• 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. • Facilitate the smooth handoff from Sales to Customer Success by ensuring all critical customer information is accurately collected and documented. • Implement a structured onboarding process for your clients, ensuring that key milestones are met. • 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, Customer Success Managers, Product, Legal/Medical Operations, and Engineering teams to ensure customer requirements and feedback are promptly addressed. • Act as the primary point of contact during the onboarding trial period, tracking key metrics and escalating issues when necessary. • Lead high-level review sessions to discuss trial performance, identify upsell or cross-sell opportunities, and gather actionable feedback.