Payment Operations Analyst

Location: Hybrid Remote in 31110, Chihuahua, Chih. (Candidates must live in Chihuahua City – strongly preferred)
Job Type: Full-time
Consultant Role: International Consultant position; hired candidates will be responsible for filing their own taxes.

Ottimate (formerly Plate IQ) helps fast growing businesses automate accounts payables on their terms. We simplify everything from invoice management to payments for both recurring and one-off expenses with a cloud-first approach that enables remote work. Ottimate’s AP Automation and VendorPay Network helps businesses pay and get paid faster.

At Ottimate, passion generates excitement for what we do and how we do it. With passion at the heart of everything we do, we nurture ideas, inspire excellence, and find creative ways to eliminate obstacles for cultivating growth. The positive attitude with which we assist one another develops open, honest, and genuine connections. Above all, we celebrate and embrace our differences. We invest in each other because we win or lose as a team.

Our values are at the center of our company and culture. At Ottimate (formerly Plate IQ), we value: Growth, Customer Focus, Innovation, Accountability, and Communication.

About the Role

Ottimate is seeking an energetic and highly motivated Payment Operations Analyst to support and engage with our clients daily. In this role, you will provide exceptional service through email, phone, and Zoom, addressing client inquiries related to payment transactions. You’ll collaborate closely with internal teams, including Account Management, Product, and Engineering, to ensure seamless client experiences and contribute to continuous improvements in our processes.

What You'll Do

Client Support:
- Troubleshoot client inquiries related to Virtual Credit Card, ACH, and Check payments facilitated via Ottimate.
- Respond to payment processing queries and assist clients in connecting with their vendors.
Vendor Enrollment:
- Assist in the vendor enrollment process and address vendor questions to increase adoption of Ottimate payment services.
Process Improvement:
- Contribute to payment-related workflows and suggest internal tool enhancements to improve team efficiency.
- Prioritize customer support requests based on urgency and professional judgment.
Cross-functional Collaboration:
- Act as a feedback channel for potential product enhancements based on client input.
- Serve as an escalation point for complex client inquiries, coordinating with Account Management, Product, and Engineering teams.
Client Relationship Management:
- Build strong client relationships and identify opportunities to deliver additional value to specific accounts.

What You'll Need

Self-motivated with excellent problem-solving skills and a strong attention to detail.
Quick learner capable of managing competing priorities in a fast-paced environment.
Exposure to SaaS offerings with a passion for supporting client relationships.
Familiarity with customer service platforms (e.g., Freshdesk, Zendesk, Jira).
Understanding of fintech platforms and payment workflows (credit card, ACH, check).
Education: Bachelor’s degree in Business, Finance, or a related field (preferred).
Experience: 1-2 years in payment processing, client services, and SaaS products.
Excellent verbal and written communication skills in English (required).

Additional Information

Application Question: Please provide your TOEFL, IELTS, or similar English proficiency test score if available.
Language Requirement: English (Required).
Work Environment: Hybrid remote setup.

Payment Operations Analyst

About the Role

What You'll Do

What You'll Need

Additional Information

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