Full-Time Senior Manager of Professional Services

Ottimate (formerly Plate IQ) helps fast-growing businesses automate accounts payable 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.

The Senior Manager 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

1. Lead and mentor a high-performing billable Professional Services team focused on customer satisfaction and efficient project delivery.
2. Be accountable for the services team financial goals, metrics and reporting.
3. Foster a collaborative, customer-centric team culture, emphasizing consistency and excellence in project execution.
4. Develop training and career growth opportunities for team members, supporting professional development.
5. Own and manage the creation of customer-facing SOWs, ensuring accurate scoping for both standard and custom implementations.
6. Standardize the SOW scoping process, establishing guidelines and templates to drive consistency and clarity.
7. Collaborate cross-functionally with Sales, Sales Engineers, and Onboarding teams to align SOW requirements and set achievable deliverables.
8. Oversee the delivery of complex deployments, and execution of statements of work, including custom integrations and ERP migrations.
9. Set and manage customer expectations, project timelines, and deliverables, aligning resources and tracking milestones.
10. Work closely with Customer Success and Onboarding to proactively address project risks and challenges.
11. Develop strategies that accelerate time-to-value for customers, maximizing their ROI with our platform.
12. Identify and resolve project blockers to ensure swift, high-satisfaction deployments.
13. Act as a project sponsor, providing oversight and governance, including tracking of key metrics like project health, budget and risk.
14. Provide structured feedback and key data points to the Product team based on customer implementation experiences and project data.
15. Act as a voice of the customer, highlighting areas for improvement and feature enhancement to continuously optimize the platform.

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