Ottimate

Financial Planning and Analysis

• Lead the annual budget, rolling forecasts, and long-range planning processes
• Develop comprehensive financial models that integrate both SaaS revenue streams (e.g., subscriptions, professional services) and payments revenue streams (e.g., interchange, value-added services). Such models would incorporate cash flow forecasts and sensitivity/scenario analyses to support decision-making
• Provide strategic financial guidance and planning support to the C-suite and functional leads
• Serve as the primary finance partner to leaders across Sales, Marketing, Product, Engineering, and Operations to evaluate initiatives, pricing models, customer acquisition strategies, and key Saas/Payment metrics
• Collaborate with the Sales team on commission plan design, quota setting, and sales efficiency analysis.
• Work with the Product and Payments teams to model the financial impact of new features, pricing changes, and payment partner agreements.
• Analyze SaaS and payments performance KPIs including ARR/MRR, gross margin, retention/churn, interchange revenue, and take rate
• Support product monetization strategies and payments/fintech-related compliance initiatives
• Develop and manage a suite of dashboards, reporting tools, and KPIs that provide real-time visibility into financial and operational performance across both SaaS and payments businesses
• Develop and manage sophisticated models to analyze key SaaS metrics, including Annual Recurring Revenue (ARR), Net Dollar Retention (NDR), Customer Acquisition Cost (CAC), and the Magic Number.
• Build and refine models for critical payments KPIs, including Gross Payment Volume (GPV), Take Rate, Net Take Rate, Transaction Margin, and cost of processing (interchange, partner costs).
• Conduct in-depth cohort analysis, pricing and packaging analysis, and ROI analysis for new products and marketing initiatives.
• Own monthly and quarterly management reporting including variance analysis and board decks
• Lead monthly variance analysis of actuals vs. budget/forecast, providing clear commentary on business drivers.
• Deliver actionable insights on operational efficiency, revenue growth, and margin improvement
• Lead the buildout and optimization of FP&A tools (e.g., PowerBI, Adaptive Insights, Anaplan, or Excel models)
• Drive automation of reporting and planning processes; ensure data integrity and consistency
• Collaborate with accounting on close processes and reconciliation between GAAP and operating metrics
• Manage, mentor, and grow a high-performing FP&A team
• Foster a culture of accountability, collaboration, and continuous improvement

Director of Financial Planning & Analysis, FP&A

Solutions Engineer

• Candidates must be based in NYC
• The job involves 25% travel
• The Solution Engineer is a technical resource that bridges the gap between sales and technology by performing in-depth and value-based technical demonstrations of the Ottimate solution.
• Your work will inevitably include contributing to sales presentations, workflow modeling, solution design and ensuring our customers and prospects fully grasp the value in our platform.
• Be an integral partner to our sales team by providing support to close deals and hit revenue goals.
• Key to this role is an ability to understand Ottimate's technology, expertly communicate its benefits, and win the trust of both prospects and the product and technology teams of potential partners.
• Heavily involved with integrations by distilling technical requirements and designing effective solutions to seamlessly integrate our product to ERP platforms.
• Lead the technical sales process, providing pre and post-sales technical expertise as well as ongoing consultation to Ottimate clients and prospects related to our payments technology and ERP integrations.
• Maintain expert-level knowledge of the application and technical features of our solution as well as understand possibilities and realities of tech-based integrations with our solution.
• Build and present powerful demos and technical presentations that clearly communicate Ottimate’s value proposition, educate the clients on the technical capabilities, customer benefits, and unique features of the product, and are tailored to specific customer needs
• Answer any technical sales-related questions by speaking with confidence, knowledge, and credibility about what we bring to our customers.
• Assist the Sales team in preparations and delivery of any pre-sales discovery and analysis including understanding pain points, desired outcomes, capability requirements, and metrics.
• Remove barriers and overcome objections to secure the technical win in complex opportunities.
• Leverage technical expertise to assist internal and partner sales teams in upselling new products and services to existing customers.
• Coordinate internal cross-functional resources and orchestrate actions to help close deals.
• Gather customer feedback and work closely with the product team to act as “voice of the customer” and enhance product offering.
• Stay current on industry and competitive trends by analyzing competition and communicating market challenges and opportunities to leadership.
• Collaborate with internal technical resources to continually develop and improve the client demonstration environment and processes.
• Suggest solutions and innovative ideas to meet customer needs.
• Attend and present at trade shows, user conferences, as needed.
• Perform other duties as assigned.

Solution Engineer

Events

• Strategize, plan, and execute marketing events across North America, from flagship tradeshows to small, regional conferences and dinners
• Manage internal company events, including a major supporting role in Otticon, our annual company-wide conference
• Concept and manage event visual identity, including booth buildouts, supporting collateral, and other related materials
• Work closely with the sales and marketing teams to oversee end-to-end logistics, solve problems in real-time, and ensure flawless execution at every event.
• Build and nurture relationships with our vendors, partners, and suppliers
• Ensure all event data is correctly attributed in our CRM so we can measure ROI
• Partner with our enablement team to ensure all event attendees are well-trained to welcome prospects, partners and customers to our events
• Align with our customer marketing team to create unique and memorable customer experiences at each event

Events Coordinator

Growth Marketing

• ABM Strategy: Lead the execution of the ABM strategy, overseeing multichannel ABM campaigns across email, display ads, content marketing, events, and social media. Measure, analyze, and optimize the performance of campaigns to ensure maximum ROI.
• Account Targeting & Segmentation: Use data and insights to define, segment, and prioritize high-potential accounts. Collaborate with sales and product teams to identify target accounts and personas, ensuring a laser-focused, highly relevant approach.
• Brand Awareness: Drive brand awareness campaigns within our ICP, including organic social, events, content syndication, and more.
• Sales Enablement: Ensure the sales team has all the necessary information to maximize prospecting productivity. Provide real-time insights into campaign and web activity on warm accounts demonstrating intent to buy. Work with sales daily to optimize the lead hand-off process.
• Events: Own our presence at both physical and virtual events, maximizing our opportunities with partners, prospects, and customers alike.
• Analytics & Reporting: Establish KPIs to track ABM campaign performance and results of the holistic marketing plan. Deliver regular reporting on key metrics such as account engagement, pipeline velocity, sales cycle, and revenue impact.
• Technology & Tools: Leverage marketing automation, CRM, ABM platforms, and full marketing stack (e.g., Marketo, Salesforce, Drift, 6Sense, etc.) to streamline processes, personalize campaigns, and track account engagement.
• Leadership: Lead and develop a team of hardworking, data-driven marketing professionals. Steward a culture of experimentation, turning insights from each test into shared learnings that drive continuous improvement and growth.
• Execution: Own part of the execution plan yourself, including getting your hands dirty writing copy, running webinars, attending events, and closing out Asana tasks. Just because you’re a Director, you lead by example with a strong work ethic.

Director of Growth Marketing

Engineering Manager

• Provide executive leadership for engineering execution — ensure high-quality delivery, predictable velocity, and efficient processes across all product areas.
• Build, scale, and lead a global engineering organization of 100+ engineers, cultivating a strong culture of innovation, collaboration, and accountability.
• Drive long-term technical strategy and roadmaps, ensuring the organization is well-positioned to handle rapid growth, new product lines, and high transaction volumes.
• Establish engineering standards and practices across backend, frontend, security and infrastructure, including testing, observability, and code quality.
• Own technical direction and architectural oversight for critical platforms, ensuring robust, scalable, and secure systems that power all our products.
• Guide design and technology choices at a systems level, fostering best practices in reliability, performance, security, and compliance.
• Partner with Product, Design, and Operations to align engineering priorities with business objectives and deliver impactful customer experiences.
• Develop and mentor engineering leaders to scale management capacity and empower teams.
• Champion AI and automation to enhance developer efficiency, improve velocity, and support the company’s innovation goals.

VP of Engineering

Product Designer

• Design Leadership and Systems Thinking: Lead and execute large-scale design initiatives, including the creation and implementation of a company-wide design system and a redesign of our platform's look and feel. You understand the importance of consistency, scalability, and efficiency in design.
• User Research & Strategy: Plan and conduct comprehensive user research (interviews, surveys, usability testing) to deeply understand user needs and inform product strategy. Translate these insights into a multi-year design plan.
• Cross-Functional Collaboration: Partner closely with engineering, product management, and other stakeholders to deliver exceptional user experiences. You'll provide clear specifications and high-fidelity prototypes, acting with a bias for action to get things done efficiently.
• Design Advocacy: Champion a strong design culture within the organization, influencing our product development process and advocating for the user at every stage.
• Mentorship: Guide and mentor other designers, helping to elevate the overall quality of design across the company.

Principal Product Designer

Analyst

• Ottimate is seeking a highly analytical and technically proficient Payments Analyst to join our Finance team.
• This is a crucial, high-impact role responsible for being the analytical powerhouse supporting our Payment Operations, Vendor Operations, and Risk teams.
• You will not just report data; you will build the data infrastructure, automated monitoring, and predictive models necessary to optimize payment performance, maximize vendor conversion economics, and actively mitigate payments risk across the entire platform.
• Design, build, and maintain automated anomaly detection and alerting systems to monitor the real-time health of payment flows.
• Own the data pipeline for Payments—from sourcing raw transactional data (using SQL) to cleaning, transforming, and loading it into visualization tools for analysis.
• Analyze core payments KPIs to identify operational bottlenecks and drive efficiency improvements within Payment Operations.
• Conduct in-depth analysis on payments mix and routing to optimize transaction costs and maximize revenue from interchange/rebates.
• Develop and maintain robust vendor enrollment and conversion funnel models, forecasting the financial impact of shifting vendors to preferred electronic payment methods.
• Partner with the Risk team to model financial exposure and build reporting that tracks potential loss vectors, such as payments fraud attempts and chargeback/return rates.
• Produce and distribute standardized, automated management reports and dashboards that clearly communicate the financial health and operational performance of the entire payment ecosystem to cross-functional leaders.

Payments Analyst

Customer Support

• Member of Tier 1 Support Group
• Respond promptly and courteously to general customer inquiries in accordance with SLAs
• Collaborate with team members to address customer inquiries and issues
• Actively participate in team meetings and collaboration sessions to stay informed about product updates and common issues
• Expand into other support areas based on business needs and provide cross-area support
• Collaborate with subject matter experts to address complex customer issues
• Escalate issues to engineering via Jira and maintain ownership through resolution
• Seek oversight and assistance from Level 2 mentors or leads for challenging queries
• Collaborate with higher-level team members to enhance skills and knowledge in issue resolution
• Escalate to higher-level team members or leads as needed

Product Support Specialist

Manager

• Collaborate with sales during late-stage cycles to provide technical and functional expertise and lead discovery workshops.
• Design and present tailored integration solutions and develop comprehensive Statements of Work (SOWs) defining scope, timelines, and deliverables.
• Lead and manage end-to-end implementation lifecycle for new clients as primary technical/functional point of contact.
• Translate client business requirements into detailed functional and technical design documents for Dynamics BC integration and configure the AP automation solution.
• Create and manage project plans, monitor progress, and proactively manage risks and issues to ensure on-time, on-budget delivery.
• Coordinate project activities with internal teams (Engineering, Product) and client stakeholders (Finance, IT, AP departments).
• Serve as Subject Matter Expert on Dynamics BC integration, including data mapping, API capabilities, and P2P/AP best practices.
• Conduct system testing, support User Acceptance Testing (UAT), manage issue resolution, and ensure solution stability and scalability.
• Train client administrators and end-users; create and maintain documentation including design specifications, configuration guides, and training materials.
• Act as liaison to Product Management, gather feedback to shape connector and platform roadmap, and identify process improvements and best practices.

ERP Solution Manager, Dynamics BC

Product Manager

• Ottimate is an AI-powered AP automation platform that empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance across the entire invoice-to-payment lifecycle.
• The Sr. Director will be a key member of Ottimate’s leadership team, responsible for defining and executing the company’s product vision and roadmap across AP, Payments, and Spend products. This executive will lead the Product Management function, with a primary focus on execution, fostering a tight, high-velocity partnership between the Product GTM and Engineering teams.
• This role is for a hands-on leader who excels at translating vision into a tangible, deliverable roadmap. Our team requires a strong strategic thinker who thrives in scaling SaaS businesses, has deep experience in financial software and ERP-adjacent ecosystems, and can balance long-term vision with near-term execution.
• Roadmap Execution & Delivery: Translate high-level strategic objectives into a clear, detailed, and prioritized product roadmap and ensure delivery in partnership with Engineering and Design.
• Implement and refine agile product management processes to improve roadmap predictability, team velocity, and cross-functional communication.
• Oversee product delivery processes, ensuring releases are high quality, timely, and aligned with customer and partner expectations.
• Prioritize product investments to balance near-term revenue goals with long-term strategic differentiation.
• Product Strategy & Vision: Translate the overarching company vision into a cohesive and actionable product strategy for Ottimate’s AP Automation, Payments, and Spend product lines.
• Drive product strategy for our core verticals (Hospitality, Retail, Healthcare), ensuring roadmap priorities align with domain-specific needs and differentiation.
• Drive innovation in AI-powered automation, real-time settlement, and ERP ecosystem integrations.
• Leadership & Team Development: Build, mentor, and scale a high-performing Product Management team, fostering a culture of customer focus, accountability, and innovation.
• Serve as a leader collaborating with peers in Revenue, Technology, Finance, Customer Success, Marketing, and People.
• Embed best-in-class product management practices, including discovery, roadmapping, and release management.
• Market & Ecosystem Engagement: Act as a thought leader for Ottimate in the AP Automation and Payments market.
• Partner with ISVs, OEMs, VARs, and System Integrators to extend Ottimate’s ecosystem reach and co-develop solutions.
• Act as a key product evangelist, communicating the value of our solutions and the direction of our roadmap to internal and external stakeholders.
• Partner with GTM teams to ensure successful product launches and support go-to-market readiness.
• Metrics & Outcomes: Define and track key KPIs, including product adoption, NDR, attach rates, and time-to-value.
• Deliver against revenue growth targets by ensuring product-market fit, competitive differentiation, and ecosystem leverage.
• Partner with Finance and Executive Leadership to ensure product decisions align with EBITDA and revenue goals.

Senior Director, Product Management - Payables and Automation

• Ottimate is an AI-powered AP [Accounts Payable] automation platform that empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance across the entire invoice-to-payment lifecycle.
• Define and deliver the GTM strategy and technical integration paths with ISVs, OEM partners, VARs, and System Integrators.
• Ensure Ottimate’s products are well-positioned within partner ecosystems, create scalable technical enablement paths, and drive joint GTM motions that accelerate adoption and revenue.
• Design the alliance framework, define the technical integration roadmap, and work cross-functionally with Product, Engineering, Revenue, Marketing, and Partner teams to execute against it.
• Develop and own Ottimate’s GTM strategy for ISV, OEM, VAR, and SI partnerships, aligned with company growth goals.
• Identify, prioritize, and onboard partners that expand Ottimate’s reach in key verticals and ERP ecosystems.
• Define joint value propositions, co-selling motions, and enablement assets to maximize partner-driven revenue.
• Define technical integration paths (APIs, partner portals, embedded workflows) required for ISV, OEM, and VAR success.
• Collaborate with Product and Engineering to translate partner requirements into product roadmaps and delivery commitments.
• Ensure integrations are standardized, scalable, and aligned with Ottimate’s overall platform architecture.
• Oversee technical certification and validation of partner solutions.
• Work with Sales and Marketing to craft messaging, collateral, and joint campaigns tailored to alliance partners.
• Partner with Customer Success and Professional Services to ensure smooth deployment and support of partner-enabled solutions.
• Collaborate with Finance and Legal on partner contracts, pricing models, and compliance.
• Establish success criteria and KPIs for each alliance (e.g., revenue contribution, integration adoption, partner enablement).
• Monitor alliance health and partner performance, providing regular reporting to Product and Executive leadership.
• Act as the primary product liaison for alliance partners, ensuring alignment between business outcomes and technical delivery.

Product Manager, Alliances

About Us
Ottimate is an AI-powered AP [Accounts Payable] automation platform that empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance across the entire invoice-to-payment lifecycle.
The Role
The Solution Manager for NetSuite Integration is a critical, client-facing role responsible for the successful implementation and integration of our AP automation platform with our clients' (ERP) systems. You will serve as the primary technical and functional expert, bridging the gap between our clients' business needs and our solution's capabilities. You will lead the discovery, design, configuration, and deployment phases, ensuring a seamless and valuable experience for our customers.
This is a hands-on role that requires a deep understanding of both AP processes and the specific architecture of the NetSuite system.
Key Responsibilities
Solution Design & Pre-Sales Support:
Collaborate with the sales team during the final stages of the sales cycle to provide technical and functional expertise.
Lead discovery workshops with prospective clients to understand their current AP processes, pain points, and business requirements within their NetSuite environment.
Design and present tailored integration solutions that demonstrate the value and capabilities of our platform.
Develop comprehensive Statements of Work (SOWs) that accurately define project scope, timelines, and deliverables.
Implementation & Project Management:
Lead and manage the end-to-end implementation lifecycle for new clients, acting as the main point of contact for all technical and functional aspects of the project.
Translate client business requirements into detailed functional and technical design documents for the integration with NetSuite.
Configure our AP automation solution and the integration points to meet the specific needs of the client.
Create and manage project plans, monitor project progress, and proactively manage risks and issues to ensure on-time, on-budget delivery.
Coordinate all project activities with internal teams (Engineering, Product) and client stakeholders (Finance, IT, AP departments).
Technical & Functional Expertise:
Serve as the Subject Matter Expert (SME) on all aspects of the NetSuite integration, including data mapping, API capabilities, and best practices for Procure-to-Pay (P2P) and AP processes.
Conduct system testing, support User Acceptance Testing (UAT), and manage issue resolution to ensure the solution is stable, scalable, and meets business requirements.
Train client administrators and end-users to ensure successful adoption and long-term success with the platform.
Create and maintain high-quality documentation, including design specifications, configuration guides, and training materials.
Product & Strategy Contribution:
Act as a liaison between the client and our Product Management team, gathering feedback to help shape the future roadmap of our NetSuite connector and core platform.
Identify opportunities for process improvement and develop best practices for our implementation methodology.
Stay current with new NetSuite features, releases, and industry trends to ensure our solution remains best-in-class.

Solution Manager, NetSuite

Product Operations

• Standardize and optimize product team processes, tooling, and workflows (roadmapping, backlog management, release planning, KPI tracking).
• Develop and maintain product documentation, dashboards, and internal communications for visibility across Product, Engineering, and GTM teams.
• Drive operational rhythm of Product (quarterly planning, OKR tracking, product reviews).
• Manage product data, metrics, and insights to support decision-making and improve execution velocity.
• Own the end-to-end release process for Ottimate’s SaaS products, ensuring smooth and predictable deployments.
• Partner with Engineering to define release criteria, cutoffs, testing, and communication cadence.
• Coordinate release readiness with Support, Services, and Customer Success.
• Track and report on release health, adoption, and quality metrics.
• Lead cross-functional product launch processes from planning through execution.
• Partner with Product Managers and Marketing to define launch requirements, assets, and GTM enablement.
• Ensure Sales, Services, and Support teams are trained and prepared ahead of each launch.
• Manage post-launch reviews to measure adoption, collect feedback, and improve future launches.