Ottimate

Risk

• 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.

Risk Analyst

Backend Engineer

• 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.

Staff Engineer – Python, Django

Team Lead

• 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.

Team Lead, Onboarding

Product Manager

• Own the roadmap for data validation across the invoice lifecycle — capture, extraction, coding, and matching — with a clear goal of raising straight-through processing while protecting accuracy.
• Define how the platform reasons about confidence: when to auto-process, when to flag for review, and how to present exceptions so a human can resolve them in seconds.
• Partner with ML and data science on extraction and GL-inference model performance — framing the problems, defining evaluation metrics, and prioritizing the data and feedback loops that improve them over time.
• Design the human-in-the-loop validation experience so that every correction an AP team makes feeds back into a smarter model.
• Own the metrics for data quality — field- and line-item-level accuracy, exception rate, correction volume, and time-to-resolution — and use them to drive the roadmap.
• Get deep on the messy realities of real invoices: multi-format documents, non-PO spend, complex multi-location chart structures, and long-tail vendors.
• Work with customer-facing teams to understand where validation breaks down in the field, and close the gap.

Senior Product Manager

• Own the roadmap, backlog, and outcomes for your product area, in partnership with engineering and design.
• Run discovery — talk to customers and internal teams, dig into product data, and turn what you learn into well-scoped problems and clear requirements.
• Write crisp specs and user stories, and make day-to-day prioritization and trade-off calls.
• Partner with engineering through the full delivery cycle, keeping work unblocked and focused on outcomes.
• Define success metrics for what you ship, instrument them, and report on results honestly.
• Work with customer success, support, and sales to understand how your area performs in the real world and where it needs to improve.
• Contribute to the broader product strategy with ideas grounded in customer reality.

Solutions Engineer

• Build and own a live dataset of blocked and declined integrations.
• Stand up the team's success-metrics baseline and deliver a recurring readout for leadership.
• Help draft and roll out the team's customer discovery-question playbook.
• Document a recent customer build as a case study for onboarding.
• Support the connective tissue between Solutions Engineering, sales, and product.

MBA Intern, Solutions Engineering

Business Intelligence Developer

• Take ownership of data that isn't yet "analysis-ready," mapping out processes to understand the how and why behind the numbers before building a single chart.
• Untangle the nuances of VCC interchange, ACH, and check processing costs to find hidden margins.
• Prepare the "Story of the Business" for the C-suite and sub-department leaders to drive high-stakes decision-making.
• Build and maintain PowerBI dashboards that track customer and vendor behaviors, identifying trends that signify churn risk or growth opportunities.
• Develop data-driven forecasts for interchange revenue and operational savings to support quarterly business reviews.
• Act as an internal consultant to identify high-value areas for resource allocation, such as shifting high-volume check spend to e-payments.
• Perform rigorous self-audits and reconciliation to ensure that every figure presented to leadership is 100% accurate and defensible.

Senior Business Intelligence Analyst – Payments Strategy

Financial Planning and Analysis

• Internal Financial Operations: Assist with day-to-day corporate AP and accounting tasks—living our mission by helping manage workflows, vendor records, and internal reconciliations.
• SaaS Metric Tracking: Support the team in tracking and organizing key SaaS growth data (such as ARR, MRR, customer churn, and net revenue retention) for executive dashboards.
• Expense Management Support: Help process internal employee expense reports, manage corporate spend logs, and cross-reference purchasing documentation.
• Month-End Close Support: Partner with internal accountants during the month-end closing process, assisting with bank ledger updates, data verification, and journal entries.
• Platform & Tool Testing: Gain deep product knowledge by utilizing modern ERP integrations (like NetSuite, Sage Intacct, or QuickBooks) and seeing how financial data maps across systems.
• Ad-Hoc Projects: Help research market trends, organize data for financial audits, and support special strategic projects for the corporate operations team.

Finance Intern

• Full Stack Feature Delivery - Discuss, plan, design, build, and ship features across the full stack - from polished user-facing interfaces to the backend services and AI-powered APIs that drive them. Work on capabilities that thousands of businesses rely on every day.
• System Ownership - Own the end-to-end quality of your system, including quality, reliability, performance, and the user experience your work delivers. Help evolve the architecture as we migrate modules into independent services.
• Cross-Functional Collaboration - Partner with engineers, designers, product managers, and other stakeholders to define both the user experience and the technical approach that brings it to life.
• Quality and Craft - Manage code reviews through Pull Requests and uphold a culture of moving fast while maintaining strong unit tests and code quality. Triage and fix bugs, often working directly with users to understand the problem and close the loop.
• Get Creative with AI - Use AI tools, workflows, and automations to accelerate how you design, write, test, and ship - and bring that same sensibility to the AI-powered features we build for our customers.