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Team Lead, Onboarding

1 month, 1 week ago
United States
Full-time
Lead
Technical Lead
Software Development
CRM Neural Networks Salesforce
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Ottimate

Ottimate

Ottimate, formerly known as Plate IQ, offers AP Automation AI Software that revolutionizes the invoice lifecycle with detailed GL mapping and deep learning AI. Their solutions cover End to End AP Automation, Invoice Automation, Payment Automation, and ...

IT Services
$164M raised
View All Jobs 7

Description

  • Lead, mentor, and coach a team of Onboarding Specialists to drive performance and professional growth.
  • Onboard new hires and develop existing team members’ consulting and presentation capabilities.
  • Conduct regular one-on-one meetings, provide feedback, and manage performance issues.
  • Serve as the primary point of contact for enablement-related project risks and client escalations.
  • Deliver customized training programs for different user personas, including AP Clerks, Controllers, and CFOs.
  • Act as a primary consultant to client leadership and proactively identify project risks.
  • Define, track, and report on adoption metrics and the effectiveness of training and configuration interventions.
  • Work with Implementation Management to develop and refine enablement resources, guides, and training templates.

Requirements

  • 3+ years of experience in Customer Enablement or Product Adoption within a SaaS environment.
  • 1+ years of direct employee management, team leadership, or formal training experience.
  • Proven ability to operate as a player-coach while managing team dynamics and individual delivery.
  • Exceptional presentation skills for both 1:1 deep dives and executive-level presentations.
  • Strong interpersonal skills with experience addressing conflict, managing workloads, and influencing stakeholders at all levels.
  • Strong understanding of the Accounts Payable lifecycle or general B2B financial operations is highly preferred.
  • Analytical mindset with strong problem-solving skills and high attention to detail.
  • Working knowledge of CRM tools, preferably Salesforce.

Benefits

  • Compensation of $95,000–$110,000 per year.
  • Competitive salary based on skills and experience.
  • Medical, dental, vision, and other company-subsidized benefits for employees and their families.
  • Employer-sponsored 401(k) with company match.
  • Paid time off with encouragement to use it.
  • Annual company retreats.
  • Promote-from-within philosophy.

Interested in this position?

Apply directly on the company website

Apply Now

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