Onboarding Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Create and implement tailored training programs designed for various user personas, including AP Clerks, Controllers, and CFOs.

• Establish and monitor key adoption metrics while reporting on the success of training initiatives.

• Evaluate client usage data to pinpoint accounts with low adoption rates.

• Engage proactively with clients to identify friction points and deliver focused re-education.

• Serve as a trusted advisor to client leadership, assisting them in transitioning from manual processes to automated workflows.

• Collaborate with Product and Engineering teams to relay feedback on user friction points identified during training sessions.

• Analyze existing client workflows and redesign them into streamlined Ottimate solutions.

• Function as a primary consultant for client leadership, recognizing project risks and ensuring ongoing progress and timely go-lives.

⛳️ Requirements

• 1-5 years of experience in Customer Implementation & Enablement, Corporate Training, or Product Adoption in a SaaS context.

• Demonstrated ability to simplify complex technical functionalities into straightforward, actionable steps for non-technical users.

• Outstanding presentation skills; you should feel equally comfortable leading a 1:1 "deep dive" or presenting to an audience of 50 or more.

• A solid understanding of the Accounts Payable lifecycle or general B2B financial operations is highly preferred.

• Proven capability to manage multiple projects simultaneously while adhering to tight deadlines.

• Working knowledge of CRM systems, preferably Salesforce.

• An analytical mindset complemented by a problem-solving attitude and meticulous attention to detail.

• Willingness to travel as necessary, 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 opportunities for creative problem-solving.