Client Onboarding Specialist (SMB)
Ottimate
About this role
A Client Onboarding Specialist (SMB) in Customer Success is responsible for guiding small and medium business clients through the onboarding process, ensuring a smooth transition and setup of services. The role involves engaging with clients, providing support, and ensuring customer satisfaction.
Skills
About Ottimate
ottimate.comOttimate is an AI-powered accounts payable automation platform designed for profitable finance teams. It uses finance-first, AI-driven insights to cut costs, prevent overpayments, and optimize cash flow across AP workflows. The platform streamlines supplier invoicing, approvals, and payments, turning AP into a strategic lever for working capital. Don’t just automate AP—Ottimate it.
About Ottimate
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Ottimate.
Salary
$72k – $97k
per year