Payment Operations Manager

Ottimate
$105,000 - $110,000Remote

About The Position

Ottimate is seeking a customer-focused and hands-on Payment Operations Manager to lead our payment operations team and deliver an exceptional client experience. In this role, you will manage a team responsible for supporting clients across Virtual Card, ACH, and Check payment workflows, ensuring payment inquiries are handled quickly, accurately, and professionally. This role is ideal for a leader who enjoys coaching teams, solving operational challenges, and creating positive client experiences. You will balance day-to-day team leadership with process improvement, escalation management, and cross-functional collaboration to support Ottimate’s continued growth.

Requirements

  • 4+ years of experience in payment operations, customer operations, fintech operations, banking operations, or a related field.
  • 1+ years of people leadership experience, team lead experience, or demonstrated success mentoring and coaching others.
  • Experience supporting clients in a fast-paced SaaS, fintech, or payments environment.
  • Working knowledge of B2B payment methods including ACH, Virtual Card, and Check payment workflows.
  • Strong experience handling client escalations and resolving sensitive customer issues with professionalism.
  • Experience using operational and service metrics such as CSAT, response times, case volume, or resolution metrics to improve team performance.
  • Experience leveraging AI tools or automation to improve payment operations efficiency and client experience.
  • Familiarity with AI-assisted workflows for payment reviews, exception handling, or support operations.
  • Experience identifying opportunities to streamline processes through automation and operational improvements.
  • Excellent written and verbal communication skills.
  • Strong organizational skills with the ability to manage multiple priorities in a fast-moving environment.

Nice To Haves

  • Experience in accounts payable automation, B2B payments, or fintech.
  • Familiarity with payment platforms similar payment technologies.
  • Experience leading teams in a remote or distributed work environment.

Responsibilities

  • Lead, coach, and develop a team of Payment Operations Analysts, fostering a customer-first and accountable team culture.
  • Support team performance through regular coaching, feedback, quality reviews, and development planning.
  • Drive strong client service outcomes by monitoring key support metrics such as CSAT, response times, and case resolution.
  • Ensure clients receive timely, professional, and accurate communication throughout the resolution process.
  • Partner with Customer Success and Account Management teams to resolve client concerns and improve the overall payment experience.
  • Oversee daily payment support activities across Virtual Card, ACH, and Check payment workflows.
  • Act as an escalation point for complex client issues, payment exceptions, and time-sensitive requests.
  • Support the team in troubleshooting payment-related inquiries and ensuring issues are resolved efficiently.
  • Identify recurring client or operational issues and implement practical solutions to improve service quality.
  • Help improve internal workflows, team processes, and support documentation to increase efficiency and consistency.
  • Maintain standard operating procedures, training materials, and team communication templates.
  • Share client feedback and operational insights with internal teams including Product, Engineering, Vendor Operations, and Customer Success.
  • Support operational readiness for new processes, tools, and payment enhancements as the business grows.

Benefits

  • 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.
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