Director of Professional Services [REMOTE]

Department: Operations & Account Management

Location: United States (Remote)

Description

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

The Director of Professional Services will play a critical role in building and leading our Professional Services team, focusing on ensuring the successful scoping, deployment, and management of complex customer projects. The successful candidate is a strategic thinker, strong leader, can scale the team to meet the growing business needs, and have excellent customer relationship management skills.

What You'll Do

Team Building & Leadership

• Lead and mentor a high-performing billable Professional Services team focused on customer satisfaction and efficient project delivery.


• Be accountable for the services team financial goals, metrics and reporting.


• Foster a collaborative, customer-centric team culture, emphasizing consistency and excellence in project execution.


• Develop training and career growth opportunities for team members, supporting professional development.

SOW Ownership & Scoping

• Own and manage the creation of customer-facing SOWs, ensuring accurate scoping for both standard and custom implementations.


• Standardize the SOW scoping process, establishing guidelines and templates to drive consistency and clarity.


• Collaborate cross-functionally with Sales, Sales Engineers, and Onboarding teams to align SOW requirements and set achievable deliverables.

Implementation & Project Management

• Oversee the delivery of complex deployments, and execution of statements of work, including custom integrations and ERP migrations.


• Set and manage customer expectations, project timelines, and deliverables, aligning resources and tracking milestones.


• Work closely with Customer Success and Onboarding to proactively address project risks and challenges.

Optimize Customer Time-to-Value

• Develop strategies that accelerate time-to-value for customers, maximizing their ROI with our platform.


• Identify and resolve project blockers to ensure swift, high-satisfaction deployments.
  
  • Act as a project sponsor, providing oversight and governance, including tracking of key metrics like project health, budget and risk.
  
  
  
  

Product Feedback & Collaboration

• Provide structured feedback and key data points to the Product team based on customer implementation experiences and project data.


• Act as a voice of the customer, highlighting areas for improvement and feature enhancement to continuously optimize the platform.

What You'll Need

• 
  Experience: 7 years in Professional Services, Customer Success, or a related field with a focus on complex project management, customer onboarding, and team leadership.


• 
  Leadership: Proven experience building and leading teams with a focus on development, mentorship, and high-performance outcomes.


• 
  Technical Acumen: Strong understanding of software implementations, systems integration, and custom solution scoping.


• 
  Project Management Skills: Proficient in project planning, resource allocation, risk management, and timeline management for high-impact projects.


• 
  AP Automation Expertise: Experience with AP Automation is highly preferred, including complex integrations with ERP systems.


• 
  Cross-Functional Collaboration: Skilled in working with Sales, Sales Engineering, Product, Engineering, Onboarding, Support and Customer Success teams to align on project requirements and deliverables.


• 
  Customer-Centric: Deeply committed to understanding customer needs and delivering solutions that maximize value and satisfaction.


• 
  Communication: Excellent verbal and written communication skills, adept at setting expectations and aligning stakeholders throughout the project lifecycle.


• 
  Analytical & Process-Oriented: Strong problem-solving and analytical abilities, with a track record of developing scalable processes and efficiencies.


• 
  Education: Bachelor's degree in Business, Information Technology, or related field preferred; PMP certification a plus.

What We Value

At Ottimate (formerly Plate IQ), we value a growth mindset and seek high-performing, creative individuals who dig into problems and see the opportunities for success.

• We value those who believe improvement is always possible. At Ottimate (formerly Plate IQ), everything is a work in progress – we see room for growth in all areas


• We emphasize an environment of teaching and learning to equip employees with the tools needed to be successful in their function within the company


• We strongly believe in the value of growing a diverse team and encourage people of all backgrounds, genders, ethnicities, abilities, and sexual orientations to apply

What You'll Receive

We care deeply about making Ottimate an incredible place to work and invest a significant amount of time and energy into creating and maintaining a company culture that provides our team with a generous level of support whilst inspiring them to do their best work.

The specific benefits/perks we offer are continually evolving, but currently include:

• Work from home in an energetic remote-first environment that supports flexible working hours and understands work-life balance.


• Competitive salary based on skills & experience.


• Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family.


• Employer sponsored 401(k) with company match.


• Paid Time Off (and the encouragement to use it).


• Annual company retreats.


• Promote from within philosophy.

Beyond the tangible benefits though:

• You will be part of a growing team, at a pinnacle moment of scale for the business, and experience the excitement of working in a startup where each action makes a huge difference.


• You will have the agency to solve difficult problems creatively, the freedom to explore work that inspires you, and infrastructure to ensure you're constantly challenged and developing.


• You will work with sharp, passionate teammates solving some of the most unique challenges and positioning our product as a premier finance automation solution.


• Our commitment to empowering a diverse and inclusive workforce, celebrating differences, and creating a safe space for our employees to bring their whole selves to work is second to none.


• We are transforming entire industries using innovative technology including Artificial Intelligence, Payment Tech, and Neural Networks.


• Our leaders lead with a people-first approach; inspiring excellence, nurturing ideas, and finding creative ways to eliminate obstacles for cultivating growth.


• We truly love what we do and who we do it with - and we think you will too!

Ottimate is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.