Role overview

Qualifications

2-3 years of experience in data operations, analytics, or a similar role
Proficiency in SQL
Strong track record of managing customer relationships or escalations
Excellent attention to detail and ownership mentality around data accuracy

Responsibilities

Own end-to-end data processing of invoice data elements, review, and validation to ensure accuracy and completeness across multiple systems
Monitor complex data workflows, identify root causes of discrepancies, and implement corrective actions
Lead reporting efforts, advanced data analysis, and performance tracking for key business metrics
Write and optimize complex SQL queries to extract, analyze, and validate data

Key facts

Remote from: India, Mexico
Full time
Mid-level (2-5 years)
Operations Specialist
English

Hard skills

Data Processing SQL (Programming Language) Data Validation Customer Relationship Management Process Improvement

Other skills

Detail Oriented
Analytical Thinking
Problem Solving
Communication

About the company

Ottimate

Ottimate (formerly Plate IQ) is the leading AP automation AI. 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.

Company details

Company size51 - 200

Links

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Job description

Location: Remote, India

Department: Data Operations

Reports to: Director of Data Operations

About Us

Ottimate is an AP automation AI tool that provides a smarter way for AP managers, approvers, controllers, and CFOs to work through the entire invoice lifecycle.

The Role:

The Data Operations Specialist oversees the processing, validation, and maintenance of data across operational systems, independently resolving complex issues to ensure accuracy, consistency, and timeliness. This role works directly with customer invoice and workflow data to identify patterns and surface friction points that inform improvements to our AI-powered coding and GL matching models. The Specialist drives workflow improvements, supports automation initiatives, and regularly engages with customers to resolve issues and validate findings against real-world experience. The ideal candidate is detail-oriented, analytical, and experienced with large datasets, with strong customer-facing interpersonal skills.

Responsibilities:

Own end-to-end data processing of invoice data elements, review, and validation to ensure accuracy and completeness across multiple systems
Monitor complex data workflows, identify root causes of discrepancies, and implement corrective actions
Lead reporting efforts, advanced data analysis, and performance tracking for key business metrics
Write and optimize complex SQL queries to extract, analyze, and validate data
Partner with cross-functional teams and stakeholders to design and implement process improvements
Identify, propose, and help build automation solutions, using prompts (for example), to reduce manual effort and improve efficiency
Document standard operating procedures and train junior team members
Serve as an escalation point for data issues, system concerns, and cross-team troubleshooting
Act as a primary point of contact for customer inquiries related to data accuracy, reporting, or system issues
Communicate with customers primarily through tickets, to gather requirements, clarify needs, and translate findings into clear explanations, while identifying pain points and recommending improvements

Requirements

2-3 years of experience in data operations, analytics, or a similar role
Proficiency in SQL
Strong track record of managing customer relationships or escalations
Comfortable communicating directly with customers via email and phone
Excellent attention to detail and ownership mentality around data accuracy
Ability to manage multiple priorities, projects, and deadlines with minimal supervision
Strong analytical, critical-thinking, and problem-solving skills

Ottimate is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.