Customer Service Specialist
Location: Guadalajara, Mexico
Type: Contractor/Full-time
About Ottimate
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
As a Customer Service Specialist at our organization, you will be an integral part of the Scaled Customer Success team, primarily focusing on support tickets requiring account-related questions and in preparing documents for renewal proposals and quarterly business reviews for our customers. You will be responsible for addressing general inquiries, providing basic technical assistance, and ensuring customer satisfaction. This role involves collaboration with both the Support group and specialized teams.
What You'll Do
Member of Scaled Customer Success Team:
- Provide prompt and courteous responses to general customer inquiries in alignment with our current customer service level agreements (SLAs).
- Collaborate with team members within the Support or Customer Success groups to address customer inquiries and issues.
- Actively participate in team meetings and training sessions to stay informed about product updates and improvements.Specialized Tasks:
- Our Scaled Customer Success program manages a high volume of accounts using a one-to-many approach. As a part of this team, you will assist the Scaled Customer Success Managers in preparing data and presentations related to annual renewal proposals as well as quarterly business reviews as well as responding to and resolving customer inquiries regarding their account with Ottimate.
- Collaborate with experts in specific areas to address complex customer issues in a singular group.
- Escalate issues to leadership as necessary to ensure a high level of customer satisfaction with our product and service levelsOversight and Assistance:
- Seek oversight and assistance from managers when addressing challenging customer queries or technical issues.
- Collaborate with higher-level team members to enhance skills and knowledge in the resolution of customer problems.What You'll Need:
- Previous experience in a customer-facing role is preferred.
- Basic understanding of technical support concepts and troubleshooting techniques.
- Strong communication skills with the ability to convey technical information in a clear and concise manner.
- Collaborative mindset and willingness to seek assistance and guidance when needed.
- Familiarity with Jira, Freshdesk, Salesforce, Maxio or similar systems is a plus.
- Familiarity with Accounting terminology is a plus.
- Familiarity with ERP Integrations is a plus.Note: This job description is a general outline of the responsibilities and qualifications required for the position. It is subject to change based on the evolving needs of the organization.
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"description" : "<div style="text-align: center;"><strong>Customer Service Specialist</strong></div><div><br></div><div><strong>Location: Guadalajara, Mexico</strong></div><div><strong>Type: Contractor/Full-time</strong></div><div><br></div><div><br></div><div><strong>About Ottimate</strong></div><div><br></div><div>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.<br><br>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.<br><br>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.</div><div><br></div><div><strong>The Role</strong></div><div><span style="font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">As a Customer Service Specialist at our organization, you will be an integral part of the Scaled Customer Success team, primarily focusing on support tickets requiring account-related questions and in preparing documents for renewal proposals and quarterly business reviews for our customers.
You will be responsible for addressing general inquiries, providing basic technical assistance, and ensuring customer satisfaction. This role involves collaboration with both the Support group and specialized teams.</span></div><div><br></div><div><span style="font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;"><strong>What You'll Do</strong></span></div><div><span style="font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Member of Scaled Customer Success Team:</span></div><ul><li><span style="font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Provide prompt and courteous responses to general customer inquiries in alignment with our current customer service level agreements (SLAs).</span></li><li><span style="font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Collaborate with team members within the Support or Customer Success groups to address customer inquiries and issues.</span></li><li><span style="font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;"> Actively participate in team meetings and training sessions to stay informed about product updates and improvements.<br><br><strong>Specialized Tasks:</strong></span></li></ul><div><br></div><ul><li><strong><span style="font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Our Scaled Customer Success program manages a high volume of accounts using a one-to-many approach.
As a part of this team, you will assist the Scaled Customer Success Managers in preparing data and presentations related to annual renewal proposals as well as quarterly business reviews as well as responding to and resolving customer inquiries regarding their account with Ottimate.</span></strong></li><li><strong><span style="font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Collaborate with experts in specific areas to address complex customer issues in a singular group.</span></strong></li><li><strong><span style="font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Escalate issues to leadership as necessary to ensure a high level of customer satisfaction with our product and service levels<br><br><br><strong>Oversight and Assistance:</strong><br></span></strong></li></ul><div><br></div><ul><li><strong><span style="font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Seek oversight and assistance from managers when addressing challenging customer queries or technical issues.</span></strong></li><li><strong><span style="font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Collaborate with higher-level team members to enhance skills and knowledge in the resolution of customer problems.<br><br></span></strong><span style="font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;"><strong>What You'll Need:</strong></span><span style="font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;"><strong></strong></span><strong><span style="font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;"><br></span></strong></li><li><strong><span 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