Onboarding Specialist, Plate IQ
Mid Market
Accounts payable automation
Be an early applicant
Accounts payable automation
201-500 employees
Be an early applicant
201-500 employees
Company mission
Plate IQ's mission is to make life a little easier for anyone eager to spend less time on AP and more time growing their business.
Role
Who you are
- The ideal candidate will have a strong background in client onboarding and accounts payable processes, as well as excellent project management skills
- 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 the job involves
- We are seeking a highly motivated and detail-oriented Onboarding Specialist to join our dynamic team
- 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
- 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
Application process
- Applied
- Review
- HR Phone Screen
- Team Review
- Interview with Team Lead
- Interview with Hiring Manager
- Interview with Senior Leadership
- Offer
- Hired
Our take
Accounts payable is a cumbersome side of financial management for the hospitality and restaurant sectors. High volume of deliveries of variable frequencies and size, along with the substantial chance of damage to perishable items, means that keeping track of short-term credit to various sellers is a tricky business. With belts having been drastically tightened across the hospitality sector in recent years, labor-intensive paper invoicing and back-office administration no longer cuts the mustard.
Plate IQ’s solution is to effect digital transformation across B2B payments and accounts payable in the hospitality sector. The company’s VendorPay allows customers to make payments directly to over 200,000 vendors straight from their AP platform, thereby streamlining and resolving the late payments issue that’s been growing steadily in the sector over recent years.
Margins in the sector are famously tight, so even the most modest of operational improvements can make substantial gains for hospitality businesses. Indeed, over 20,000 restaurants, hotels and grocery chains across the US are using Plate IQ’s platform, including leading brands such as Best Western, Holiday Inn and Foodtown.
Following a high degree of fundraising, the company has developed its product to suit verticals outside the hospitality and food sectors, and is now offering its services to accounting firms and other businesses. Building on past successes this area may grow to be the central plank of Plate IQ's offering going forward.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
29% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Nov 2021
$160m
SERIES B
Mar 2017
$4m
SERIES A
Total funding: $164.5m
Company benefits
- Health & Retirement - We offer comprehensive medical, dental, vision coverage as well as a 401(k)
- Paid Time Off - We offer plenty of vacation and personal time off to give you the time to step away, unwind, and recharge
Company HQ
Downtown, Oakland, CA
Articles
Leadership
Barrett Boston
(CEO, not founder)Was previously CRO & Executive Officer for TriNet. Before that was President, Americas with TravelClick and Vice President at IBM.
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