Onboarding Specialist - Mid Market - Remote

Overview

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.

In Short

• Lead and manage the end-to-end onboarding process for Mid Market clients.
• Serve as the primary contact for clients during the onboarding phase.
• Work with clients to customize and configure Ottimate’s solutions.
• Conduct training sessions for clients on software features and best practices.
• Oversee project timelines and manage resources for onboarding.
• Collaborate with cross-functional teams to ensure a cohesive onboarding experience.
• Maintain accurate records of onboarding progress and client interactions.
• Assist clients in managing organizational change related to new technologies.

Requirements

• Strong background in client onboarding and accounts payable processes.
• Excellent project management skills.
• Ability to provide high-quality customer service.
• Experience in training and support.
• Strong communication and collaboration skills.

Benefits

• Work in a dynamic and supportive team environment.
• Opportunities for professional growth and development.
• Flexible work arrangements with a focus on remote work.
• Inclusive company culture that values diversity.