About The Role

Join our Implementation team as an Onboarding Specialist. Your primary goal will be to ensure that new Ottimate clients become experts in using our software to transform their financial workflows. You will design customized training programs, track adoption metrics, analyze client usage data, and act as a trusted advisor to client leadership. Additionally, you will partner with Product and Engineering teams to provide feedback on user friction points and map existing client workflows into streamlined Ottimate solutions.

Design and execute customized training programs tailored to various user personas to ensure effective software adoption.
Define and track key adoption metrics, report on the effectiveness of training interventions, and proactively consult with low-adoption accounts.
Act as a trusted advisor to client leadership, helping them navigate the internal shift from manual processes to automated workflows.
Proven ability to manage multiple projects simultaneously and meet tight deadlines
Exceptional presentation skills; you should be as comfortable leading a 1:1 "deep dive" as you are presenting to a group of 50+
Proven ability to translate complex technical functionality into simple, actionable steps for non-technical users
Ability to travel as required, up to 10%
1-5 years of experience in Customer Implementation & Enablement, Corporate Training, or Product Adoption within a SaaS environment
A strong understanding of the Accounts Payable lifecycle or general B2B financial operations is highly preferred
Working knowledge of CRM tools, preferably Salesforce
Analytical mindset with a problem-solving attitude and attention to detail
If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply

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