Onboarding Team Lead, Ottimate
$95-110k
Accounts payable automation
Be an early applicant
Accounts payable automation
201-500 employees
Be an early applicant
$95-110k
201-500 employees
Company mission
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
- 3+ years of experience in Customer Enablement or Product Adoption within a SaaS environment, with 1+ years of direct employee management, team leadership, or formal training experience
- Proven capability to act as a player-coach: managing team dynamics while effectively executing individual enablement and project milestones
- Exceptional presentation skills; you should be as comfortable leading a 1:1 "deep dive" as you are presenting to large executive groups or coaching team members through challenging client scenarios
- Strong interpersonal skills with a demonstrated ability to address conflict, manage workloads, and influence stakeholders at all levels of the organization
- A strong understanding of the Accounts Payable lifecycle or general B2B financial operations is highly preferred
- Analytical mindset with a problem-solving attitude, high attention to detail, and working knowledge of CRM tools, preferably Salesforce
What the job involves
- The Role: We are looking for a strategic, engaging, and leadership-oriented Team Lead, Onboarding to join our Implementation team. In this player-coach position, you will manage, mentor, and develop a team of Onboarding Specialists while continuing to deliver high-impact training and strategic adoption consulting yourself
- Your goal is to scale team performance and ensure that new Ottimate clients don't just "have" our software, but are experts in using it to transform their financial workflows
- Lead, mentor, and coach a team of Onboarding Specialists to drive high performance and professional growth
- Onboard new hires and successfully develop existing team members' consulting and presentation capabilities
- Conduct regular one-on-one meetings, provide constructive feedback, and handle performance management to cultivate a cohesive, high-performing team
- Act as the primary point of contact for enablement-related project risks and client escalations
- Execute customized training programs tailored to various user personas (e.g., AP Clerks, Controllers, and CFOs)
- Act as a primary consultant to client leadership, proactively identifying project risks to ensure continuous momentum
- Define, track, and report on key adoption metrics and the overall effectiveness of the team's configuration and training interventions
- Work alongside Implementation Management to develop and refine enablement resources, guides, and training templates to streamline the onboarding journey
Our take
Accounts payable is a cumbersome side of financial management for the hospitality and restaurant sectors. High volumes of deliveries, along with the chance of damage to perishable items, means that keeping track of short-term credit to various sellers is a tricky business.
Ottimate'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, streamlining and resolving the late payments issue that’s been growing steadily in the sector.
Margins in the sector are famously tight, so even the most modest of operational improvements can make substantial gains for hospitality businesses. Indeed, over 30,000 restaurants, hotels and grocery chains across the US are using Ottimate’s platform, including leading brands such as Best Western, Holiday Inn and Foodtown.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
29% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Nov 2021
$160m
SERIES B
Mar 2017
$4m
SERIES A
Total funding: $164.7m
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
SoMa, San Francisco, CA
Leadership
Barrett Boston
(CEO)Previously CRO and Executive Officer for TriNet. Before that, they were the President of Americas with TravelClick and Vice President at IBM.
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