Ottimate

Client Onboarding Specialist – SMB

Ottimate

full-time

Posted on:

Location Type: Hybrid

Location: Guadalajara • Mexico

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About the role

  • 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.

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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client onboardingaccount managementcustomer successproject managementconfigurationcustomizationproblem-solvinganalytical skillsattention to detail
Soft Skills
communication skillsinterpersonal skillsrelationship buildingtime managementcollaboration