Role Description We are looking for a strategic, engaging, and leadership-oriented Team Lead, Onboarding to join our Implementation team. In this player-coach position, you will manage, mentor, and develop a team of Onboarding Specialists while continuing to deliver high-impact training and strategic adoption consulting yourself. Your goal is to scale team performance and ensure that new Ottimate clients don't just "have" our software, but are experts in using it to transform their financial workflows. Key Responsibilities - Team Leadership & Development: - Lead, mentor, and coach a team of Onboarding Specialists to drive high performance and professional growth. - Onboard new hires and successfully 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. - Learning Strategy & Delivery (Player Capacity): - 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. - Success Benchmarking & Optimization: - 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. Qualifications - 3+ years of experience in Customer Enablement or Product Adoption within a SaaS environment. - 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; comfortable leading a 1:1 "deep dive" as well as presenting to large executive groups. - 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. - 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.

• Collaborate with internal technical teams to configure, deploy, and validate client-specific instances of the Veremark platform. • Ensure all client requirements, workflows, and configuration details are accurately captured and implemented. • Work closely with IT to troubleshoot any configuration or integration issues throughout onboarding. • Manage all onboarding activities, tasks, and documentation via Monday.com, ensuring a fully auditable onboarding record for every client. • Develop and deliver comprehensive user-training sessions (virtual or in person) to ensure clients can independently navigate and operate the Veremark platform. • Partner with the Customer Success function to produce and distribute digital training assets and client-facing resources. • Coordinate with Finance to ensure clients are correctly configured in all finance systems for accurate and timely invoicing. • Act as a cross-functional liaison between Technical, Finance, Customer Success, and Account Management teams to resolve onboarding or configuration-dependent issues. • Own the full 90-day onboarding project plan, including milestone tracking, risk management, and stakeholder communication.

Role Description The Senior Client Onboarding Specialist, Client Onboarding is responsible for leading the successful delivery of complex client onboarding initiatives while serving as a subject matter expert within the onboarding function. This role operates as a senior individual contributor with expanded ownership across complex implementations, process improvement, and internal leadership. Primary Job Duties - Client Onboarding Execution - Lead onboarding for complex, high-priority, or non-standard client implementations, including multi-entity or custom configuration projects. - Own project strategy in addition to execution (e.g., defining approach, sequencing, and dependencies). - Anticipate and proactively resolve cross-functional risks, gaps, and ambiguity. - Serve as escalation point for project-level challenges before Manager/VP involvement. - Ensure alignment to One Cadex implementation standards, identifying deviations and driving resolution. - Client Relationship Management - Act as a trusted advisor to client stakeholders, particularly for complex implementations. - Lead difficult client conversations, including scope clarification, delays, and issue resolution. - Drive expectation management at a more strategic level, not just status updates. - Identify opportunities to enhance client value and onboarding experience. - Process Ownership & Continuous Improvement - Identify systemic issues across onboarding projects and propose scalable solutions. - Lead or contribute to development of onboarding playbooks, templates, and best practices. - Drive consistency in onboarding execution across project types (1P, 3P, BPO, complex). - Partner with leadership to refine KPIs, reporting structures, and operational workflows. - Support automation and optimization initiatives. - Cross-Functional Leadership - Act as a functional lead across Sales, IT, Product, and Operations for assigned projects. - Influence decision-making without direct authority to remove blockers and drive outcomes. - Translate business requirements into actionable onboarding plans for internal teams. - Support alignment across stakeholders when requirements or ownership are unclear. - Team Support & Mentorship - Provide guidance and informal coaching to onboarding specialists. - Review onboarding plans, deliverables, and client communication for quality assurance. - Share best practices and lessons learned across the team. - Support onboarding and training of new team members. Secondary Job Duties - Continuously seek opportunities for process improvement and propose ideas. - Foster effective communication and collaboration between countries and cultures within all regions. - Assist in operations project work as required. - Act as backup to other members of the operations organization. - Maintain a high level of professionalism and confidentiality with all information entrusted with. Supervisory Responsibility This position assists with some supervisory responsibilities. Work Hours It is essential that this position adhere to the assigned work schedule. This is a full-time position and may vary based on the individual’s time zone, subject to change with advanced notice. Travel This position is expected to travel 3-5 times per year, to various corporate offices or meetings, conferences, etc. Work Environment This job operates either in an office setting or a remote work environment. This role may routinely use standard office equipment such as computers, headsets, telephones, webcams, photocopiers/printers, and related. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to talk and hear and work with others through verbal and written contact. Qualifications - Advanced Client Relationship Management - Strategic Problem Solving & Risk Mitigation - Cross-Functional Leadership & Influence - Process Improvement & Operational Excellence - Project Ownership & Execution - Mentorship & Knowledge Sharing - Executive Communication & Presence Requirements - Bachelor’s degree in Business, Operations, Communications, or related field. - 6–9 years of client onboarding, implementation, or project management experience. - Demonstrated experience managing complex, multi-layered client implementations. - Advanced project management, problem-solving, and stakeholder management skills. - Strong ability to influence cross-functional teams and drive alignment. - Fluency in the English language. Additional Eligibility Requirements/Responsibilities/Qualifications - None required for this position.

Role Description The Benefits Specialist II is responsible for making sure our clients establish the ability to hire, onboard, and understand their benefits for themselves and for their employees. This role independently owns a book of business and serves as a trusted benefits subject matter expert and service leader for clients, internal partners, and vendors. The Benefits Specialist II will be regarded as a subject matter and as a service expert within Resourcing Edge. The Benefits Specialist II plays a key role in improving benefits operations, maintaining compliance, and helping define the goals and long-term vision of the benefits function. Integrity, accountability, a strong sense of urgency, and a client-first mindset are critical to success in this role. Salary for this role is between $65,000-$75,000 DOE. Key Responsibilities - Client Ownership & Service Delivery - Independently manage and own an assigned book of benefits clients. - Serve as the primary point of contact for benefits administration, system configuration, and compliance-related inquiries. - Resolve complex client issues efficiently while keeping clients informed of status and anticipated resolution timelines. - Maintain strong partnerships with Carrier Relations, Client Relations, Systems, Payroll, Sales, and Compliance teams to deliver seamless service. - Document all client interactions, actions, and resolutions within the case management system. - Lead the specification, and implementation of benefits plan designs for renewals and new client plan additions. - Maintain data integrity across all benefits systems, ensuring accuracy of enrollments, elections, rates, and system records. - Serve as a subject matter expert for benefits administration and HRIS platforms. - Optimize benefits systems by analyzing data, improving workflows, documenting procedures, and implementing process improvements. - Responsible for quality control and adherence to established procedures. - Case Management & Issue Resolution - Manage open cases to ensure timely resolution. - Ensure accurate triage, escalation, and follow-through on all inquiries. - Identify recurring service issues or utilization trends and recommend solutions. - Process Improvement & Leadership - Drive service efficiency initiatives, automation opportunities, and continuous improvement efforts. - Utilize data processing or support teams for repetitive tasks whenever possible to optimize overall service delivery. - Take ownership of professional development, stretch assignments, and special projects. - Act as a mentor and resource for Benefits Specialist I or junior team members, as needed. - Contribute actively to departmental goals, quarterly objectives, and strategic initiatives. Key Measurables - Advanced benefits administration and compliance expertise. - Strong case management and issue-resolution skills. - High attention to detail with consistent data accuracy. - Ability to manage multiple complex priorities independently. - Critical thinking and problem-solving mindset grounded in customer care. - Strong organizational, time management, and analytical skills. - Professional judgment, confidence, and accountability. Preferred Skills - PrismHR experience is strongly preferred; comparable systems accepted. - Prior payroll or ACA compliance experience. - Experience mentoring or training junior team members. - Insurance license or ability to obtain one. - Demonstrated success in process improvement initiatives. - Strong technical proficiency in benefits system configuration, audits, and troubleshooting. Required Experience - Bachelor’s degree preferred or equivalent experience. - 4+ years of experience in benefits services or benefits administration. - Strong HRIS experience with benefits administration platforms. - Advanced proficiency with Microsoft Office Suite (Excel, Outlook, Word). - Strong written and verbal communication skills. - Ability to make independent, sound decisions in a client-facing environment. Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. - This job operates in an indoor office environment. - Clean, pleasant, and comfortable office setting. - Equipment for daily performance will be provided. Benefits - Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. - In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. - We also offer eligible employees health, wellbeing, retirement, and other financial benefits. - Paid time off, overtime pay for non-exempt employees, and robust learning and development programs. - You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.