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.

• Own our clients' customer identity, authentication, registration, and onboarding experience for free streaming. • Responsible for the critical first-touch customer journey—from account creation and login through activation and engagement within the free-streaming experience. • Define and execute the product vision, strategy, and roadmap for Identity & Authentication and the free streaming platform. • Balance customer needs, business objectives, technical constraints, and delivery timelines when prioritizing initiatives. • Identify opportunities to improve acquisition, activation, conversion, authentication success, and customer retention. • Champion customer-centric decision-making while aligning product investments with organizational goals. • Drive product strategy and roadmap decisions focused on reducing customer friction and improving activation, engagement, and conversion outcomes. • Partner with engineering and design teams to streamline onboarding experiences and reduce barriers to account creation and content access. • Develop and maintain KPI frameworks for identity and onboarding experiences, including Authentication Success Rate, Account Creation Completion, Onboarding Funnel Conversion, Activation Rate, Subscriber Conversion, and Customer Retention Metrics. • Benchmark DIRECTV experiences against industry leaders and identify opportunities for differentiation. • Use quantitative and qualitative insights to drive continuous product improvement and prioritization decisions.

Role Description Tread is building the infrastructure to take customer onboarding off the founding team's plate — and this role owns the human side of it. As our Implementation & Enablement Lead, you'll coordinate the manual work that gets new customers live, own the content that powers our self-service onboarding system, and get out in the field with the drivers, foremen, and dispatchers who actually use the product every day. This isn't just conference room training — it's showing up where the work happens and making sure the people on the front line are confident and capable. Our customers are spread across the country, and this role is built for someone who thrives in that environment. The model is deliberate. Our ops team builds and maintains the self-onboarding system — this person owns everything that requires a human: the coordination, the content, and the in-person work with customers new and existing. If you want high ownership, a direct line to customer outcomes, and work that takes you out of the office and into the field, this role is for you. Your Impact - Coordinate the Onboarding Motion: Own the manual touchpoints, timelines, and handoffs that move new customers through implementation — keeping every onboarding on track and making sure nothing falls through the cracks. - Own the Enablement Content: Create and maintain the training materials, guides, and content that power our self-service onboarding system — you're the content owner; ops builds the system around what you produce. - Own customer relationships from Closed/Won until their end-to-end platform goals are reached. - Train the Front Line: Get on-site with drivers, foremen, dispatchers, and operators — the people who use Tread every day — and make sure they actually know how to use it with confidence. This is hands-on, in-the-field work with new and active customers alike. - Lead Customer Enablement Events: Plan and host customer events focused on enablement and adoption — from logistics to content to follow-through — for both new and existing clients. - Detect and Recover Stalls: Monitor progress across active onboardings and customer accounts, catch customers going quiet, and intervene early — before a slow start becomes an at-risk relationship. - Own the Metrics That Matter: Drive time to value, onboarding NPS, early churn rate, stall rate, and self-onboarded % — these numbers tell you whether the content is working, the training is sticking, and customers are making it through on their own. Qualifications - Excitement to travel frequently — our customers aren't local and the most important work happens on-site. - 3–6 years in customer implementation, onboarding, solutions consulting, or technical customer success at a B2B SaaS company. - Direct experience training frontline workers — drivers, operators, field teams — not just software users in conference rooms. - Experience running multi-phase implementation projects from kickoff through full adoption — not just go-live. - Strong content creation skills — you can translate complex workflows into clear, usable training materials in partnership with Marketing for design. - Strong project management instincts — you can run multiple customer engagements, coordinate events, and juggle competing priorities without dropping the ball. - Comfortable in any room — as effective with a dispatcher in a truck yard as with an ops lead in a boardroom. Benefits - Own the implementation and enablement motion end-to-end — high ownership, direct impact on retention. - Get out of the office and into the field — this role travels and the work is tangible. - Direct line to retention: the work you do determines whether customers stay. - Small, high-caliber team where the quality of your work is visible. - Fast growth and the chance to define what this function looks like as we scale. Compensation $80,000–$100,000 base salary + bonus. Compensation will be determined based on location, experience, skill set, and alignment with the role.

• Lead and develop a high-performing team of Onboarding Consultants • Own the performance and strategic direction of segments • Drive operational improvements and scalable processes • Influence cross-functional partners for successful outcomes • Act as the subject matter expert for onboarding