Product Consulting Specialist

Posted Dec 17

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

We are looking for an energetic, highly motivated Product Consulting Specialist to engage with and support Plate IQ clients on a daily basis. This position is based out of India and will require the candidate to start work at 11 AM EST. Within this role, you will engage with customers, providing email/phone/zoom support as appropriate to answer any client inquiries. You will also interface with other Plate IQ teams including Account Management, Product, and Engineering.

Key Responsibilities

  • Use knowledge, research, judgment, troubleshooting, problem solving and professional discretion to answer customer's questions and solve issues
  • Use software tools to research a client’s feedback, troubleshoot the circumstance, and ultimately support customers.
  • Work directly with customer's administrators, answering questions regarding service start-up and usage
  • Prioritize customers' support requests based on service priority and judgment, to provide timely and accurate support while representing the company in the most professional manner
  • Provide recommendations on increasing efficiency and enhancing the customer experience
  • Facilitate zoom meetings to troubleshoot any issues that require screen sharing
  • Coordinate and execute technical tasks essential to the successful utilization of Security Mentor's services by customers
  • Perform QA/QC testing and reporting of products and services

Ingredients

  • Experience with SaaS offerings and supporting client relationships
  • Experience with customer service software (e.g. Freshdesk, Zendesk, Jira, etc.)
  • Exposure to Fintech platforms and ERP support/implementation/Integration
  • Demonstrated experience learning the ins and outs of a piece of software

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 

A Recipe For Total Rewards

We care deeply about making Ottimate an incredible place to work and invest a significant amount of time and energy into creating and maintaining a company culture that provides our team with a generous level of support whilst inspiring them to do their best work. 

At Ottimate we:

  • You will be part of a growing team, at a pinnacle moment of scale for the business, and experience the excitement of working in a startup where each action makes a huge difference.
  • You will have the agency to solve difficult problems creatively, the freedom to explore work that inspires you, and infrastructure to ensure you're constantly challenged and developing.
  • You will work with sharp, passionate teammates solving some of the most unique challenges and positioning our product as a premier finance automation solution. 
  • Our commitment to empowering a diverse and inclusive workforce, celebrating differences, and creating a safe space for our employees to bring their whole selves to work is second to none.
  • We are transforming entire industries using innovative technology including Artificial Intelligence, Payment Tech, and Neural Networks.
  • Our leaders lead with a people-first approach; inspiring excellence, nurturing ideas, and finding creative ways to eliminate obstacles for cultivating growth.
  • We truly love what we do and who we do it with - and we think you will too!

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.