Payment Solutions Specialist

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Ottimate

WebsiteLinkedInAll Job Openings

51 - 200 employees

Ottimate (formerly Plate IQ) is the leading AP automation AI.

📋 Description

• Support the payment enablement experience for new VendorPay customers from implementation through early adoption, focusing on accelerating time to first payment and early payment adoption • Partner with Implementation and Onboarding teams to establish a clear path to first payment and keep customers progressing toward launch • Lead customer education and consultative sessions on VendorPay capabilities, payment workflows, and best practices • Identify and remove operational, product, or customer barriers that could delay a customer’s first payment • Monitor early payment activity and proactively engage customers to accelerate transaction volume and adoption • Help customers progress toward payment volume and Virtual Card opportunities identified during sales and implementation • Serve as a subject matter expert across Virtual Card, ACH, and Check payment workflows • Troubleshoot complex payment scenarios and coordinate with Payment Operations, Product, Engineering, and other teams to drive resolution • Establish criteria for transitioning launched and ramped customers to ongoing Payment Operations support • Identify implementation trends and develop repeatable playbooks, processes, and educational resources • Provide customer and operational feedback to Product and Engineering to reduce implementation friction and improve the VendorPay experience • Leverage data, AI, and automation to improve implementation efficiency, identify adoption opportunities, and scale customer enablement

🎯 Requirements

• 5+ years of experience in payments, fintech, payment operations, SaaS implementation, customer enablement, or a related field • Strong knowledge of electronic payment methods, particularly ACH and commercial card or Virtual Card payments • Experience supporting customer implementations, onboarding, or adoption within a SaaS, fintech, or payments environment • Demonstrated ability to drive customers toward measurable milestones and business outcomes • Strong customer-facing skills to lead meetings, educate customers, overcome obstacles, and build confidence • Ability to identify implementation risks and proactively drive issues through resolution • Strong communication and presentation skills, including explaining complex payment concepts to technical and non-technical audiences • Experience collaborating across Implementation, Customer Success, Operations, Product, and Engineering teams • Analytical mindset using customer and transaction data to identify adoption gaps and opportunities • Highly organized and comfortable managing multiple customer implementations and priorities simultaneously • Process-oriented mindset with a track record of turning successful approaches into repeatable and scalable processes • Interest in using AI and automation to improve customer implementation and operational efficiency

🏖️ Benefits

• Performance-based bonus tied to key customer implementation and payment adoption outcomes • Comprehensive health, dental, and vision benefits • Paid time off and company holidays • Retirement benefits • Remote work environment • Opportunities for professional growth and development • Opportunity to help shape and scale how Ottimate implements and enables customers on its growing payments platform