Ottimate is changing the way the hospitality industry manages its finances through life-changing Accounts Payable automation. Our mission is to eliminate manual work from every aspect of business expenses and enable business operators to stay in control of their spending at all times.

The Role

As the Vendor Outreach Team Lead at Ottimate, you will lead a team of Vendor Outreach Specialists focused on enabling vendors through our innovative payment network. You will coach, develop, and support your team to meet performance goals while driving improvements in process, strategy, and execution. This role balances people management with hands-on outreach work, giving you a unique opportunity to shape team culture, support vendor operations, and directly contribute to business impact.

You’re someone who thrives in a fast-paced, metrics-driven environment, enjoys building scalable systems, and is eager to take on challenges that grow both your leadership and operational expertise.

Key Responsibilities

Team Leadership & Operations

Manage a team of Vendor Outreach Specialists, including onboarding, training, conducting 1:1s, and escalating performance or process issues as needed.
Set and track monthly team OKRs (Objectives and Key Results) in partnership with your manager and develop tactical plans to achieve them.
Manage and prioritize the Vendor Outreach ticket queue, ensuring timely and effective vendor contact.
Work with the Financial Analyst to prioritize and assign lead lists based on impact, urgency, and alignment with team capacity.
With support from the Manager of Vendor Operations, conduct regular performance reviews, coaching sessions, and team check-ins to support development and accountability.
Update and maintain internal documentation to reflect current processes, outreach strategies, and resources.
Collaborate cross-functionally with internal teams (e.g., Product, Customer Success, Data) to improve workflows and tool utilization.
Monitor call activity and performance metrics to ensure high-quality outreach and consistent progress toward team goals.
Drive process improvement initiatives and implement scalable outreach strategies in collaboration with the operations and data teams.
Report on team progress and vendor conversion trends to operations leadership.
Manage scheduling, workload balancing, and prioritization of lead pools, ensuring optimal coverage and resource allocation.
Participate in hiring and onboarding of new outreach team members.

Vendor Outreach

Navigate accounts receivable and billing departments to locate key contacts and determine whether they can accept our payment methods.
Quickly assess whether vendors are eligible to be paid through our system based on technical, policy, or legal requirements.
Perform vendor research to gather necessary contact details and qualify lead viability.
Maintain high call volume to vendors of various sizes on behalf of Ottimate clients.
Lead by example—continue conducting outreach to stay grounded in team workflows and vendor needs.
Proactively recommend changes to outreach processes as we implement new payment solutions.

Team & Company Integration

Participate in 1:1s with your manager and regularly shadow other Ottimate team members to continue growing your operational expertise.
Become a subject matter expert in Ottimate’s payment products and vendor outreach processes.
Ensure your team consistently achieves individual and collective activity targets and conversion quotas.
Champion team culture rooted in collaboration, ownership, and performance.

2+ years of professional experience, ideally in vendor outreach, payments, or a similar client- or vendor-facing role.
1+ years of experience leading, mentoring, or managing a team is preferred.
Proven track record of hitting targets and driving team performance
Excellent communication and interpersonal skills
Strong analytical and organizational skills with the ability to make data-driven decisions
Excellent organizational skills and a process-oriented mindset.
Strong sense of ownership and the ability to thrive in an evolving, high-growth environment.
Proficient with outreach tools and CRMs (e.g., Salesforce, Outreach).
Self-starter with a passion for helping others grow and succeed.

Preferred Qualifications

Experience in accounts payable/receivable, billing, or hospitality/restaurant industries.
Familiarity with B2B fintech, vendor management systems, or payment platforms.
Demonstrated success managing outreach or operational pipelines.
Strong note-taking, documentation, and internal communication habits.

Equal Opportunity Statement

Ottimate is an equal opportunity employer 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're excited about the role but don’t meet 100% of the listed qualifications, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.

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