Client Onboarding Specialist (SMB)

Location: Guadalajara, Mexico. (Hybrid)

Job Type: Full-time (Contractor)

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.

• 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.

Ottimate is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.