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…