Onboarding Specialist, Ottimate
$70-80k
+ 10% Annual Bonus
Accounts payable automation
Be an early applicant
Accounts payable automation
201-500 employees
Be an early applicant
$70-80k
+ 10% Annual Bonus
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
- 1-5 years of experience in Customer Implementation & Enablement, Corporate Training, or Product Adoption within a SaaS environment
- Proven ability to translate complex technical functionality into simple, actionable steps for non-technical users
- Exceptional presentation skills; you should be as comfortable leading a 1:1 "deep dive" as you are presenting to a group of 50+
- A strong understanding of the Accounts Payable lifecycle or general B2B financial operations is highly preferred
- 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
- Ability to travel as required, up to 10%
- If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply
What the job involves
- We are looking for a strategic and engaging Onboarding Specialist to join our Implementation team
- Your goal is to ensure that new Ottimate clients don't just "have" our software, but are experts in using it to transform their financial workflows
- You will design learning paths, lead high-impact configuration and training sessions, and consult with clients to remove the behavioral and knowledge-based barriers that hinder full product adoption
- Learning Strategy & Delivery: Design and execute customized training programs tailored to various user personas (e.g. , AP Clerks, Controllers, and CFOs)
- Success Benchmarking: Define and track key adoption metrics and report on the effectiveness of training interventions
- Adoption Consulting: Analyze client usage data to identify "low-adoption" accounts
- Proactively consult with these clients to understand friction points and provide targeted re-education
- Change Management: Act as a trusted advisor to client leadership, helping them navigate the internal shift from manual processes to automated workflows
- Voice of the Customer: Partner with Product and Engineering teams to provide feedback on user friction points discovered during training sessions
- Process Transformation: Map existing client workflows and re-engineer them into streamlined Ottimate solutions
- Strategic Project Alignment: Act as a primary consultant to client leadership, proactively identifying project risks and negotiating commitments to the "critical path" to ensure continuous momentum and on-time go-lives
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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