Ottimate

Onboarding Specialist

United States

Sponsorship not specified$70k-$80kDetected 28 days ago

CRMLeadershipProblem SolvingPublic SpeakingAccounts Payable

About the role

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.

Voice of the Customer: Partner with Product and Engineering teams to provide feedback on user friction points discovered during training sessions.
Proven ability to manage multiple projects simultaneously and meet tight deadlines.
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.

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.
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.
Working knowledge of CRM tools, preferably Salesforce.
Analytical mindset with a problem-solving attitude and attention to detail.

$70,000-80,000 + 10% annual Bonus Competitive salary based on skills & experience.
Annual company retreats.

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: Design and execute customized training programs tailored to various user personas (e.g., AP Clerks, Controllers, and CFOs).

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.