Ottimate

Team Lead, Onboarding

United States

Sponsorship not specified$95k-$110kDetected 20 days ago

CRMPerformance ManagementLeadershipProblem SolvingMentoringPublic SpeakingAccounts Payable

About the role

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.

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.
Work alongside Implementation Management to develop and refine enablement resources, guides, and training templates to streamline the onboarding journey.
Strong interpersonal skills with a demonstrated ability to address conflict, manage workloads, and influence stakeholders at all levels of the organization.
You will have the agency to solve difficult problems creatively, the freedom to explore work that inspires you, and infrastructure to ensure you're constantly challenged and developing.
Our leaders lead with a people-first approach; inspiring excellence, nurturing ideas, and finding creative ways to eliminate obstacles for cultivating growth.

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.

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.
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.

We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status.
Learning Strategy & Delivery (Player Capacity): Execute customized training programs tailored to various user personas (e.g., AP Clerks, Controllers, and CFOs).

The Role: We are looking for a strategic, engaging, and leadership-oriented Team Lead, Onboarding to join our Implementation team.
We are looking for a strategic, engaging, and leadership-oriented Team Lead, Onboarding to join our Implementation team.
You will be part of a growing team, at a pinnacle moment of scale for the business and experience the excitement of working in a startup where each action makes a huge difference.
We are transforming entire industries using innovative technology including Artificial Intelligence, Payment Tech, and Neural Networks.

Ottimate is an equal opportunity employer that is committed to diversity and inclusion.
equal opportunity employer that is committed to diversity and inclusion.

This listing is sourced directly from Ottimate's careers page and normalized into a canonical job model.