Ottimate Benefits Overview

Own and cleanse payments data to produce accurate Power BI dashboards and forecasts. Analyze interchange, ACH, VCC, and check costs to identify margins and optimization opportunities. Deliver executive-level storytelling, perform rigorous reconciliations, and act as an internal consultant to guide resource allocation and reduce payment costs.

Lead client onboarding for an AI-powered AP SaaS platform: design training programs, map and transform workflows, track adoption metrics, consult on change management, and collaborate with Product to remove user friction and ensure on-time go-lives.

Lead and deliver multiple concurrent client implementations of an AI-powered AP automation platform. Design tailored project plans, manage stakeholders and timelines, coordinate cross-functional technical work, map and transform client workflows, and ensure successful product adoption, satisfaction, and renewals.