Ocrolus is hiring a
Account Manager

Summary

Ocrolus is seeking an experienced Account/Growth Manager to work with newly implemented Mortgage clients, focusing on relationship management and process change facilitation. The role requires domestic overnight travel for about 75% of the time.

Requirements

• Bachelor's Degree in business or related field
• 4+ years of Mortgage experience and processes related to Mortgage based companies

Responsibilities

• Facilitate weekly in-person client meetings to build strong relationships and help with process change management within Mortgage clients
• Identify opportunities to adjust client processes to maximize Ocrolus footprint
• Operate as the central point of contact for assigned customer base
• Coordinate with teammates working on the same account to provide consistent excellent service
• Ensure clients receive requested products and services in a timely fashion
• Communicate client needs, demands and goals to our internal teams
• Collaborate with sales team to reach prospective clients
• Service multiple clients concurrently while consistently meeting deadlines
• Keep records of client transactions
• Forecast and track client account metrics

Preferred Qualifications

• Proven track record of success with upselling, cross-selling and renewals
• Client focused solutions experience
• Ability to communicate client needs with internal teams
• Talent for influencing process change management
• Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
• Growth mindset
• Strong understanding of API based work
• B2B FinTech experience
• Worked for a hypergrowth-startup company
• Previous utilization of Salesforce
• Experience with failure and ability to course correct

Benefits

• Work with extraordinary people
• Receive benefits and development opportunities to empower you in and out of the office
• Dynamic, diverse team unified by shared values of Empathy, Curiosity, Humility and Ownership
• Equal opportunity irrespective of race, gender, gender identity, age, disability, national origin or any other legally protected rights