Description
Filevine is a Legal AI company delivering Legal Operating Intelligence for the future of legal work. Grounded in a singular system of truth, Filevine brings together data, documents, workflows, and teams into one unified platform,where modern legal work happens with clarity and consistency.
The Partner Onboarding Specialist is an essential, internal function that supports Filevine Sales and our Certified Implementation Partners (CIP). The role's primary goal is to ensure a successful start to implementation by establishing correct expectations, project scope, and partner fit for every customer.
Responsibilities
Sales Support & Early Alignment
- Work closely with Sales to improve discovery quality prior to implementation.
- Refine activities to thoroughly document customer processes, technical landscape, requirements, and KPIs upfront.
- Validate implementation-relevant details, assumptions, and expectations by reviewing Sales and discovery calls for accuracy before issuing quotes.
- Help Sales and Partners align customers to the right implementation partner based on implementation complexity.
Partner & Scope Alignment
- Validate Certified Implementation Partners’ Statements of Work (SOWs) to ensure scope aligns with customer needs uncovered during discovery.
- Improve CIP quote accuracy by ensuring partners are working from complete and accurate discovery inputs.
- Address gaps earlier in the process to reduce the need for post-quote discovery calls, rework, and clarifications.
- Guide partner selection based on compatibility to ensure a more balanced and diverse distribution.
Requirements
- 6+ years of experience in customer success, implementation coordination, onboarding, or account management roles (SaaS or technology preferred).
- Experience working cross-functionally with Sales, Implementation, and external partners,particularly in post-sale or pre-implementation contexts.
- Strong understanding of implementation scoping, partner models, and statement-of-work validation.
- Proven ability to identify risk early and improve outcomes through process, clarity, and alignment.
- Highly organized with strong data tracking, reporting, and analytical skills.
- Comfortable operating in ambiguity and influencing outcomes without direct ownership.
- Experience with Salesforce is a plus.
- Legal industry experience is preferred.
Additional Information
- Proven ability to maintain focus, productivity, and composure in high-stress, fast-paced in-person environments.
- Highly adaptable to working in open-office layouts while staying focused and respectful of colleagues.
- Skilled at handling high-priority Zoom calls with upset customers on short notice, using empathy and composure to resolve complex issues.
Benefits
- Medical, Dental, & Vision Insurance (for full-time employees)
- Competitive & Fair Pay
- Maternity & paternity leave (for full-time employees)
- Short & long-term disability
- Opportunity to learn from a dedicated leadership team
- Top-of-the-line company swag