Partner Onboarding Specialist
Core
Ensure successful customer implementation starts by aligning Sales, Certified Implementation Partners, and customers on scope, expectations, and partner fit before and during the transition.
Role type
Senior implementation coordination specialist (SaaS/Technology)
Builds
Implementation readiness and partner alignment for Filevine's Legal Operating Intelligence platform
Domain
Legal technology / SaaS implementation
Deliverable
product features
Required skills
Implementation scoping, partner model management, Statement of Work (SOW) validation, cross-functional coordination, risk identification, data tracking, analytical skills
Preferred skills
Salesforce proficiency, Legal industry experience
Responsibilities
Refine customer discovery activities to document processes and requirements; Validate implementation details and assumptions before quoting; Guide partner selection based on implementation complexity; Validate Certified Implementation Partners' Statements of Work to ensure scope alignment; Address process gaps early to reduce rework and escalations
Seniority
Senior, hands-on IC
