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Onboarding Specialist-Mid Market

Onboarding Specialist-Mid Market

OttimateOakland, CA, US
26 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Description

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.

What You'll Need

  • 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 You'll Get

    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!