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ZipLiens

Resolves medical and insurance settlement liens

Director of Onboarding & Enablement

Customer Education & Training +1Confirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • At least 5 years of experience in customer onboarding, implementation, customer education, or enablement within B2B SaaS or tech-enabled services, including at least 3 years owning an end-to-end program or leading a team.
  • Experience building an onboarding or implementation program from scratch, or materially rebuilding one, with measurable results.
  • Hands-on content creation experience across knowledge base articles, video tutorials, decks, one-pagers, and structured training curricula.
  • Experience driving adoption of a customer-facing portal or platform.
  • Ability to run programs across teams that do not report to the role, with clear ownership and follow-through.
  • Ability to operate as a founding function owner, setting priorities independently and bringing forward recommendations.
  • Proficiency with enablement and support tools such as knowledge base and help center platforms, video and screen capture tools, learning management systems, and customer relationship management tools such as HubSpot.
  • A bachelor's degree is required.
  • Ability to travel up to 20%.

Responsibilities

  • Own the end-to-end new customer implementation experience, from signed agreement through steady state, including stage definitions, named owners on both sides, timelines, and service commitments.
  • Run onboarding across the book of business, coordinating with Customer Success Managers, Account Managers, Operations Leads, and Product Support so every customer receives a consistent standard of experience.
  • Define and maintain onboarding paths by package and segment, including pilots, custom engagements, cross-product deals, and vertical-specific structures such as Mass Tort matters and programs.
  • Identify onboardings trending off track and own interventions, including root cause analysis that informs program design.
  • Partner with leaders across Customer Success, Sales and Partnerships, Lien Resolution Operations, Product, and Finance to surface implementation risk early and align onboarding decisions with portfolio health and revenue-impacting strategy.
  • Create and maintain customer-facing knowledge base, tutorial and walkthrough video library, one-pagers, and training materials supporting portal adoption and workflow best practices.
  • Own kickoff and training curriculum design, including live sessions, self-serve paths, and refresher training throughout the partnership.
  • Build and maintain internal training, certification, and ramp materials for customer-facing teams, and identify capability gaps to address through structured curriculum.
  • Maintain a single source of truth for enablement content, with versioning, review cadence, named owners, and continuity with marketing brand and voice guidelines.
  • Define and report onboarding and enablement KPIs, including time to value, onboarding completion, training participation, content utilization, and early adoption.
  • Use AI and data to optimize onboarding, identify where customers stall from adoption, completion, and support signals, and apply automation and AI-assisted content development to improve early customer outcomes.
  • Own post-onboarding feedback collection and translate results into program changes.
  • Surface onboarding and adoption friction to Product with supporting evidence and advocate for changes that reduce implementation effort.
  • Own the Sales and Business Development handoff, including the scope, success criteria, and customer context needed for onboarding to begin effectively.
  • Partner with the Director of Customer Success on transition from onboarding to ongoing account management.
  • Partner with Single Event Operations so customer-facing training reflects operational workflows.
  • Partner with Marketing on brand, voice, and production standards for customer-facing collateral and video; partner with Product Marketing on strategies and content for new releases, value proposition, and objection handling.
  • Define the needs of the Onboarding and Enablement function at current and future scale, and recommend its structure, roles, and hiring sequence.
  • Build documentation that allows the program to operate without depending on one person's memory.
  • Design the program for extension into new verticals and business lines without requiring a rebuild.

Desired Qualifications

  • Instructional design or adult learning experience.
  • A bachelor's degree focused in business, communications, education, or a related field.
  • Experience in legal services, personal injury, or litigation-adjacent technology.

About the Company

ZipLiens

Resolves medical and insurance settlement liens

ZipLiens resolves healthcare and insurance liens for personal injury law firms, addressing repayment claims against clients' settlements. Its attorneys and analysts verify amounts, challenge unrelated treatment charges and negotiate with insurers, government programs and medical providers. Firms buy this work as a service, while a proprietary portal keeps case records, progress updates and communications in one place. The company also develops lien resolution strategies for mass tort cases, coordinating individual claims and broader settlement programs so firms can manage the work across a group of claimants. ZipLiens traces its operating roots to 2018 and is headquartered in Louisville, Kentucky.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Louisville, KY
Founded
2018

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