Payment Operations Analyst

OttimateBengaluru, India | KarnatakaOnsite

Job Description

What we're looking forWe are looking for an energetic, highly motivated Payment Operations Analyst to engage with and support Ottimate clients on a daily basis. You'll engage with customers, providing email/phone/zoom support to answer client inquiries related to payment transactions. You will interface with other Ottimate teams including Account Management, Product, and Engineering while providing world class client service.

What you’ll do

Use investigative skills and product knowledge to troubleshoot client inquiries related to virtual card, ACH, and check payments that a client has facilitated via Ottimate
Respond to client inquiries related to enrolling client bank accounts and connecting to client vendors
Assist in the vendor enrollment process and answer any vendor questions intent to enable more client vendors to receive payments from Ottimate clients, as appropriate
Assist the Risk Management team to facilitate clients through KYC/KYB processes and account transaction limits in accordance with regulatory requirements
Prioritize customers' support requests based on service priority and professional judgment
Serve as a feedback loop from clients about potential product enhancements
Serve as an escalation point for any client inquiries requiring further involvement from other Ottimate teams (e.g. Account Management, Product, and Engineering)
Develop client relationships and identify opportunities to deliver more value to specific accounts

Required Skills and Abilities

Self-motivated personality, excellent problem-solving skills, and very detail-oriented in daily work
Quick learner with the ability to juggle competing priorities in a fast-paced environment
Exposure with SaaS offerings and interest in supporting client relationships
Familiarity with customer service software (e.g. Freshdesk, Zendesk, Jira, etc.)
Exposure to Fintech platforms and payment workflows (e.g. credit card, ACH, & check)
Undergraduate degree with concentration in business, finance, or similar field
Excellent verbal and written communication skills

Skills

Finance, fintech, payments operations, SaaS offerings, Freshdesk, client relationships, & client support

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You'll engage with customers, providing email/phone/zoom support to answer client inquiries related to payment transactions.  You will interface with other Ottimate teams including Account Management, Product, and Engineering while providing world class client service.<div> </div><span style="font-size:10pt;font-family:Roboto,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;">What you’ll do<ul style="margin-top:0;margin-bottom:0;"><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Use investigative skills and product knowledge to troubleshoot client inquiries related to virtual card, ACH, and check payments that a client has facilitated via Ottimate </li><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Respond to client inquiries related to enrolling client bank accounts and connecting to client vendors</li><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Assist in the vendor enrollment process and answer any vendor questions intent to enable more client vendors to receive payments from Ottimate  clients, as appropriate</li><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Assist the Risk Management team to facilitate clients through KYC/KYB processes and account transaction limits in accordance with regulatory requirements</li><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Prioritize customers' support requests based on service priority and professional judgment</li><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Serve as a feedback loop from clients about potential product enhancements</li><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Serve as an escalation point for any client inquiries requiring further involvement from other Ottimate teams (e.g.

Account Management, Product, and Engineering)</li><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Develop client relationships and identify opportunities to deliver more value to specific accounts</li></ul><div> </div><span style="font-size:10pt;font-family:Roboto,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;">Required Skills and Abilities<ul style="margin-top:0;margin-bottom:0;"><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Self-motivated personality, excellent problem-solving skills, and very detail-oriented in daily work</li><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Quick learner with the ability to juggle competing priorities in a fast-paced environment</li><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Exposure with SaaS offerings and interest in supporting client relationships</li><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Familiarity with customer service software (e.g.

Freshdesk, Zendesk, Jira, etc.)</li><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Exposure to Fintech platforms and payment workflows (e.g.

credit card, ACH, & check)</li><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Undergraduate degree with concentration in business, finance, or similar field</li><li dir="ltr" style="list-style-type:disc;font-size:10pt;font-family:Roboto,sans-serif;color:#12344d;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;margin-left: -7pt;"><span style="font-size:10pt;font-family:Roboto,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;">Excellent verbal and written communication skills<span style="font-size:10.5pt;font-family:Roboto,sans-serif;color:#ff0000;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;"> </li></ul><h4 dir="ltr" style="line-height:1.3199999999999998;margin-left: -7pt;margin-right: -7pt;margin-top:0pt;margin-bottom:4pt;"><span style="font-size:12pt;font-family:Roboto,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Skills</h4><span style="font-size:10pt;font-family:Roboto,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;">Finance, fintech, payments operations, SaaS offerings, Freshdesk, client relationships, & client support", "datePosted" : "2025-02-22 15:25:05 UTC", "employmentType" : "FULL_TIME", "remote" : "false", "hiringOrganization" : { "@type":"Organization", "name":"Ottimate" }, "jobLocation" : { "@type": "Place", "address": { "@type": "PostalAddress", "streetAddress": "", "addressRegion": "Bengaluru", "postalCode": "", "addressLocality": "Karnataka", "addressCountry": "India" } } } var translation = { 'employer_title': `Designation`, 'employer_company': `Company/Business name`, 'employer_start_date': `Start date`, 'employer_end_date': `End date`, 'employer_is_current': `I currently work here`, 'employer_summary': `Summary`, 'employer_remove': `Remove this employer`, 'education_degree': `Degree`, 'education_field_of_study': `Field of study/major`, 'education_school_name': `Institution/school name`, 'education_start_date': `Start date`, 'education_end_date': `End date`, 'education_is_current': `Currently pursuing`, 'education_grade': `Grade`, 'education_remove': `Remove this degree` };

Life at Ottimate

Plate IQ makes restaurant accounting easy. Automated accounts payable software replaces manual data entry by digitizing your invoices down to the line item, automatically assigning them your proper GL codes, syncing the information to your accounting software, and providing analytics around purchasing. Plate IQ also offers one-click bill pay, inventory, and cloud-based data storage that allows a restaurant to go paperless, or work together over multiple time zones.

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