Ottimate logo
Ottimate

Don't Just Automate AP. Ottimate It. (Formerly Plate IQ)

Onboarding Specialist

Location

United States

Posted

2 days ago

Salary

$70K - $80K / year

Seniority

Mid Level

No structured requirement data.

Job Description

Onboarding Specialist

Ottimate

Role Description We are looking for a strategic and engaging Onboarding Specialist to join our Implementation team. Your goal is to ensure that new Ottimate clients don't just "have" our software, but are experts in using it to transform their financial workflows. You will design learning paths, lead high-impact configuration and training sessions, and consult with clients to remove the behavioral and knowledge-based barriers that hinder full product adoption. Key Responsibilities - Learning Strategy & Delivery: Design and execute customized training programs tailored to various user personas (e.g., AP Clerks, Controllers, and CFOs). - Success Benchmarking: Define and track key adoption metrics and report on the effectiveness of training interventions. - Adoption Consulting: Analyze client usage data to identify "low-adoption" accounts. Proactively consult with these clients to understand friction points and provide targeted re-education. - Change Management: Act as a trusted advisor to client leadership, helping them navigate the internal shift from manual processes to automated workflows. - Voice of the Customer: Partner with Product and Engineering teams to provide feedback on user friction points discovered during training sessions. - Process Transformation: Map existing client workflows and re-engineer them into streamlined Ottimate solutions. - Strategic Project Alignment: Act as a primary consultant to client leadership, proactively identifying project risks and negotiating commitments to the "critical path" to ensure continuous momentum and on-time go-lives. Qualifications - 1-5 years of experience in Customer Implementation & Enablement, Corporate Training, or Product Adoption within a SaaS environment. - Proven ability to translate complex technical functionality into simple, actionable steps for non-technical users. - Exceptional presentation skills; comfortable leading a 1:1 "deep dive" as well as presenting to a group of 50+. - A strong understanding of the Accounts Payable lifecycle or general B2B financial operations is highly preferred. - Proven ability to manage multiple projects simultaneously and meet tight deadlines. - Working knowledge of CRM tools, preferably Salesforce. - Analytical mindset with a problem-solving attitude and attention to detail. - Ability to travel as required, up to 10%. Benefits - Compensation: $70,000-80,000 + 10% annual Bonus - Competitive salary based on skills & experience. - Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family. - Employer-sponsored 401(k) with company match. - Paid Time Off (and the encouragement to use it). - Annual company retreats. - Promote from within philosophy. - Opportunity to be part of a growing team at a pivotal moment of scale for the business. - Agency to solve difficult problems creatively and explore work that inspires you. - Work with sharp, passionate teammates solving unique challenges. - Commitment to empowering a diverse and inclusive workforce.

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