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 13 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.
Diversity, Equity & Inclusion at AffiniPay
At AffiniPay, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach.
Benefits that Benefit You!
As a people first culture, we believe it is important that our teammates are happy, healthy, and productive. In order to best support that, AffiniPay provides award-winning benefits that can make a difference in your life - right now and for the future.
- All employees receive fully covered medical, dental and vision coverage - Choose from our 2 available health plans based on what fits you and/or your family!
- Have some fur babies? - We offer them insurance too!
- RELAX and enjoy your time away with our flexible paid time off policy!
- We will help you plan for your future - 401K, or RRSP if in Canada, with a company match
- Competitive compensation packages that include mid-year and end-of-year bonuses and equity options for all full-time employees
- Health Wellness Program that includes nutrition consultations, mental health apps, and access to discounted memberships
- Have plans to grow your family? - Parental resources, including 16 weeks of paid time off for primary caregivers
- Professional development opportunities including mentorships, leadership programs and our AffiniPayU courses
- We believe it is important to give back with our Matching Gift Program and organized activities focused on donations, volunteerism and supporting the local communities throughout the country
- D&I initiatives provide educational opportunities regarding multicultural issues, tolerance, and celebrating diversity among our entire staff
- An incredible, in-office experience at our headquarters in Austin and San Diego including free lunch delivery, a fully stocked kitchen, and some “sweet” surprises for those afternoon pick-me-ups
Security Advisory
Our hiring teams at AffiniPay are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the AffiniPay domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.
What the Team is Saying
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What We Do
Since 2005, AffiniPay has been transforming the lives of professionals everywhere. What started as a single payment product for trade organizations has transformed into four of the highest-rated financial tools serving more than eight professional services industries. And our progress shows no signs of stopping. The secret to our growth and success is our team. We support each and every team member by continuing to invest in their goals, our culture, and a diverse workplace. Because when you’re happy, focused, and fulfilled with your work — it feels like you’re doing what you’re meant to do.
Why Work With Us
We’ve assembled teams of highly collaborative problem solvers who are eager to create, collaborate and do whatever it takes to get the job done. We know that our people are our greatest asset and responsible for our ultimate success. As such, we invest in our team’s growth & development, recognize accomplishments and celebrate successes together.
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AffiniPay Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
