Ottimate

Onboarding Specialist

• Client Onboarding: Lead and manage the end-to-end onboarding process for SMB clients, ensuring a smooth transition from contract signing to full product implementation.
• Training and Support: Conduct comprehensive training sessions for clients, providing hands-on guidance on software features, best practices, and troubleshooting techniques.
• Customer Interaction: Serve as the primary contact for clients during the onboarding phase, providing expert guidance, addressing concerns, and delivering high-quality customer service.
• Customization and Configuration: Work with clients to understand their unique needs and configure Ottimate’s solutions to meet those requirements effectively.
• Project Management: Oversee project timelines, manage resources, and ensure that all onboarding milestones are completed within the appropriate time frame.
• Collaboration: Partner with cross-functional teams, including Sales, Product, and Customer Support, to ensure a cohesive onboarding experience and resolve any issues promptly.
• Reporting: Maintain accurate records of onboarding progress, client interactions, and project outcomes.

Client Onboarding Specialist – SMB

Marketing

• Support the recruitment process for partner acquisition, providing air cover to the Alliances team to ensure Ottimate is top of mind for our future channel partners
• Develop channel marketing strategies designed for all types of partners (reseller, referral, OEM) to drive long-term, scalable growth
• Work closely with each partner to understand and execute on the optimal GTM tactics for driving joint pipeline and co-sell opportunities based on partners’ tiering and strategic importance
• Produce joint content assets in collaboration with industry subject matter experts to tell the ultimate “better together” story
• Ensure partners are kept up-to-date with the latest product and company announcements from Ottimate
• Work with the Ottimate events team to ensure partner participation is considered in all Ottimate marketing motions
• Own the partner marketing budget, ensuring it’s allocated to drive maximum ROI
• Conduct market research and analysis to identify channel trends, opportunities, and competitor activities
• Drive industry-specific marketing to the appropriate partner audience

Director of Partner Marketing

Account Manager

• Build, lead, and develop a high-performing partnerships team, providing clear direction, coaching, and accountability.
• Set goals, define roles and responsibilities, and establish operating rhythms that enable the team to execute effectively and consistently.
• Mentor and grow team members through regular feedback, performance management, and professional development.
• Foster a culture of collaboration, ownership, and continuous improvement across the partnerships organization.
• Align with your team's to maintain, and deepen relationships with key partners, collaborators, and industry stakeholders.
• Serve as the primary point of contact for partners and act as a trusted advisor to internal teams and external organizations.
• Co-build and execute a comprehensive partnership strategy for each of our key industries that align with Ottimate’s goals and growth initiatives.
• Collaborate with Sales, Marketing, Product, Legal, and Customer Success teams to align joint initiatives and ensure seamless execution.
• Communicate partnership priorities and insights to leadership, contributing to strategic planning and company-wide goals.
• Represent the company at industry events, conferences, and partner engagements as an ambassador of our mission and value proposition.

Director of Partnerships

• About OttimateOttimate 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.
• **Your Responsibilities:**
• - **Partnership Strategy & Execution: **
• - Co-develop and own the partnership strategy aligned with company objectives and growth priorities in your specific ecosystem.
• - Identify, evaluate, and prioritize strategic partners that expand market access and unlock new revenue opportunities.
• - Lead partnership discussions end-to-end, including discovery, negotiation, structuring, and execution of agreements.
• - **Relationship Ownership: **
• - Build and manage executive-level relationships with key partners, serving as the primary point of contact and trusted advisor.
• - Own the full lifecycle of partnerships, from onboarding and enablement through long-term partner management.
• - Act as the escalation point for strategic partner issues while proactively identifying opportunities for expansion.
• - **Cross-Functional Influence:**
• - Work closely with Sales, Marketing, Product, Legal, and Customer Success to align on joint initiatives and ensure successful execution.
• - Influence internal stakeholders without formal authority, driving alignment and momentum across teams.
• - Translate partner feedback into actionable insights that inform product direction and go-to-market strategy.
• - **Pipeline & Revenue Impact:**
• - Drive measurable pipeline and revenue through partner resellers, partner referrals and partner-influenced opportunities.
• - Support co-selling motions with internal sales teams, helping partners position joint value propositions effectively.
• - **Performance Measurement & Optimization:**
• - Know and work towards your success metrics and track performance against goals, pipeline, and ROI.
• - Continuously refine partnership models, playbooks, and processes to improve efficiency and scalability.
• - **Market & Brand Presence**
• - Represent the company externally at partner meetings, industry events, and ecosystem forums.
• - Stay close to market trends, competitive dynamics, and partner needs to inform ongoing strategy.

Partnership Manager

Implementation Specialist

• Shaping the Client Experience: Designing project plans according to each client’s unique needs, resulting in high levels of satisfaction, product adoption, and renewal rates post-implementation.
• Stakeholder Governance: Drive accountability across teams by securing stakeholder buy-in across all levels and managing cross-functional stakeholders to ensure adherence to project milestones and implementation timelines.
• Overseeing Technical Deliverables: Work alongside our Solutions Services, Professional Services, Engineering, and Product teams to ensure custom and technical work is completed according to timelines.
• Interdepartmental Collaboration: Partner with cross-functional teams, including Sales, Product, and Engineering to provide a cohesive implementation experience and resolve any issues promptly.
• Process Transformation: Map existing client workflows and re-engineer them into streamlined Ottimate solutions that eliminate manual bottlenecks and maximize AI-driven automation.

Implementation Manager

Product Manager

• Own the product vision and roadmap for Payments and Expense Management across VendorPay and Ottimate Spend
• Drive product discovery to uncover customer pain points, evolving needs, and industry trends
• Define, prioritize, and deliver high-impact features that power vendor payments, corporate cards, and real-time spend visibility
• Partner closely with Engineering and Design to deliver delightful, performant, and compliant solutions
• Collaborate with Finance, Risk, and Compliance teams to meet regulatory and security requirements across payment methods (ACH, virtual cards, check, etc.)
• Work with Sales, Success, and Marketing to support launches, enablement, and product positioning
• Evaluate partner and integration opportunities, especially in embedded finance, expense platforms, and vertical ERPs
• Serve as the internal and external product expert for all things Payments and Expense Management
• Track key metrics and user feedback to iterate, scale, and improve product performance and customer satisfaction

Principal Product Manager – Payments and Expense Management

Account Executive

• Drive success of the company’s goals and objectives by achieving individual sales quotas.
• Build and manage a sales pipeline through prospecting and lead generation efforts focusing on the healthcare vertical.
• Develop and deliver customized sales presentations and product demonstrations, both by phone and via online demos.
• Develop and negotiate proposals and contracts.
• Monitor and analyze sales metrics to identify opportunities for improvement and implement strategies to address them.
• Collaborate effectively and engage various pre/post-sales resources, including Sales Development Representatives, Account Managers, HR, and Executive Leadership.
• Participate in industry events, conferences, and networking activities to build brand awareness and generate leads.
• Provide regular feedback to the product development team based on customer insights to help refine our offerings.
• Maintain detailed records of customer interactions and sales activities in Salesforce.
• Ensure customer satisfaction by managing and resolving any issues that arise during the sales process.
• Stay informed about competitor products and industry developments in the construction vertical to effectively position our solution in the market.
• Train and mentor SDRs and Associate AEs, sharing best practices and strategies for success.

Account Executive – Healthcare

• Drive success of the company’s goals and objectives by achieving individual sales quotas.
• Build and manage a sales pipeline through prospecting and lead generation efforts focusing on the hospitality (hotel) vertical.
• Develop and deliver customized sales presentations and product demonstrations, both by phone and via online demos.
• Develop and negotiate proposals and contracts.
• Monitor and analyze sales metrics to identify opportunities for improvement and implement strategies to address them. Leverage data insights to accurately forecast sales activity and revenue achievements.
• Collaborate effectively and engage various pre/post-sales resources, including Sales Development Representatives, Account Managers, HR, and Executive Leadership.
• Participate in industry events, conferences, and networking activities to build brand awareness and generate leads.
• Provide regular feedback to the product development team based on customer insights to help refine our offerings.
• Maintain detailed records of customer interactions and sales activities in Salesforce.
• Ensure customer satisfaction by managing and resolving any issues that arise during the sales process.
• Stay informed about competitor products and industry developments in the construction vertical to effectively position our solution in the market.
• Train and mentor SDRs and Associate AEs, sharing best practices and strategies for success.

Account Executive – Hospitality

Customer Support

• Provide prompt and courteous responses to general customer inquiries in alignment with our current customer service level agreements (SLAs).
• Collaborate with team members within the Support or Customer Success groups to address customer inquiries and issues.
• Actively participate in team meetings and training sessions to stay informed about product updates and improvements.
• As a part of the Scaled Customer Success program manage a high volume of accounts using a one-to-many approach.
• Assist the Scaled Customer Success Managers in preparing data and presentations related to annual renewal proposals and quarterly business reviews.
• Respond to and resolve customer inquiries regarding their account with Ottimate.
• Collaborate with experts in specific areas to address complex customer issues.
• Escalate issues to leadership as necessary to ensure a high level of customer satisfaction with our product and service levels.
• Seek oversight and assistance from managers when addressing challenging customer queries or technical issues.
• Collaborate with higher-level team members to enhance skills and knowledge in the resolution of customer problems.

Customer Service Specialist

• Provide prompt and courteous responses to general customer inquiries in alignment with our current customer service level agreements (SLAs).
• Collaborate with team members within the Support or Customer Success groups to address customer inquiries and issues.
• Actively participate in team meetings and training sessions to stay informed about product updates and improvements.
• Assist the Scaled Customer Success Managers in preparing data and presentations related to annual renewal proposals as well as quarterly business reviews.
• Respond to and resolve customer inquiries regarding their account.
• Collaborate with experts in specific areas to address complex customer issues.
• Escalate issues to leadership as necessary to ensure a high level of customer satisfaction.

Customer Success Manager

• Manage a portfolio of strategic Mid-Market customer accounts, building and maintaining strong, multi-threaded relationships with key stakeholders, including C-level executives, finance teams, and operations teams.
• Develop and execute account plans and strategies to drive revenue growth and achieve sales targets. Identify and close upsell and cross-sell opportunities within existing customer accounts, effectively persuading and influencing customers through the presentation and sale of complex solutions.
• Utilize analytical skills to analyze customer usage and engagement, identify trends, and derive insights to drive strategic decisions that enhance business outcomes and customer success.
• Act as an advocate for clients within the organization, conveying their feedback, needs, and concerns to relevant teams. Leverage customer feedback and insights to drive improvements in products, services, or processes, aiming to reduce churn and increase customer satisfaction.
• Collaborate with internal teams, including Sales, Customer Success, Marketing, Finance/Billing, and Product, to ensure customer satisfaction and resolve any issues or challenges.
• Manage regular business reviews with customers to review performance, measure client value, identify opportunities for improvement, and present new products or features. Maintain a proactive and flexible approach to customer touch points.
• Handle multiple accounts and tasks effectively, ensuring project milestones and goals are met, while tackling challenges head-on and implementing effective solutions to achieve business goals.
• Collaborate with the marketing team to develop and implement account-based marketing strategies to drive customer engagement and retention.

Client Onboarding Specialist – SMB

Director of Partner Marketing

Director of Partnerships

Partnership Manager

Implementation Manager

Principal Product Manager – Payments and Expense Management

Account Executive – Healthcare

Account Executive – Hospitality

Customer Service Specialist

Customer Service Specialist

Customer Success Manager 2 – Mid-Market