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Spend Payment Operations Analyst

The Role

We are looking for an energetic, highly motivated Spend 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 on our Spend platform.  You will interface with other Ottimate teams including Onboarding, Risk & Fraud, Product, and Engineering while providing world class client service.

What You'll Do

  • Client Support:
    • Troubleshoot client inquiries related to spend card card transactions, spend card settings, and reconciliation
  • Process Improvement:
    • Contribute to all spend-support related workflows and identify internal tool enhancements that would increase efficiencies for the spend payment operations team.
    • Prioritize customers' support requests based on service priority and professional judgment
  • Cross-functional Collaboration:
    • 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 
    • Collaborate with banking partners to resolve issues and support customers
  • Client Relationship Management:
    • Develop client relationships and identify opportunities to deliver more value to specific accounts
  • 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)
  • Excellent verbal and written communication skills
  • Excellent verbal and written communication skills in English (required).
  • Education: Bachelor’s degree in Business, Finance, or related field (preferred)
  • Experience: 1-2 years experience in payment processing, client services, and/or SaaS Products

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.

Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Spend Payment Operations Analyst, Ottimate

Ottimate is seeking a dynamic Spend Payment Operations Analyst to join our lively team, where you’ll be the voice and support system for our valued clients. In this role, you’ll engage daily with customers, providing assistance through email, phone, and video calls, addressing any inquiries related to payment transactions on the Spend platform. As a Spend Payment Operations Analyst, you’ll get to work closely with various teams such as Onboarding, Risk & Fraud, Product, and Engineering, ensuring that our clients receive top-notch service. Your responsibilities will involve troubleshooting issues related to spend card transactions and settings while also improving processes to streamline operations. You'll be instrumental in prioritizing customer support requests and suggesting enhancements based on client feedback. By fostering strong relationships with clients, you will uncover opportunities for delivering greater value to their accounts. A self-motivated individual, you’ll thrive in our fast-paced environment, juggling multiple priorities and leveraging your problem-solving skills. If you have a familiarity with SaaS, a passion for customer support, and an interest in Fintech, this might be the opportunity you’ve been waiting for. Bring your excellent communication skills and a bachelor’s degree in Business, Finance, or a related field, along with 1-2 years of experience in payment processing or client services, and help us redefine the client experience at Ottimate!

Frequently Asked Questions (FAQs) for Spend Payment Operations Analyst Role at Ottimate
What are the key responsibilities of a Spend Payment Operations Analyst at Ottimate?

As a Spend Payment Operations Analyst at Ottimate, you will engage with clients on a daily basis, providing email, phone, and Zoom support for their inquiries related to payment transactions. Key responsibilities include troubleshooting issues with spend card transactions, processing client requests, and improving existing workflows to enhance operational efficiencies. Additionally, you’ll collaborate cross-functionally with other teams and banking partners to ensure optimum client support.

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What qualifications do I need to apply for the Spend Payment Operations Analyst position at Ottimate?

To apply for the Spend Payment Operations Analyst role at Ottimate, you should have a bachelor’s degree in Business, Finance, or a related field. Additionally, 1-2 years of experience in payment processing, client services, or SaaS products is preferred. Familiarity with customer service software such as Freshdesk or Zendesk will also be beneficial for your application.

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How does Ottimate support employee development for Spend Payment Operations Analysts?

Ottimate is committed to fostering a supportive work environment for Spend Payment Operations Analysts by offering ongoing training and development opportunities. You will have access to resources to enhance your skills and knowledge in payment workflows and client relationship management, coupled with a culture that encourages growth and development within the organization.

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What characteristics make a successful Spend Payment Operations Analyst at Ottimate?

A successful Spend Payment Operations Analyst at Ottimate is someone who is self-motivated, detail-oriented, and possesses excellent problem-solving abilities. Being able to juggle competing priorities in a fast-paced environment is critical. Strong communication skills, both verbal and written, are essential to effectively support clients and collaborate with teams across the company.

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What kind of work environment can I expect as a Spend Payment Operations Analyst at Ottimate?

As a Spend Payment Operations Analyst at Ottimate, you can expect a vibrant and inclusive work environment where collaboration and innovation are valued. You will work alongside diverse teams and have the opportunity to contribute directly to our client’s success, all while being part of a company that encourages diversity and inclusion.

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Common Interview Questions for Spend Payment Operations Analyst
What can you tell us about your experience with payment processing and client services?

When responding to this question, be specific about your past roles and responsibilities, highlighting relevant experiences in payment processing and client support. Discuss any particular achievements or challenges you’ve faced, and how you addressed them. This will demonstrate your capability and readiness for the Spend Payment Operations Analyst position at Ottimate.

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How do you prioritize client inquiries in a fast-paced environment?

In answering this question, provide insights into your approach to prioritization. Describe techniques like assessing the urgency and impact of client requests, and how you manage multiple tasks efficiently. You can mention tools or systems you’ve used to help stay organized, which underlines your capability as a Spend Payment Operations Analyst.

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How would you handle a frustrated client?

Demonstrate your customer service skills by speaking about your ability to listen actively and empathize. Explain how you would seek to understand the client's issue fully before offering a solution. Your focus as a Spend Payment Operations Analyst at Ottimate should be on maintaining calm and finding a resolution that satisfies the client while also following company protocols.

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Can you describe a time when you improved a process at a previous job?

Share a specific example of a process improvement you led or contributed to in your previous roles. Describe the before and after scenarios, the steps you took to gather feedback, implement changes, and measure success. This shows your proactive mindset and ability to drive enhancements, which is essential for the Spend Payment Operations Analyst role.

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What tools or software are you familiar with that will support you in this role?

Be prepared to list any customer service software or tools you’ve used, such as Freshdesk, Zendesk, or Jira. Discuss your proficiency level with each tool and how you leveraged them to enhance client interactions. This establishes your readiness to jump into the Spend Payment Operations Analyst role at Ottimate.

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How do you approach working collaboratively with cross-functional teams?

Illustrate your teamwork experience, especially in cross-functional settings. Share examples of how you have successfully partnered with various departments to solve client issues or improve products. Emphasize your communication skills and how they play a role in collaborative success as a Spend Payment Operations Analyst.

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What interests you about the Fintech industry?

When asked this question, discuss your enthusiasm for financial technologies and how they revolutionize payments. Share any personal experiences or insights you have about the industry, and link this to your motivation for the Spend Payment Operations Analyst role at Ottimate, highlighting how you want to contribute to this exciting field.

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Describe how you keep up with changes and trends in the payment processing space.

Mention any specific blogs, websites, or communities you follow that keep you informed about the payment processing industry. Discuss how staying current enhances your work as a Spend Payment Operations Analyst, whether through applying new information to improve client service or demonstrating industry knowledge during discussions.

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Why do you want to work at Ottimate?

In your answer, focus on the company’s values and mission and how they resonate with your personal and professional beliefs. Showcase your research about Ottimate and express your excitement for the opportunity to make meaningful contributions as a Spend Payment Operations Analyst.

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What are your long-term career goals and how does this role fit into them?

Share your aspirations and how the Spend Payment Operations Analyst role aligns with your career path. Discuss your desire to develop in the fintech space and how you see opportunities at Ottimate helping you achieve your goals while contributing to the team’s success.

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