Onboarding Specialist

Ottimate

23h • $70,000 - $80,000 • Remote

About The Position

Ottimate is an AI-powered AP [Accounts Payable] automation platform that empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance across the entire invoice-to-payment lifecycle.
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. You will design learning paths, lead high-impact configuration and training sessions, and consult with clients to remove the behavioral and knowledge-based barriers that hinder full product adoption.

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.

Nice To Haves

• Ability to travel as required, up to 10%.

Responsibilities

• 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 these 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, proactively identifying project risks and negotiating commitments to the "critical path" to ensure continuous momentum and on-time go-lives.

Benefits

• $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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed