Onboarding Specialist
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Job Description
Onboarding Specialist for Ottimate's AI-powered AP automation platform. Ensuring clients effectively use the software to transform financial workflows.
Responsibilities:
- 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.
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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