RESPONSIBILITIES

Onboarding & Adoption

• Lead the onboarding process for new accounts in their first 90 days, creating and executing comprehensive onboarding plans with support from Services and Onboarding teams
• Ensure successful initial platform implementation, user activation, and first case success
• Drive early adoption by training key users, establishing best practices, and demonstrating quick wins
• Monitor onboarding metrics and user engagement to identify and address adoption barriers

Engagement & Value Realization

• Develop and execute strategic engagement plans tailored to each customer’s business objectives and use cases
• Conduct regular check-ins, training sessions, and strategic planning meetings to maximize platform utilization
• Increase product usage and feature adoption through targeted trainings, webinars, and exposure to Nextpoint’s full capabilities
• Source new cases and use cases within existing accounts, demonstrating how Nextpoint can support additional matters and practice areas
• Partner with Account Managers to conduct Quarterly Business Reviews (QBRs), presenting usage insights, value realization metrics, adoption progress, 
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