Onboarding Specialist Ottimate

HelpfulRemote; Northern (KY); Hybrid; USD 70,000 - 80,000; Full time

Job summary

HelpfulRemote is seeking an Implementation Specialist on our AI-powered accounts payable platform to design training programs for different user types and to lead configuration and training sessions.

You will consult with clients on adoption barriers and help re-engineer their manual workflows into automated processes, with travel up to 10% as needed.

The role is full-time and based in the United States, with a competitive salary of $70,000–$80,000 and a 10% annual bonus.

Qualifications

• 1-5 years in customer implementation, enablement, corporate training, or product adoption within a SaaS setting.
• Strong presentation skills and ability to simplify technical concepts for non-technical users.
• Familiarity with CRM tools like Salesforce.
• Knowledge of accounts payable or B2B financial operations.

Responsibilities

• Design training programs for different user types and lead configuration and training sessions.
• Consult with clients on adoption barriers and help re-engineer manual workflows into automated processes.

Skills

Presentation skills

Salesforce

Accounts payable knowledge

SaaS onboarding

Job description

This role sits on the Implementation team at an AI-powered accounts payable automation company, helping new clients move beyond basic software use to full adoption. You’ll design training programs for different user types, lead configuration and training sessions, consult with clients on adoption barriers, and help re-engineer their manual workflows into automated processes.

Candidates should have 1-5 years of experience in customer implementation, enablement, corporate training, or product adoption within a SaaS setting. Strong presentation skills, the ability to simplify technical concepts for non-technical users, familiarity with CRM tools like Salesforce, and knowledge of accounts payable or B2B financial operations are expected. Some travel, up to 10%, is required.

This is a full-time position open to candidates based in the United States, with compensation listed as $70,000-80,000 plus a 10% annual bonus.

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