Recruiter at SHIFT

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.

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.

Learning Strategy & Delivery: Design and execute customized training programs tailored to various user personas (e.g., 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. Change Management: Act as a trusted advisor to client leadership, helping them navigate the internal shift from manual processes to automated workflows.

Voice of the Customer: Partner with Product and Engineering teams to provide feedback on user friction points discovered during training sessions.

Process Transformation: Map existing client workflows and re-engineer them into streamlined Ottimate solutions.

Strategic Project Alignment: Act as a primary consultant to client leadership, proactively identifying project risks and negotiating commitments to the “critical path” to ensure continuous momentum and on-time go-lives.

1-5 years of experience in Customer Implementation & Enablement, Corporate Training, or Product Adoption within a SaaS environment.

A strong understanding of the Accounts Payable lifecycle or general B2B financial operations is highly preferred.

Proven ability to manage multiple projects simultaneously and meet tight deadlines.

Working knowledge of CRM tools, preferably Salesforce.

Ability to travel as required, up to 10%.

Compensation: $70,000-80,000 + 10% annual Bonus

Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family.

We are transforming entire industries using innovative technology including Artificial Intelligence, Payment Tech, and Neural Networks.

inspiring excellence, nurturing ideas, and finding creative ways to eliminate obstacles for cultivating growth.

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.