Partner Onboarding Specialist

The role

This role supports Filevine Sales and Certified Implementation Partners before implementation starts. The specialist works on discovery quality, scope, and partner fit for each customer.

What you will do

• Work with Sales to improve discovery quality before implementation
• Document customer processes, technical landscape, requirements and KPIs upfront
• Validate implementation details and assumptions in Sales and discovery calls before quotes are issued
• Help Sales and partners match customers to the right implementation partner by complexity
• Validate partner Statements of Work against customer needs
• Improve partner quote accuracy using complete discovery inputs
• Address gaps early to reduce rework and clarifications
• Guide partner selection for a more balanced and diverse distribution

Required qualifications

• 6+ years in customer success, implementation coordination, onboarding, or account management
• Experience working cross-functionally with Sales, Implementation, and external partners
• Strong understanding of implementation scoping, partner models, and statement-of-work validation
• Proven ability to identify risk early and improve outcomes
• Highly organized with strong data tracking, reporting, and analytical skills
• Comfortable operating in ambiguity and influencing outcomes without direct ownership
• Proven ability to stay focused and composed in high-stress, fast-paced in-person environments
• Adaptable to open-office layouts
• Able to handle high-priority Zoom calls with upset customers on short notice

Nice to have

• 4-year Bachelor's degree (or equivalent)
• Experience with Salesforce
• Legal industry experience
• SaaS or technology experience

Benefits

• Medical, dental, and vision insurance (full-time employees)
• Competitive and fair pay
• Maternity and paternity leave (full-time employees)
• Short and long-term disability
• Opportunity to learn from a dedicated leadership team
• Company swag

Before you apply

• Most roles in the listed metro areas are fully onsite

About the company

Filevine is a Legal AI company delivering Legal Operating Intelligence through its unified platform, powered by LOIS. The company has earned AI awards and recognition from Deloitte and Inc. as one of the fastest-growing technology companies in the country.