Partner Onboarding Specialist

Role Summary

The Partner Onboarding Specialist is an essential, internal function that supports Filevine Sales and our Certified Implementation Partners (CIP). The role's primary goal is to ensure a successful start to implementation by establishing correct expectations, project scope, and partner fit for every customer.

This function focuses on coordinating internal teams and partners to align on best practices. By intervening before and during the transition to implementation, this role helps improve the quality of discovery and overall readiness. This proactive approach significantly reduces the risk of rework, escalations, and misalignment in later stages, ultimately delivering a smoother and more successful implementation experience for Filevine customers.

Responsibilities

Sales Support & Early Alignment

• Work closely with Sales to improve discovery quality prior to implementation.
• Refine activities to thoroughly document customer processes, technical landscape, requirements, and KPIs upfront.
• Validate implementation-relevant details, assumptions, and expectations by reviewing Sales and discovery calls for accuracy before issuing quotes.
• Help Sales and Partners align customers to the right implementation partner based on implementation complexity (for example, basic setup versus complex implementation).

Partner & Scope Alignment

• Validate Certified Implementation Partners’ Statements of Work (SOWs) to ensure scope aligns with customer needs uncovered during discovery.
• Improve CIP quote accuracy by ensuring partners are working from complete and accurate discovery inputs.
• Address gaps earlier in the process to reduce the need for post-quote discovery calls, rework, and clarifications.
• Guide partner selection based on compatibility to ensure a more balanced and diverse distribution.

Requirements

• 6+ years of experience in customer success, implementation coordination, onboarding, or account management roles (SaaS or technology preferred).
• 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.
• Proven ability to identify risk early and improve outcomes through process, clarity, and alignment.
• Highly organized with strong data tracking, reporting, and analytical skills.
• Comfortable operating in ambiguity and influencing outcomes without direct ownership.
• Experience with Salesforce is a plus.
• Legal industry experience is preferred.

In addition to the qualifications listed above, we expect that our team members have the following:

• Proven ability to maintain focus, productivity, and composure in high-stress, fast-paced in-person environments.
• Highly adaptable to working in open-office layouts while staying focused and respectful of colleagues.
• Skilled at handling high-priority Zoom calls with upset customers on short notice, using empathy and composure to resolve complex issues.

Benefits

Cool Company Benefits

• A dynamic, rapidly growing company, focused on helping organizations thrive
• Medical, Dental, & Vision Insurance (for full-time employees)
• Competitive & Fair Pay
• Maternity & paternity leave (for full-time employees)
• Short & long-term disability
• Opportunity to learn from a dedicated leadership team
• Top-of-the-line company swag

Privacy Policy Notice

• Filevine will handle your personal information according to what’s outlined in our Privacy Policy .
• Communication about this opportunity, or any open role at Filevine, will only come from representatives with email addresses using " filevine.com ". Other addresses reaching out are not affiliated with Filevine and should not be responded to.

Location Note

• We require full-time, in-person work in Salt Lake City (Sugar House).
• Work Location Expectation: Unless otherwise specified, this position is based out of our San Francisco, Chicago, Salt Lake City or New York offices. Candidates residing in or near these metro areas are expected to work on a hybrid (2-3 days in-office/week) or fully onsite basis.

About the Company

About Filevine

Filevine is changing the way legal work gets done for law practitioners and their clients. As the leading legal operating system, Filevine is dedicated to empowering organizations with tools to simplify and elevate complex, high-stakes legal work. Powering everything from document and case management to timekeeping, billing and business analytics, over 3,400 law firms and legal teams use Filevine daily to deliver excellence.

With these groundbreaking AI features, Filevine is empowering law firms and legal teams to deliver excellence to their clients with unprecedented speed and efficiency.