure seamless partnership
• Ensure to include all stakeholders in the project and ensure with the assistance of the Customer Success Teams that project updates and timelines are accurately communicated to our customers
• High attention to detail and the ability to manage a varied workload, with great organizational skills in managing multiple projects while following procedures
• Proficient in utilizing Project Management tools and synthesizing data and creating reports to align with project deadlines and metrics both internally and externally
• Support the reporting of various KPIs across the MinuteBox organization and help to develop measurements to understand the impact of a successful implementation.
• Clearly communicate and guide customers on their product journey as a trusted advisor

About the Role

• Permanent salaried employee
• Hybrid work environment
• Salary commensurate with experience

Why choose MinuteBox?

• We are a group of passionate and thoughtful people working together to fundamentally change the way legal work gets done
• We are growing quickly Plus, MinuteBox is the highest-rated platform on the popular G2 Crowd software review website
• We have all the fun perks you'd expect—flexible vacation policy, competitive vision, dental, and health benefits, team lunches, and socials (yes, even remotely)
• We are proud of our culture and care about it deeply—we live by our team values and are always trying to make MinuteBox a better company today than it was yesterday
• We encourage learning, growth, continuous improvement, and provide the freedom to experiment

Not sure if you qualify?

Apply anyway We extend opportunities to a broad array of candidates, including those with diverse workplace experiences and backgrounds. Whether you're new to the corporate world, returning to work after a gap in employment, or simply looking to transition or take the next step in your career path, we are excited to connect with you.

MinuteBox Values Diversity and Equal Opportunity

MinuteBox is an equal opportunity employer and as such, we do not discriminate on the basis of race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by applicable laws. We are dedicated to growing a diverse team of highly talented individuals and creating an inclusive environment where everyone feels empowered to bring their best and authentic selves to work .If you require any accommodations during the recruitment process, whether it be alternate forms of material, accessible meeting rooms, etc., please let us know and we will work with you to meet your needs.