Filevine
Partner Onboarding Specialist
Salt Lake City, Utah · On-site · Full-time · Posted Aug 22, 2025
- Experience
- 6+ years in customer success, implementation coordination, onboarding, or account management roles.
About the job
Coordinates Sales and Certified Implementation Partners to improve discovery, validate scope and partner fit, and prepare customers for successful implementation.
What you'll do
- Work with Sales to document customer processes, technical needs, requirements, and KPIs, and validate discovery details before quotes are issued.
- Validate partner Statements of Work and quote inputs against customer needs; identify gaps early to reduce rework and clarifications.
- Help align customers with suitable implementation partners and coordinate internal teams and partners on best practices.
What they ask for
- 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.
- Ability to identify risks early and improve outcomes through process, clarity, and alignment.
- Strong organization, data tracking, reporting, and analytical skills; able to operate in ambiguity and influence without direct ownership.
Nice to have
- SaaS or technology experience; Salesforce experience is a plus.
- Legal industry experience.
Tools
Salesforce, Zoom
Model-written summary · the original posting is authoritative