Team Lead, Onboarding

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Ottimate

WebsiteLinkedInAll Job Openings

51 - 200 employees

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

📋 Description

• Lead, mentor, and coach a team of Onboarding Specialists to drive high performance and professional growth. • Onboard new hires and 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. • 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. • 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.

🎯 Requirements

• 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. • Proven capability to act as a player-coach: 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. • 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. • A growing team and the excitement of working in a startup. • A culture that provides support and inspires your best work. • Infrastructure to ensure continuous challenge and development.