Account Manager

Summary

Join Ocrolus, a leading AI-powered fintech company, as an Account/Growth Manager to work directly with mortgage clients. This role involves approximately 25% domestic travel and focuses on managing client relationships, facilitating process change management, and maximizing the use of the Ocrolus platform. Responsibilities include conducting weekly client meetings, identifying opportunities to optimize client processes, serving as the primary point of contact for assigned clients, collaborating with internal teams, and forecasting client account metrics. The ideal candidate will have a Bachelor's degree in business or a related field, 4+ years of experience in SMB or mortgage lending, and a proven track record of success in upselling, cross-selling, and renewals. The position offers a competitive salary range of $120,000-$150,000 plus commission, equity, and benefits. Ocrolus is a remote-first company with a strong emphasis on a positive and inclusive work environment.

Requirements

• Bachelor's Degree in business or related field
• 4+ years of SMB or Mortgage Lending 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

Full-time salary range for this role is between $120,000 - $150,000 + commission + equity + benefits