Ottimate (formerly Plate IQ) helps fast growing businesses automate accounts payables on their terms. We simplify everything from invoice management to payments for both recurring and one-off expenses with a cloud-first approach that enables remote work. Ottimate’s AP Automation and VendorPay Network helps businesses pay and get paid faster.
At Ottimate, passion generates excitement for what we do and how we do it. With passion at the heart of everything we do, we nurture ideas, inspire excellence, and find creative ways to eliminate obstacles for cultivating growth. The positive attitude with which we assist one another develops open, honest, and genuine connections. Above all, we celebrate and embrace our differences. We invest in each other because we win or lose as a team.
Our values are at the center of our company and culture. At Ottimate (formerly Plate IQ), we value: Growth, Customer Focus, Innovation, Accountability, and Communication.
The 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.
- 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.
We care deeply about making Ottimate an incredible place to work and invest a significant amount of time and energy into creating and maintaining a company culture that provides our team with a generous level of support whilst inspiring them to do their best work.
The 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!
Ottimate is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.
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