Onboarding Specialist
MiddleRemoteSalary undisclosed
Job Description
About Ottimate
Ottimate is an AI-powered AP [Accounts Payable] automation platform that empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance across the entire invoice-to-payment lifecycle.
About The Role
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.
Key Responsibilities
- 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
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