Data Services & EDI Specialist

Location: Mexico, Remote or Chihuahua, (Hybrid)

Type: Contractor, Full-Time

About Ottimate

Ottimate is a leading provider of AI-powered automation solutions that help businesses streamline financial operations, optimize procurement, and manage spend with ease. Our platform integrates seamlessly with ERP, accounting, and procurement systems, enabling organizations to work smarter and scale efficiently.

About the Role

The Data Services & EDI Specialist is the technical engine behind the accuracy, reliability, and connectivity of the Ottimate platform for our clients. This role owns two closely related bodies of work: the system-level configuration that makes Ottimate run correctly for each client (dimension mapping, payment profiles, item validation, data hygiene), and the electronic data interchange (EDI) connections that let invoices flow automatically between client and vendor systems without manual entry.

This role sits within the SaaS Operations organization and operates at the boundary between technical configuration, integration engineering, and client operations. You are detail-obsessed, process-oriented, and comfortable working across multiple client environments and multiple vendor and partner connections simultaneously. Your work is what allows the rest of the Services team to focus on customer relationships and delivery - because the systems and the data underneath are solid.

As Ottimate's Concierge offering grows, clients engage Ottimate to manage AP processing on their behalf, and our EDI Expansion Program scales across the client base, this role will take on increasing operational responsibility in both areas. You will be one of the team members closest to that work, and your input will shape how both models scale.

Key Responsibilities

System configuration & technical setup

• Administer backend dimensions (GL codes, departments, projects) to ensure invoice data is coded accurately according to each client's business logic
• Execute setup and ongoing maintenance of electronic payment profiles (ACH and other electronic methods), ensuring banking data is validated, secure, and current
• Perform Item Validation mapping - technical mapping of line-item data so that items are recognized and processed without error

EDI connections & partner onboarding

• Set up, test, and maintain EDI connections (e.g., ANSI X12 or custom flat-file) between Ottimate, clients, and their vendor partners
• Map data fields between systems so invoices and credits (e.g., 810 transaction sets) translate correctly from one format to another
• Monitor EDI transmissions daily to catch failed or rejected transactions and resolve them quickly
• Troubleshoot data mismatches (wrong units, SKU errors, missing fields) that cause transactions to fail, using SQL or other data-querying tools to trace issues through the pipeline
• Onboard new vendors onto EDI, including running test transactions before go-live
• Work with vendors, customers, and internal teams (engineering, technical support, data ops) to resolve integration issues
• Document EDI specifications, mapping guides, and vendor partner requirements

Data operations & maintenance

• Perform bulk data uploads, scrubbing, and normalization - including ongoing maintenance of vendor lists and charts of accounts sourced from client ERPs
• Conduct proactive statement reconciliation audits, identifying and resolving gaps between vendor statements and system records
• Maintain data accuracy standards across all active client environments, flagging anomalies and resolving discrepancies before they surface as client issues
• Build and maintain documentation of each client's configuration and EDI logic, ensuring institutional knowledge lives in the system and not in individual memory

Ottimate Concierge operations

• Execute ongoing AP processing tasks within Ottimate Concierge client environments - serving as the operational resource that keeps these engagements running accurately and on schedule
• Identify inefficiencies in Concierge workflows and recommend process improvements that reduce manual effort and increase throughput as the client base grows
• Partner with the Strategic Consultant and Director of PS on the operational design of new Concierge engagements - contributing the systems, data, and EDI perspective to scoping and SLA discussions
• As the Concierge model scales, contribute to a repeatable operational playbook that supports additional clients without proportional headcount increases

Internal support & collaboration

• Serve as the super-user resource for ad hoc technical, configuration, and EDI requests from the Services, Implementation, and Customer Success teams
• Partner with the Solution Architect and Enablement Consultants on complex client configurations that require system-level or EDI input
• Contribute technical documentation and configuration guides that reduce the team's reliance on tribal knowledge