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.

Related companies:

🏢 HubSpot
👥 1001-5000💰 $35,000,000 Series E over 12 years ago🫂 Last layoff about 1 year agoSaaSAnalyticsMarketingCopywritingSocial Media
Website LinkedIn Email Facebook Twitter
🏢 Remote
👥 1001-5000💰 $300,000,000 Series C almost 3 years ago🫂 Last layoff over 2 years agoHuman Resources Services
Website LinkedIn Email Facebook Twitter

Jobs at this company:

Apply

📍 United States

🔍 SaaS

  • 2-4 years of experience in client onboarding, account management, or customer success in a SaaS environment.
  • Strong understanding of Mid Market business needs and challenges.
  • Excellent communication and interpersonal skills, with the ability to build strong client relationships and effectively convey complex information.
  • Proven ability to manage multiple projects simultaneously and meet tight deadlines.
  • Working knowledge of CRM tools, preferably Salesforce.
  • Analytical mindset with a problem-solving attitude and attention to detail.
  • Lead and manage the end-to-end onboarding process for Mid Market clients, ensuring a smooth transition from contract signing to full product implementation.
  • Serve as the primary contact for clients during the onboarding phase, providing expert guidance, addressing concerns, and delivering high-quality customer service.
  • Work with clients to understand their unique needs and configure Ottimate’s solutions to meet those requirements effectively.
  • Conduct comprehensive training sessions for clients, providing hands-on guidance on software features, best practices, and troubleshooting techniques.
  • Oversee project timelines, manage resources, and ensure that all onboarding milestones are completed within the appropriate time frame.
  • Partner with cross-functional teams, including Sales, Product, and Customer Support, to ensure a cohesive onboarding experience and resolve any issues promptly.
  • Maintain accurate records of onboarding progress, client interactions, and project outcomes.
  • Assist clients in managing organizational change related to the adoption of new technologies and processes.

Project ManagementSalesforceProject CoordinationCommunication SkillsAnalytical SkillsProblem SolvingCustomer serviceInterpersonal skillsAccount ManagementReportingTrainingClient relationship managementCross-functional collaborationCRMCustomer supportChange ManagementCustomer SuccessSaaS

Posted about 6 hours ago
Apply
Apply
🔥 Controller
Posted about 6 hours ago

📍 United States

💸 120000.0 - 160000.0 USD per year

  • Bachelor's degree in Accounting, Finance, or a related field.
  • CPA or CMA certification is highly preferred.
  • Proven experience as a Controller, Asst. Controller, or similar role in a stand-alone company (not only at a divisional level).
  • Prior experience running disciplined month and year-end close processes is a must.
  • Preference given to those with prior experience in a SaaS or Fintech company with knowledge of industry-specific accounting standards and practices.
  • Strong knowledge of US GAAP and accounting principles.
  • Experience with revenue recognition and SaaS metrics is desirable.
  • Detail-oriented with a high level of accuracy and strong organizational skills.
  • Exceptional communication skills, both written and verbal, with the ability to effectively collaborate with cross-functional teams and present financial information to non-finance stakeholders.
  • Experience conducting financial and other process audits.
  • Experience in successfully implementing and optimizing Enterprise Resource Planning (ERP) systems a plus. Candidates with a track record of integrating ERP solutions into a SaaS business environment will be given preference.
  • Manage day-to-day financial operations, including accounts payable, accounts receivable, cash management, and general ledger activities.
  • Manage and perform calculations and reconciliations for month-end close. Prepare timely and accurate financial statements, including balance sheets, income statements, and cash flow statements, and provide insightful analysis to support decision-making.
  • Ensure adherence to accounting principles, financial regulations, and internal controls, and proactively identify and mitigate financial risks. Responsible for regulatory filings and compliance matters.
  • Develop and implement risk mitigation strategies, including insurance coverage, to protect the company from financial uncertainties.
  • Coordinate and manage external audits, ensuring timely completion and compliance. Collaborate with external tax advisors to ensure accurate tax reporting and compliance.
  • Continuously assess and enhance financial processes and internal controls to optimize efficiency. Identify opportunities for automation and implement scalable solutions.
  • Monitor and optimize cash flow, including investments, financing, and treasury management, to ensure the company's liquidity and financial stability.
  • Develop and maintain financial policies and procedures to ensure consistency, transparency, and compliance across the organization.
  • Manage relationships with third-party vendors and partners whose services support the SaaS platform, including evaluating costs and service quality.

Financial ManagementCommunication SkillsAnalytical SkillsAccountingAttention to detailOrganizational skillsComplianceProblem-solving skillsBudgetingRisk ManagementFinancial analysisData analyticsSaaS

Posted about 6 hours ago
Apply