Onboarding Specialist

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Ottimate

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51 - 200 employees

Ottimate (formerly Plate IQ) is the leading AP automation AI.

📋 Description

• 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.