Account Manager

Summary

Join Ocrolus as an experienced Account/Growth Manager to work directly with mortgage clients, requiring approximately 75% domestic overnight travel. You will manage client relationships, facilitate process change management to maximize the Ocrolus platform, and collaborate with internal teams. Responsibilities include process development, forecasting, strategic planning, sales support, product training, client service, project management, and marketing. This role demands strong communication, negotiation, and time management skills, along with a proven track record of success in upselling, cross-selling, and renewals within the mortgage industry. Ocrolus offers a dynamic work environment and various benefits and development opportunities.

Requirements

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

Responsibilities

• Facilitate weekly in-person client meetings in order to build strong relationships focused on helping facilitate the change management process 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
• Be a vital part in helping not only the team, but the company grow

Preferred Qualifications

• 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

Benefits and development opportunities