Data Implementation Consultant, CASEpeer

at  AffiniPay

HI, WE’RE AFFINIPAY!

AffiniPay is a leading fintech company, based out of Austin, Texas. As the market leader in professional services payments and practice management software, AffiniPay’s tech products serve legal, accounting, architectural, engineering and construction firms. AffiniPay has been recognized as one of Inc. 5000’s fastest growing companies in the U.S. for 11 years in a row, and as a result, our teams continue to grow as well!
Our team is in search of an Onboarding Implementation Specialist to help support our CASEpeer product. CASEpeer, an AffiniPay company, is a top-rated legal case management software solution for personal injury law firms. As an Onboarding Implementation Specialist, you will work closely with our clients to ensure a smooth onboarding process. You will work with other internal teams such as Sales, Client Success and Development in order to gather and analyze our client data. You will play a critical role in ensuring our clients’ experience with their data migration is Surprisingly Great by completing data reviews and maintaining an open line of communication.

What You’ll Do:

• Communicate directly with clients, primarily through email, phone, Zoom, and work closely with our internal Sales, Client Success and Development teams to ensure a smooth onboarding process.
• Enhance our client’ s data migration experience by completing data reviews and maintaining an open line of communication.
• Collaborate with the Data Implementation team to gather and analyze client data.
• Execute assigned tasks while working with Data Engineers and reporting to our Data Implementation Manager.
• Advocate for the client while capturing their feedback to pass on to management.
• Adaptable and eager to learn in a changing environment.
• Dedicated to meeting expectations and deadlines of our clients

About You:

• 2+ years of experience in a client-facing role
• Excellent communication and organizational skills
• Proficient in Microsoft Excel and Word
• Project management experience
• Outstanding time management skills
• Bachelor’s degree or equivalent experience
• Case management or legal experience preferred
• Familiarity with business to business (B2B) environments
• If you live near our offices in Austin or San Diego, we work in a hybrid capacity!

Additional Information:
The pay range for this position is between $50,000-$65,000 USD annually. AffiniPay is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education.
This is an hourly, non-exempt position eligible for overtime.

OUR STORY

Founded in 2005, AffiniPay’s mission is to build technology products that helps professionals focus on the work they love. As the leader in the professional payments industry, AffiniPay’s products serve legal, accounting, architectural, engineering and construction firms. Our portfolio of software solutions include MyCase (Legal Practice Management Software), CASEpeer (Practice Management for Personal Injury Firms), Docketwise (Immigration & Case Management Software), (Soluno (Legal Accounting), and Woodpecker (Legal Document Automation). Our portfolio of payment solutions include LawPay (Legal), AffiniPay for Associations (Associations), CPACharge (Accounting Professionals), and ClientPay (Architect, Engineer, and Construction). AffiniPay’s products serve over one hundred thousand users, and we are noted as one of the fastest growing tech companies in Austin, Texas. We are constantly looking for talent to join our team to continue playing a key part in unlocking our potential.

• Communicate directly with clients, primarily through email, phone, Zoom, and work closely with our internal Sales, Client Success and Development teams to ensure a smooth onboarding process.
• Enhance our client’ s data migration experience by completing data reviews and maintaining an open line of communication.
• Collaborate with the Data Implementation team to gather and analyze client data.
• Execute assigned tasks while working with Data Engineers and reporting to our Data Implementation Manager.
• Advocate for the client while capturing their feedback to pass on to management.
• Adaptable and eager to learn in a changing environment.
• Dedicated to meeting expectations and deadlines of our client