Description :

Why this Role Matters :

AI-driven document capture is the front door of the Ottimate experience.

Every inbound invoice, statement, or contract passes through this engine - where intelligence, accuracy, and speed define the customer experience.

The Senior Product Manager Capture owns the full lifecycle of Ottimates AI-based invoice capture, extraction, and validation capabilities.

This PM will shape how Ottimate ingests and understands financial documents at scale - applying machine learning, language models, and computer vision to automate what used to require human review.

This role sits at the intersection of AI, workflow automation, and accounting intelligence, driving a critical part of our Autonomous Settlement vision.

Responsibilities :

Product Ownership :

- Own the end-to-end roadmap for AI Capture, including document ingestion, classification, field extraction, confidence scoring, and multi-step validation.

- Define how Capture integrates into Ottimates AP and Payments workflows, enabling invoice-free and touchless settlement.

- Partner with AI/ML engineering to drive precision, recall, and latency improvements across extraction models.

Strategy & Vision :

- Develop a multi-year strategy for Capture as a standalone capability and part of the broader Autonomous Settlement ecosystem.

- Translate Ottimates product strategy into a roadmap for intelligent document understanding, exception reduction, and autonomous validation.

- Identify opportunities to leverage LLMs, graph intelligence, and image models to evolve from OCR understanding reasoning.

Cross-Functional Collaboration :

- Work closely with Data Science, Platform, and UX teams to ensure accuracy, usability, and transparency in AI-driven automation.

- Partner with Professional Services, Support, and Customer Success to capture feedback and shape enhancements.

- Collaborate with Engineering and QA to ensure release readiness and performance at scale.

Metrics & Performance :

- Define and monitor Capture-specific KPIs, including extraction accuracy, validation automation, processing time, and confidence thresholds.

- Use data to drive continuous improvement and reduce customer touchpoints over time.

Requirements :

- Have 5 - 8+ years of product management experience, including ownership of AI/ML or data automation products.

- Understand OCR, NLP, or intelligent document processing systems.

- Bring working knowledge of invoice, PO, and contract structures.

- Balance algorithmic precision with real-world UX.

- Excel at cross-functional communication and data-driven decision-making.

Preferred Qualifications :

- Experience with ERP integrations (NetSuite, Sage Intacct, Microsoft Dynamics, Infor, etc.

- Familiarity with vendor master data, 3-way matching, and reconciliation workflows.

- Experience with LLM-based validation or auto-classification pipelines.

- Background in accounting automation or financial systems.

- Strong analytical and data-driven decision-making skills.