Onboarding Specialist - Mid Market

DescriptionThe Role: We are seeking a highly motivated and detail-oriented Onboarding Specialist to join our dynamic team. The ideal candidate will have a strong background in client onboarding and accounts payable processes, as well as excellent project management skills. As an Onboarding Specialist, you will be responsible for guiding new Mid-Market clients through the implementation and adoption of our accounts payable software, ensuring a smooth and successful transition. What You'll Do

• Client Onboarding: Lead and manage the end-to-end onboarding process for Mid Market clients, ensuring a smooth transition from contract signing to full product implementation.

• Customer Interaction: Serve as the primary contact for clients during the onboarding phase, providing expert guidance, addressing concerns, and delivering high-quality customer service.

• Customization and Configuration: Work with clients to understand their unique needs and configure Ottimate’s solutions to meet those requirements effectively.

• Training and Support: Conduct comprehensive training sessions for clients, providing hands-on guidance on software features, best practices, and troubleshooting techniques.

• Project Management: Oversee project timelines, manage resources, and ensure that all onboarding milestones are completed within the appropriate time frame.

• Collaboration: Partner with cross-functional teams, including Sales, Product, and Customer Support, to ensure a cohesive onboarding experience and resolve any issues promptly.

• Reporting: Maintain accurate records of onboarding progress, client interactions, and project outcomes.

• Change Management: Assist clients in managing organizational change related to the adoption of new technologies and processes.

What You'll Need

• 2-4 years of experience in client onboarding, account management, or customer success in a SaaS environment.

• Strong understanding of Mid Market business needs and challenges.

• Excellent communication and interpersonal skills, with the ability to build strong client relationships and effectively convey complex information.

• 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.

What You'll GetThe specific benefits/perks we offer are continually evolving, but currently include:

• Work from home in an energetic remote-first environment that supports flexible working hours and understands work-life balance.

• 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.

Beyond the tangible benefits though:

• 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.

• 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.

• You will work with sharp, passionate teammates solving some of the most unique challenges and positioning our product as a premier finance automation solution.

• Our commitment to empowering a diverse and inclusive workforce, celebrating differences, and creating a safe space for our employees to bring their whole selves to work is second to none.

• We are transforming entire industries using innovative technology including Artificial Intelligence, Payment Tech, and Neural Networks.

• Our leaders lead with a people-first approach; inspiring excellence, nurturing ideas, and finding creative ways to eliminate obstacles for cultivating growth.

• We truly love what we do and who we do it with - and we think you will too!