Team Lead, Onboarding

Ottimate

Team Lead managing Onboarding Specialists at Ottimate, an AI-powered AP automation platform. Driving team performance and ensuring effective client onboarding and training.

Posted 7/2/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $95,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Customer Enablement and Product Adoption within a SaaS environment, with a strong focus on team leadership, training development, and performance management. Proficient in analyzing key adoption metrics and delivering customized training programs for diverse user personas.

Highest-signal resume keywords

Customer EnablementTeam LeadershipPresentation SkillsAccounts Payable LifecycleCRM Tools (Salesforce)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer EnablementProduct AdoptionTraining DevelopmentPerformance ManagementAnalytical MindsetProblem-SolvingKey Adoption MetricsOnboardingProject ManagementUser Persona Training

Soft Skills

Interpersonal SkillsConflict ResolutionCoachingInfluencing StakeholdersTeam Dynamics Management

Tools & Technologies

CRM ToolsSalesforce

Industry Keywords

SaaSB2B Financial OperationsAccounts Payable Lifecycle

About the role

Key responsibilities & impact

Lead, mentor, and coach a team of Onboarding Specialists to drive high performance and professional growth.
Onboard new hires and develop existing team members' consulting and presentation capabilities.
Conduct regular one-on-one meetings, provide constructive feedback, and handle performance management to cultivate a cohesive, high-performing team.
Act as the primary point of contact for enablement-related project risks and client escalations.
Execute customized training programs tailored to various user personas (e.g., AP Clerks, Controllers, and CFOs).
Act as a primary consultant to client leadership, proactively identifying project risks to ensure continuous momentum.
Define, track, and report on key adoption metrics and the overall effectiveness of the team's configuration and training interventions.
Work alongside Implementation Management to develop and refine enablement resources, guides, and training templates to streamline the onboarding journey.

Requirements

What you’ll need

3+ years of experience in Customer Enablement or Product Adoption within a SaaS environment, with 1+ years of direct employee management, team leadership, or formal training experience.
Proven capability to act as a player-coach: managing team dynamics while effectively executing individual enablement and project milestones.
Exceptional presentation skills; you should be as comfortable leading a 1:1 "deep dive" as you are presenting to large executive groups or coaching team members through challenging client scenarios.
Strong interpersonal skills with a demonstrated ability to address conflict, manage workloads, and influence stakeholders at all levels of the organization.
A strong understanding of the Accounts Payable lifecycle or general B2B financial operations is highly preferred.
Analytical mindset with a problem-solving attitude, high attention to detail, and working knowledge of CRM tools, preferably Salesforce.

Benefits

Comp & perks

Compensation: $95,000-110,000 per year.
Competitive salary based on skills & experience.
Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family.
Employer-sponsored 401(k) with company match.
Paid Time Off (and the encouragement to use it).
Annual company retreats.
Promote from within philosophy.
A growing team and the excitement of working in a startup.
A culture that provides support and inspires your best work.
Infrastructure to ensure continuous challenge and development.