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Customer Onboarding Project Manager ›

Filevine

This job is no longer accepting applications

Operations, Customer Service

Chicago, IL, USA

Posted on Aug 30, 2025

Validate certified implementation partner’s statements of work and ensure customers are assigned to an appropriate partner.
Track and monitor internal data to ensure up-to-date and accurate information is provided by partners and customers.
Review sales calls and partner/customer calls to ensure correct information is being communicated and expectations are aligned.
Check in with customers during the implementation process to address questions and maintain satisfaction.
Maintain relationships and lead communication channels between customers, partners, and internal teams during escalations.
Monitor progress to ensure implementation issues and roadblocks are resolved effectively.
Ensure partner and customer expectations are aligned throughout the process.
Validate customers have been launched successfully with the product.
Monitor customer usage and flag at-risk customers for intervention.
Collect satisfaction scores and identify successful customer stories showcasing Filevine’s value.

6+ years of experience in customer success, account management, or implementation coordination roles, ideally in SaaS or technology solutions.
Experience working post-sale with cross-functional teams (sales, customer success, and implementation partners).
Proven track record of managing partner relationships and ensuring contractual/statement-of-work compliance.
Proficiency in data tracking, reporting, and analysis to monitor partner and customer progress.
Strong organizational and time management skills to handle multiple customers and partners simultaneously.
Legal experience is a plus!

This job is no longer accepting applications