Onboarding Specialist
Location: Guadalajara, Mexico. (In Office)
Job Type: Full-time (Contractor)
Ottimate (formerly Plate IQ) helps fast-growing businesses automate accounts payables on their terms. We simplify everything from invoice management to payments for both recurring and one-off expenses with a cloud-first approach that enables remote work. Ottimate’s AP Automation and VendorPay Network helps businesses pay and get paid faster.
At Ottimate, passion generates excitement for what we do and how we do it. With passion at the heart of everything we do, we nurture ideas, inspire excellence, and find creative ways to eliminate obstacles for cultivating growth. The positive attitude with which we assist one another develops open, honest, and genuine connections. Above all, we celebrate and embrace our differences. We invest in each other because we win or lose as a team.
Our values are at the center of our company and culture. At Ottimate (formerly Plate IQ), we value: Growth, Customer Focus, Innovation, Accountability, and Communication.
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/or accounts payable processes, as well as excellent project management skills. As an Onboarding Specialist, you will be responsible for guiding new 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 SMB clients, ensuring a smooth transition from contract signing to full product implementation.
Training and Support: Conduct comprehensive training sessions for clients, providing hands-on guidance on software features, best practices, and troubleshooting techniques.
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.
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.
What You'll Need:
1-2 years of experience in client onboarding, account management, or customer success in a SaaS environment, or 3+ years of experience in an Accounts Payable role or a role calling for use of an AP automation platform
Strong understanding of small-medium 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