Ottimate

• Own end-to-end data processing of invoice data elements, review, and validation to ensure accuracy and completeness across multiple systems • Monitor complex data workflows, identify root causes of discrepancies, and implement corrective actions • Lead reporting efforts, advanced data analysis, and performance tracking for key business metrics • Write and optimize complex SQL queries to extract, analyze, and validate data • Partner with cross-functional teams and stakeholders to design and implement process improvements • Identify, propose, and help build automation solutions, using prompts (for example), to reduce manual effort and improve efficiency • Document standard operating procedures and train junior team members • Serve as an escalation point for data issues, system concerns, and cross-team troubleshooting • Act as a primary point of contact for customer inquiries related to data accuracy, reporting, or system issues • Communicate with customers primarily through tickets, to gather requirements, clarify needs, and translate findings into clear explanations, while identifying pain points and recommending improvements

• Own end-to-end data processing of invoice data elements, review, and validation to ensure accuracy and completeness across multiple systems • Monitor complex data workflows, identify root causes of discrepancies, and implement corrective actions • Lead reporting efforts, advanced data analysis, and performance tracking for key business metrics • Write and optimize complex SQL queries to extract, analyze, and validate data • Partner with cross-functional teams and stakeholders to design and implement process improvements • Identify, propose, and help build automation solutions, using prompts (for example), to reduce manual effort and improve efficiency • Document standard operating procedures and train junior team members • Serve as an escalation point for data issues, system concerns, and cross-team troubleshooting • Act as a primary point of contact for customer inquiries related to data accuracy, reporting, or system issues • Communicate with customers primarily through tickets, to gather requirements, clarify needs, and translate findings into clear explanations, while identifying pain points and recommending improvements

Role Description The Data Operations Specialist oversees the processing, validation, and maintenance of data across operational systems, independently resolving complex issues to ensure accuracy, consistency, and timeliness. This role works directly with customer invoice and workflow data to identify patterns and surface friction points that inform improvements to our AI-powered coding and GL matching models. The Specialist drives workflow improvements, supports automation initiatives, and regularly engages with customers to resolve issues and validate findings against real-world experience. The ideal candidate is detail-oriented, analytical, and experienced with large datasets, with strong customer-facing interpersonal skills. - Own end-to-end data processing of invoice data elements, review, and validation to ensure accuracy and completeness across multiple systems - Monitor complex data workflows, identify root causes of discrepancies, and implement corrective actions - Lead reporting efforts, advanced data analysis, and performance tracking for key business metrics - Write and optimize complex SQL queries to extract, analyze, and validate data - Partner with cross-functional teams and stakeholders to design and implement process improvements - Identify, propose, and help build automation solutions, using prompts (for example), to reduce manual effort and improve efficiency - Document standard operating procedures and train junior team members - Serve as an escalation point for data issues, system concerns, and cross-team troubleshooting - Act as a primary point of contact for customer inquiries related to data accuracy, reporting, or system issues - Communicate with customers primarily through tickets, to gather requirements, clarify needs, and translate findings into clear explanations, while identifying pain points and recommending improvements Qualifications - 2-3 years of experience in data operations, analytics, or a similar role - Proficiency in SQL - Strong track record of managing customer relationships or escalations - Comfortable communicating directly with customers via email and phone - Excellent attention to detail and ownership mentality around data accuracy - Ability to manage multiple priorities, projects, and deadlines with minimal supervision - Strong analytical, critical-thinking, and problem-solving skills Company Description Ottimate is an AP automation AI tool that provides a smarter way for AP managers, approvers, controllers, and CFOs to work through the entire invoice lifecycle. Ottimate is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.

• Client Verification: Help us get to know our clients by accurately identifying and verifying their information, using business and personal documentation. • Know Your Customer / Know Your Business reviews. Performing checks on our clients and service providers. Will be sorting through a high volume of requests. • Requires high attention to detail, and desire to suggest improvements to processes. • Communicate Compliance Requirements: Clearly explain why compliance matters to both our clients and internal teams, helping everyone stay informed. • Assess Client Risk: Conduct assessments to determine client risk levels, and address any alerts or issues quickly and accurately, in line with our policies. • Credit Assessment: Review financial documents to determine the appropriate credit limit for each client. • Collaborate Across Teams: Work with different departments to improve the overall customer experience. • Procedure Updates: You’re someone who wants to improve workflows of daily tasks without sacrificing quality. You make suggestion improvements based on data. • Manage Chargebacks: Review chargeback requests on the issuing side. Assist is evidence gathering and submission based on card brand rules.

Role Description Ottimate is an AP automation AI tool that provides a smarter way for AP managers, approvers, controllers, and CFOs to work through the entire invoice lifecycle. - Client Verification: Help us get to know our clients by accurately identifying and verifying their information, using business and personal documentation. - Know Your Customer / Know Your Business reviews: Performing checks on our clients and service providers. Will be sorting through a high volume of requests. - Requires high attention to detail, and desire to suggest improvements to processes. - Communicate Compliance Requirements: Clearly explain why compliance matters to both our clients and internal teams, helping everyone stay informed. - Assess Client Risk: Conduct assessments to determine client risk levels, and address any alerts or issues quickly and accurately, in line with our policies. - Credit Assessment: Review financial documents to determine the appropriate credit limit for each client. - Collaborate Across Teams: Work with different departments to improve the overall customer experience. - Procedure Updates: You’re someone who wants to improve workflows of daily tasks without sacrificing quality. You make suggestion improvements based on data. - Manage Chargebacks: Review chargeback requests on the issuing side. Assist in evidence gathering and submission based on card brand rules. Qualifications - Bachelor’s degree in Finance, Business or related field and 2+ years working in AML, Fraud, Risk, or related field or 4+ years experience in lieu of a degree. - Must be able to pass a background check. - Experience working in the Fintech or banking industry. - Eye for Detail: You’re thorough and attentive, ensuring accuracy in every task. - Analytical Mindset: You’re comfortable digging into data to find insights and make informed decisions. - Open to feedback: You’re someone who is constantly wanting to improve their craft and seeks feedback on how you can improve. - Clear Communicator: You’re skilled at explaining complex information in simple terms, both in writing and verbally. - Sense of Urgency: You respond quickly and proactively to emerging issues. - Self-Starter: You’re a quick learner who can manage multiple projects and jump in to solve problems independently. - Team Player: “That's not my job” is not in your vocabulary. You’re always willing to lend a helping hand to other teams. - Tenacious Problem Solver: You think critically and independently. Ability to perform repetitive tasks with a high degree of accuracy and speed. - Knowledge of Regulations: You’re familiar with U.S. Customer Due Diligence (CDD) federal regulations. - Chargeback Familiarity: You know your way around the chargeback process and have a basic understanding of card brand rules. Benefits - Ottimate is an equal opportunity employer that is committed to diversity and inclusion. - We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. - If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply.

• Set the technical roadmap for the Reporting team, balancing new reporting capabilities with prioritized tech debt. • Architect and own the systems that power report generation, data ingestion, and query performance, working primarily in Python, Django, and ClickHouse. • Drive technical design discussions and decisions, working with engineers and stakeholders to land on the right architecture and trade-offs. • Evaluate the team's most pressing production and quality issues, diagnose root causes, and drive down their recurrence. • Improve our data pipeline and reporting architecture so the team can build more reports, over more data, faster. • Maintain our admin portal and reports portal, and build new report dashboards, working confidently on the frontend when needed. • Collaborate with product managers, customers, engineers, and other stakeholders to translate reporting needs into technical solutions. • Mentor senior engineers and help raise the technical bar across the team.

Role Description We are seeking a highly experienced Staff Engineer/Architect to join our Reporting team. As a senior individual contributor, you will play a critical role in expanding what our reporting platform can do, enabling the team to build more reports, over more data, faster. You will set the technical roadmap, prioritize tech debt, drive technical design discussions and decisions, and evaluate our most pressing issues to systematically reduce their recurrence. - Set the technical roadmap for the Reporting team, balancing new reporting capabilities with prioritized tech debt. - Architect and own the systems that power report generation, data ingestion, and query performance, working primarily in Python, Django, and ClickHouse. - Drive technical design discussions and decisions, working with engineers and stakeholders to land on the right architecture and trade-offs. - Evaluate the team's most pressing production and quality issues, diagnose root causes, and drive down their recurrence. - Improve our data pipeline and reporting architecture so the team can build more reports, over more data, faster. - Maintain our admin portal and reports portal, and build new report dashboards, working confidently on the frontend when needed. - Collaborate with product managers, customers, engineers, and other stakeholders to translate reporting needs into technical solutions. - Mentor senior engineers and help raise the technical bar across the team. Qualifications - 10+ years of professional software engineering experience, with demonstrated impact at a staff/architect level. - Deep expertise in Clickhouse, Python, and Django. - Experience designing and scaling data-intensive systems (reporting, analytics, or BI platforms), including data pipelines, query performance, and large dataset handling. - Proven track record leading technical architecture decisions and driving technical design discussions across teams. - Experience in diagnosing systemic production issues and building durable fixes that reduce recurrence, not just patch symptoms. - Comfortable working across the stack, including frontend changes to admin and reporting portals. - Strong communication skills and able to explain complex technical topics to the entire team in a clear and concise way. - Experience working in an early-stage startup is a huge plus. Requirements - You think critically about your work and ask questions to improve the product, not only its technical implementation but also how well it serves users' needs. - When things inevitably break, you eagerly jump in to diagnose and fix the core issues. Benefits - Private Health Insurance - Paid Time Off - Work From Home - Training & Development

• 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.

Role Description We are looking for a strategic, engaging, and leadership-oriented Team Lead, Onboarding to join our Implementation team. In this player-coach position, you will manage, mentor, and develop a team of Onboarding Specialists while continuing to deliver high-impact training and strategic adoption consulting yourself. Your goal is to scale team performance and ensure that new Ottimate clients don't just "have" our software, but are experts in using it to transform their financial workflows. Key Responsibilities - Team Leadership & Development: - Lead, mentor, and coach a team of Onboarding Specialists to drive high performance and professional growth. - Onboard new hires and successfully 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. - Learning Strategy & Delivery (Player Capacity): - 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. - Success Benchmarking & Optimization: - 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. Qualifications - 3+ years of experience in Customer Enablement or Product Adoption within a SaaS environment. - 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; comfortable leading a 1:1 "deep dive" as well as presenting to large executive groups. - 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 - 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. - Opportunity to be part of a growing team at a pivotal moment of scale for the business. - Agency to solve difficult problems creatively and explore work that inspires you. - Work with sharp, passionate teammates solving unique challenges. - Commitment to empowering a diverse and inclusive workforce.

• Design and execute customized training programs tailored to various user personas (e.g., AP Clerks, Controllers, and CFOs). • Define and track key adoption metrics and report on the effectiveness of training interventions. • Analyze client usage data to identify "low-adoption" accounts. • Proactively consult with clients to understand friction points and provide targeted re-education. • Act as a trusted advisor to client leadership, helping them navigate the internal shift from manual processes to automated workflows. • Partner with Product and Engineering teams to provide feedback on user friction points discovered during training sessions. • Map existing client workflows and re-engineer them into streamlined Ottimate solutions. • Act as a primary consultant to client leadership, identifying project risks and ensuring continuous momentum and on-time go-lives.