Data Services, EDI Specialist

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Oversee backend dimensions such as GL codes, departments, and projects to ensure precise invoice coding.

• Establish and manage electronic payment profiles, including ACH, while verifying and securing banking information.

• Conduct Item Validation mapping for line-item data.

• Configure, test, and maintain EDI connections among Ottimate, clients, and vendor partners.

• Map data fields to ensure invoices and credits, including 810 transaction sets, translate accurately between systems.

• Supervise daily EDI transmissions and address any failed or rejected transactions.

• Resolve data mismatches utilizing SQL or other data-querying tools.

• Onboard vendors onto EDI and execute test transactions prior to go-live.

• Collaborate with vendors, customers, engineering, technical support, and data operations teams.

• Document EDI specifications, mapping guides, vendor requirements, client configurations, and EDI logic.

• Perform bulk data uploads, scrubbing, normalization, and upkeep of vendor lists and charts of accounts.

• Carry out statement reconciliation audits and address discrepancies.

• Ensure data accuracy across active client environments.

• Execute ongoing AP processing tasks in Ottimate Concierge environments.

• Identify inefficiencies in Concierge workflows and propose process enhancements.

• Collaborate on the operational design and scoping of new Concierge engagements.

• Contribute to a scalable operational playbook as the Concierge model evolves.

• Act as the super-user resource for technical, configuration, and EDI inquiries.

• Partner with Solution Architects and Enablement Consultants on intricate client configurations.

• Develop technical documentation and configuration guides.

⛳️ Requirements

• Minimum of 3 years' experience in data operations, technical implementation, ERP administration, or fintech support roles.

• 2 to 3 years of practical EDI connection experience, or equivalent expertise in a similar integration-focused position.

• Knowledge of EDI standards (ANSI X12) and transaction sets (e.g., 810 invoice); comfortable working with flat files as an EDI alternative.

• Direct experience with data mapping, bulk data management, or system configuration in a SaaS or financial operations context.

• Proven experience working across multiple client environments and vendor connections simultaneously.

• SQL or data-querying abilities adequate to trace issues through a data pipeline.

• Precision-oriented mindset with a strong focus on accuracy.

• Process-driven approach with the skill to document repeatable workflows.

• Strong analytical, critical-thinking, and troubleshooting capabilities.

• Ability to navigate ambiguity and incomplete information comfortably.

• Capacity to manage multiple priorities, projects, and deadlines with minimal oversight.

• Excellent collaboration, responsiveness, and communication abilities.

• Genuine curiosity regarding how systems connect and the overall data flow.

🏝️ Benefits

• Competitive salary and comprehensive benefits package.

• Opportunities for professional development and career advancement.

• Collaborative and inclusive work environment.

• Flexible working hours and remote work options.