Onboarding Specialist (México)

Full-time - Entry Level

OR

About the position

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.

Responsibilities

• Lead and manage the end-to-end onboarding process for SMB clients, ensuring a smooth transition from contract signing to full product implementation.
• Conduct comprehensive training sessions for clients, providing hands-on guidance on software features, best practices, and troubleshooting techniques.
• Serve as the primary contact for clients during the onboarding phase, providing expert guidance, addressing concerns, and delivering high-quality customer service.
• Work with clients to understand their unique needs and configure Ottimate’s solutions to meet those requirements effectively.
• Oversee project timelines, manage resources, and ensure that all onboarding milestones are completed within the appropriate time frame.
• Partner with cross-functional teams, including Sales, Product, and Customer Support, to ensure a cohesive onboarding experience and resolve any issues promptly.
• Maintain accurate records of onboarding progress, client interactions, and project outcomes.

Requirements

• 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.