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

Junior

Bachelor Degree1 yr expEnglish

Job Description

Onboarding Specialist

Ottimate

• Design and execute customized training programs tailored to various user personas (e.g., AP Clerks, Controllers, and CFOs). • Define and track key adoption metrics and report on the effectiveness of training interventions. • Analyze client usage data to identify "low-adoption" accounts. • Proactively consult with clients to understand friction points and provide targeted re-education. • Act as a trusted advisor to client leadership, helping them navigate the internal shift from manual processes to automated workflows. • Partner with Product and Engineering teams to provide feedback on user friction points discovered during training sessions. • Map existing client workflows and re-engineer them into streamlined Ottimate solutions. • Act as a primary consultant to client leadership, identifying project risks and ensuring continuous momentum and on-time go-lives.

Job Requirements

  • 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; you should be as comfortable leading a 1:1 "deep dive" as you are 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.
  • A growing team experiencing the excitement of working in a startup environment.
  • The freedom to explore work that inspires you and creative problem-solving opportunities.

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