Sr. Salesforce Administrator
Location: México
Type: Full-time, Contractor.
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.
The Role
Ottimate is seeking a Sr. Salesforce Administrator to maintain and enhance our Salesforce platform to support our growing business needs. This role will be responsible for managing system configurations, user access, automation, and reporting to optimize sales and revenue operations. The ideal candidate is an expert in Salesforce administration, passionate about process improvements, and proactive in identifying and implementing system enhancements.
What You'll Do
- Serve as the primary administrator for Salesforce, managing system configurations, workflows, and security settings.
- Develop and maintain Salesforce reports and dashboards to support Sales, Marketing, and Customer Success teams.
- Automate processes using Salesforce Flow, validation rules, and other declarative tools.
- Manage user roles, permissions, and system access to ensure compliance and efficiency.
- Troubleshoot and resolve system issues, ensuring data integrity and optimal performance.
- Collaborate with stakeholders to gather business requirements and implement system improvements.
What You'll Need
- 4+ years of experience as a Salesforce Administrator.
- Salesforce Administrator certification required; Advanced Administrator or other relevant certifications preferred.
- Strong knowledge of Salesforce data structures, automation tools, and reporting capabilities.
- Experience with system integrations and third-party tools.
- Excellent analytical and problem-solving skills.
- Strong communication and stakeholder engagement skills.
What We Value
At Ottimate (formerly Plate IQ), we value a growth mindset and seek high-performing, creative individuals who dig into problems and see the opportunities for success.
We value those who believe improvement is always possible. At Ottimate (formerly Plate IQ), everything is a work in progress – we see room for growth in all areas
We emphasize an environment of teaching and learning to equip employees with the tools needed to be successful in their function within the company
We strongly believe in the value of growing a diverse team and encourage people of all backgrounds, genders, ethnicities, abilities, and sexual orientations to apply
About Ottimate
Ottimate is AP automation AI that provides a smarter way for AP managers, approvers, controllers and CFOs to work through the entire invoice lifecycle. With mature deep learning capabilities, Ottimate gets to know your business and AP process down to the line-item, supporting a custom approval and payment workflow.
Ottimate not only eliminates over 90% of the manual accounting process but also provides insights into invoices and spend, helping finance professionals uncover opportunities for growth. This means more strategic business decisions for CFOs and a better day-to-day for the entire team.
Don’t just Automate AP. Ottimate it.