EvenUp

• Own the technical and operational setup for our customers. • Translate firm Standard Operating Procedures into EvenUp by setting up Smart Workflows, task plans, and document templates. • Draft, test, and refine prompts, exercising strong judgment on quality thresholds for v1 launches. • Write and execute SQL queries to configure custom firm reports, ensuring data accurately reflects the firm's needs. Manage complex data mapping, including provider contact entity linking. • Design User Acceptance Testing (UAT) end-to-end scenarios, conduct UAT alongside extended teams, provide mock plugs for integrations, and meticulously validate all use cases in staging environments to ensure production readiness. • Draft training schedules, coordinate with external stakeholders, and partner with internal ops teams to update internal processes (e.g., mailroom/fax attribution). • Triage critical failures during rollout, identify missed use cases, and prioritize them in the product backlog to continuously improve the platform.

• Own the editorial calendar: Build, maintain, and execute a weekly and quarterly content calendar aligned to company priorities • Write and edit content: Produce and edit content across multiple formats and channels, including blogs, executive thought leadership, customer stories, product narratives, and company announcements • Translate complexity into compelling narratives: Turn complex AI, legal, and business topics into clear, engaging, and customer-focused content • Set and maintain editorial standards: Ensure all content meets high standards for accuracy, clarity, tone, structure, and consistency across channels • Conduct research: Independently research topics, validate claims, and synthesize information into clear narratives • Apply a customer-first lens: Ensure content addresses real customer questions, pain points, and industry trends • Partner cross-functionally: Work directly with Product, Marketing, Sales, Customer Success, and executives to source stories and align messaging • Drive thought leadership: Help shape executive and company narratives that position EvenUp as a leader in AI and legal technology • Own narrative intelligence: Track industry trends, media coverage, customer conversations, and competitive positioning to identify where EvenUp should lead or proactively enter the conversation • Track performance: Monitor content performance and refine editorial strategy based on results and audience engagement

• 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. • Maximize trial utilization and enhance customer retention and satisfaction through proactive onboarding management. • 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 (AEs), Customer Success Managers (CSM), Product, Legal/Medical Operations, and Engineering teams to ensure customer requirements and feedback are promptly addressed. • Engage with key decision-makers and firm champions to establish strategic success metrics and ensure alignment on implementation milestones.

• Craft Strategic Narrative & GTM: Define the value proposition and messaging for EvenUp’s platform—spanning core capabilities, integrations, and cross-product features. Drive go-to-market strategies that shape positioning, launches, campaigns, and ecosystem engagement. • Partner with Product, Sales & Engineering: Collaborate closely with product management, sales, customer success, and enablement to align roadmap priorities, messaging, and launch strategy. • Think Creatively About Content & Campaigns: Bring fresh, out-of-the-box ideas to how we tell our story in the market. Develop compelling collateral, campaigns, and creative assets—ranging from solution briefs to demos to thought-leadership content—that capture attention and resonate with diverse audiences. • Build Strong Customer Relationships: Engage directly with customers to deeply understand their needs, workflows, and aspirations. Use these insights to refine messaging, shape campaigns, and create customer-centric content. Develop advocates who can amplify our story through case studies, testimonials, and co-marketing opportunities. • Enable Sales & Internal Teams: Create imaginative enablement materials—such as sales playbooks, competitive insights, one-pagers, solution briefs, presentations, and demos—to empower teams to articulate platform value with confidence and creativity. • Launch & Market Expansion: Lead platform-level launches and promotional initiatives. Experiment with new ways to engage customers and prospects across digital, social, analyst relations, events, and demand generation. • Research & Competitive Analysis: Conduct market research, competitive intel, and customer insights to refine messaging, uncover new opportunities, and support strategic planning.

• Serve as the primary owner of client outcomes, maintaining end-to-end accountability for the project lifecycle and proactively navigating obstacles to drive implementations to a successful, high-impact completion. • Develop and manage a comprehensive project plan for each customer enterprise platform delivery, ensuring alignment with customer needs and company goals. • Oversee workstreams including data migration, system configuration, user onboarding, change management, and go-live support. • Coordinate with Product, Engineering, and customer project teams to deliver on time and within scope. • Provide project health, status and risk management oversight, keeping various internal and external customer sponsors engaged. • Configure platform settings, including user permissions, workflow rules, and reporting tools, to meet customer requirements. • Ensure secure and scalable access controls, including API integrations, in collaboration with Engineering teams. • Lead User Acceptance Testing (UAT) to validate platform functionality and usability. • Deliver onboarding programs, including end-user training for operational staff and executive training for leadership teams. • Leverage change management principles to ensure training programs drive adoption and minimize disruption. • Design and implement customer adoption strategies using change management fundamentals to ensure high user engagement and platform success. • Develop and execute tailored adoption and programs, including stakeholder communication plans, training initiatives, and feedback loops to address resistance and build buy-in. • Drive user adoption through proactive change management, hands-on support. • Provide break-fix triage during platform deployment to address critical issues. • Monitor system performance and uptime to ensure reliability for customers. • Conduct regular status meetings with customers to gather feedback and ensure satisfaction. • Act as the primary point of contact for customer project teams, facilitating requirements gathering and adoption feedback. • Travel to customer sites (up to 30% travel) to support onboarding, training, and go-live activities. • Build strong relationships with enterprise stakeholders to ensure alignment and success.

Role Description Integration Specialists are the operational backbone of EvenUp's integration delivery pipeline. You'll own the intake, configuration, and go-live of system integrations between EvenUp and legal Case Management Systems (CMS) — working closely with the sales team to move new customers efficiently from signed contract into a live, functioning integration. This role is primarily internal and operational. You'll manage the intake funnel, keep multiple concurrent integration projects organized and progressing, and coordinate across Engineering, Product, and Customer Success to deliver on time. Customer communication is part of the job, but the core of your work is building and running a reliable, scalable integration delivery process. What you'll do - Integration intake & project operations - Partner with the sales team to intake new integration requests efficiently — qualifying scope, gathering requirements, and translating deals into actionable project plans - Manage a portfolio of concurrent customer integration projects using agile methodologies (Kanban, Jira), maintaining clear status visibility across all active work - Drive projects from kickoff to go-live, coordinating internal stakeholders (CS, Support, Product, Engineering) to resolve blockers and keep timelines on track - Identify process gaps in the intake and delivery pipeline and recommend improvements that increase throughput and consistency - Technical configuration & delivery - Configure and manage API-based integrations using a combination of configuration modules and data mapping (SQL, JSON, SOQL) - Perform data validation and troubleshooting across integrated systems using tools like Postman, Metabase, and Workbench - Develop and maintain setup procedures for new and existing integrations as they evolve - Documentation & enablement - Create and maintain integration playbooks, setup guides, and internal runbooks - Produce clear, accessible documentation that allows sales and CS to accurately represent integration scope and timelines - Translate technical concepts into language appropriate for internal non-technical stakeholders and, when needed, customers Qualifications - 3-5 years delivering integrations in SaaS or solution delivery contexts - Proven ability to manage multiple concurrent projects and keep them moving - Experience working closely with sales or pre-sales teams on intake and scoping - Technical fluency: JSON, APIs, data mapping between systems - Ability to read and understand code structure without necessarily writing it - Comfort with Postman for API testing and basic data validation - Experience with Jira and Confluence for project tracking and documentation - Report building experience (Metabase or equivalent) - Agile/Kanban process experience Requirements - SQL proficiency (especially for Metabase queries and troubleshooting) - Familiarity with Salesforce/SFDC, Metabase, Temporal, or Workbench - Experience with legal tech or case management platforms - Hands-on experience with EvenUp's EU Portal, Demands, or Playbooks Benefits - Choice of medical, dental, and vision insurance plans for you and your family. - Additional insurance coverage options for life, accident, or critical illness. - Flexible paid time off, sick leave, short-term and long-term disability. - 10 US observed holidays, and Canadian statutory holidays by province. - A home office stipend. - 401(k) for US-based employees and RRSP for Canada-based employees. - Paid parental leave. - A local in-person meet-up program. - Hubs in San Francisco and Toronto.

• Lead comprehensive onboarding sessions for new customers, including trial kickoff calls, live demos, and tailored training sessions covering EvenUp’s suite of products. • 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 (e.g., trial kickoff call, product feedback meetings, account reviews, and transition calls). • Develop and deliver high-impact onboarding and training sessions to equip customers with the skills necessary to use EvenUp’s platform effectively. • Lead product demonstrations covering key features of EvenUp’s Claims Intelligence Platform. • Ensure all potential users are active in the EvenUp portal and support continuous learning through follow-up sessions and best-practice sharing. • Collaborate closely with Account Executives (AEs), Customer Success Managers (CSM), 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 (e.g., user engagement, demand submissions, software utilization) via platforms like Vitally and escalating issues when necessary. • Mentor and support junior onboarding team members while refining onboarding strategies to achieve higher trial conversion rates. • Engage with key decision-makers and firm champions to establish strategic success metrics and ensure alignment on implementation milestones. • Lead high-level review sessions (e.g., account strategy sessions and transition meetings) to discuss trial performance, identify upsell or cross-sell opportunities, and gather actionable feedback. • Advocate for continuous customer improvement by initiating meetings with customers to troubleshoot problems, optimize workflows, and set clear next steps toward long-term success.

• Manage the end-to-end training and adoption journey for 5-6 enterprise law firms simultaneously. • Help design the templates, digital videos, and documentation that define what "good" looks like for a successful rollout. • Develop tailored adoption plans for diverse firm roles—from paralegals to managing partners. • Lean into AI tools to automate your own workflows and build "lean" operations. • Travel (up to 70%) to law firms across the country to lead intensive training weeks and build trust in person. • Act as a critical feedback loop between our clients and our Engineering/Product teams to ensure the platform evolves with our users' needs.

EvenUp is on a mission to close the justice gap using technology and AI. We empower personal injury lawyers and victims to get the justice they deserve. Our products enable law firms to secure faster settlements, higher payouts, and better outcomes for victims injured through no fault of their own in vehicle collisions, accidents, natural disasters, and more. We are one of the fastest-growing vertical SaaS companies in history, and we are just getting started. EvenUp is backed by top VCs, including Bessemer Venture Partners, Bain Capital Ventures, SignalFire, and Lightspeed. We are looking to expand our team with talented, driven, and collaborative individuals who seek to have a lasting impact. Learn more at www.evenuplaw.com. What you'll do: - Grow top of sales funnel through cold outbound campaigns - Generate sales-ready meetings and opportunities for Account Executives using EvenUp’s qualification criteria - Utilize your active listening skills to understand and uncover customer needs and business problems to effectively communicate how EvenUp can solve them - Identify high-potential areas of growth and develop and execute outbound strategies to get them on EvenUp - Develop strong sales and product knowledge - Partner with Growth, Marketing, and Customer Success to provide the best possible content and first impressions for new customers - Research companies and add prospects to our outbound list - Maintain accurate client relationship data within our CRM What we look for: - 8+ months of experience in Sales Development - Familiarity with SaaS or service-oriented business models - Experienced with generating outbound leads - CRM experience - Excellent communication and interpersonal skills Notice to Candidates: EvenUp has been made aware of fraudulent job postings and unaffiliated third parties posing as our recruiting team – please know that we have no affiliation or connection to these situations. We only post open roles on our career page (evenuplaw.com/careers) or reputable job boards like our official LinkedIn or Indeed pages, and all official EvenUp recruitment emails will come from the domains @evenuplaw.com, @evenup.ai, @ext-evenuplaw.com, no-reply@ashbyhq.com or no‑reply@canditech.io email addresses. To ensure fairness and proper consideration, we do not accept resumes or expressions of interest via email or social media messages. If you’re interested in a role, please submit your application directly through our careers page. If you receive communication from someone you believe is impersonating EvenUp, please report it to us at talent-ops-team@evenuplaw.com. Examples of fraudulent domains include “careers-evenuplaw.com” and “careers-evenuplaws.com”. Benefits & Perks: As part of our total rewards package, we offer attractive benefits and perks to our employees, including: - Choice of medical, dental, and vision insurance plans for you and your family. - Additional insurance coverage options for life, accident, or critical illness. - Flexible paid time off, sick leave, short-term and long-term disability. - 10 US observed holidays, and Canadian statutory holidays by province. - A home office stipend. - 401(k) for US-based employees and RRSP for Canada-based employees. - Paid parental leave. - A local in-person meet-up program. - Hubs in San Francisco and Toronto. Please note the above benefits & perks are for full-time employees EvenUp is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

• Lead multiple concurrent customer onboarding projects, managing API-based configurations and data mapping using SQL and JSON to ensure seamless connectivity. • Develop and refine standardized setup procedures for new and existing integrations as they transition into production to improve efficiency and reliability. • Coordinate closely with customer teams and internal partners across Customer Success, Support, Product, and Engineering to drive project health. • Track and manage project status using agile methodologies (Kanban/Jira) to ensure a high-quality and timely customer experience.