Don't Just Automate AP. Ottimate It. (Formerly Plate IQ)
Team Lead, Onboarding
Location
United States
Posted
2 days ago
Salary
$95K - $110K / year
Seniority
Senior
Job Description
Team Lead, Onboarding
Ottimate
• Lead, mentor, and coach a team of Onboarding Specialists to drive high performance and professional growth. • Onboard new hires and develop existing team members' consulting and presentation capabilities. • Conduct regular one-on-one meetings, provide constructive feedback, and handle performance management to cultivate a cohesive, high-performing team. • Act as the primary point of contact for enablement-related project risks and client escalations. • Execute customized training programs tailored to various user personas (e.g., AP Clerks, Controllers, and CFOs). • Act as a primary consultant to client leadership, proactively identifying project risks to ensure continuous momentum. • Define, track, and report on key adoption metrics and the overall effectiveness of the team's configuration and training interventions. • Work alongside Implementation Management to develop and refine enablement resources, guides, and training templates to streamline the onboarding journey.
Job Requirements
- 3+ years of experience in Customer Enablement or Product Adoption within a SaaS environment, with 1+ years of direct employee management, team leadership, or formal training experience.
- Proven capability to act as a player-coach: managing team dynamics while effectively executing individual enablement and project milestones.
- Exceptional presentation skills; you should be as comfortable leading a 1:1 "deep dive" as you are presenting to large executive groups or coaching team members through challenging client scenarios.
- Strong interpersonal skills with a demonstrated ability to address conflict, manage workloads, and influence stakeholders at all levels of the organization.
- A strong understanding of the Accounts Payable lifecycle or general B2B financial operations is highly preferred.
- Analytical mindset with a problem-solving attitude, high attention to detail, and working knowledge of CRM tools, preferably Salesforce.
Benefits
- Compensation: $95,000-110,000 per year.
- 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 and the excitement of working in a startup.
- A culture that provides support and inspires your best work.
- Infrastructure to ensure continuous challenge and development.
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