Ottimate

AI-driven AP automation platform for invoices

Vendor Services Specialist

Customer SuccessConfirmed live in the last 24 hours

Full-timeChihuahua, MexicoNo salary listed

About the Job

Requirements

1–2 years of experience in payment processing, vendor management, onboarding, or retention roles.
Strong written and verbal communication and interpersonal skills.
Strong attention to detail and problem-solving abilities.
Ability to work independently and prioritize tasks effectively.

Responsibilities

Facilitate onboarding of new vendors to the vCard payment system.
Verify vendor compatibility for vCard payments by processing the first scheduled payment.
Address onboarding issues, including fees, vendor unreachability, and acceptance issues.
Update and correct vendor remittance details, including phone numbers and email addresses.
Investigate migrating phone vendors to email or portal payments.
Monitor failed email notifications for vendors set to receive email payments.
Contact vendors to update their email information on file.
Follow up with vendors by email and phone to confirm receipt of email payments, using the follow-ups to validate and update email information on file.
Contact vendors with churn action items to validate the churn reason and attempt to retain them.
Address situations such as vendors charging credit card fees or being unreachable by phone.
Confirm vendors’ acceptance of vCard payments and address acceptance issues.

Vendor Services Specialist

Ottimate · Chihuahua, Mexico (Hybrid) · Full-time · Posted 2026-11-02

Workplace: hybrid

Department: Payment Ops

Description

Job Description:

We are seeking a dynamic individual to join our team as a Vendor Onboarding and Retention Specialist. In this role, you will be responsible for managing the onboarding process of new vendors to our vCard payment program and ensuring the retention of existing vendors by addressing any issues that may arise.

Responsibilities:

New Vendor vCard Onboarding:

Facilitate the onboarding process for new vendors to our vCard payment system.
Verify vendor compatibility for vCard payments by processing the first scheduled payment.
Address any issues that may arise during onboarding, such as fees, vendor unreachability, or acceptance issues.
Update and correct remit details as necessary, including phone numbers and email addresses.
Investigate the possibility of migrating phone vendors to email or portal payments.

Automatic Email Failure Monitoring:

Monitor failed email notifications for vendors set to receive email payments.
Connect with vendors to update their email information on file.

Automatic vCard Follow-ups:

Follow up with vendors through email and phone calls to confirm receipt of email payments.
Use follow-ups as an opportunity to validate and update email information on file.

Vendor Retention:

Contact vendors with churn action items to validate the churn reason and attempt to retain them.
Address specific situations, such as vendors charging credit card fees or being unreachable by phone.
Confirm vendors' acceptance of vCard payments and address any issues regarding acceptance.

Requirements

1-2 years experience in payment processing, vendor management, onboarding, or retention roles.
Excellent written and verbal communication and interpersonal skills.
Strong attention to detail and problem-solving abilities.
Ability to work independently and prioritize tasks effectively.

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About the Company

Ottimate

AI-driven AP automation platform for invoices

Ottimate provides subscription-based AP automation software that streamlines the entire invoice lifecycle. It uses a deep-learning AI trained on AP documents to extract data from invoices down to line items, including handwritten notes, and supports PO matching, approvals, and duplicate detection. It integrates with 100+ ERP systems and enables direct vendor payments via ACH, checks, or virtual cards with spend analytics. Its goal is to reduce manual work, speed up payments, and improve cash flow across industries beyond its hospitality origins.

Company size: 201-500
Company stage: Seed
Total funding: $130K
Headquarters: San Francisco, CA
Founded: 2014

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