Onboarding Specialist - Mid Market

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Requirements:

• 2-4 years of experience in client onboarding, account management, or customer success in a SaaS environment.
• Strong understanding of Mid Market 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.

Responsibilities:

• Lead and manage the end-to-end onboarding process for Mid Market clients, ensuring a smooth transition from contract signing to full product implementation.
• 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.
• Conduct comprehensive training sessions for clients, providing hands-on guidance on software features, best practices, and troubleshooting techniques.
• 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.
• Assist clients in managing organizational change related to the adoption of new technologies and processes.