Sales Engineer

Summary

Join Ocrolus, a leading fintech company, as a Mortgage Sales Engineer. This pre-sales role involves demonstrating Ocrolus' document automation software to mortgage lenders, optimizing their workflows. You will partner with Account Executives, work with mortgage industry leaders, and lead proof-of-value exercises. The ideal candidate possesses deep mortgage industry knowledge, understands underwriting guidelines, and has strong consultative sales skills. This position offers a competitive salary, commission, equity, and benefits. Ocrolus is an award-winning, high-growth startup with a dynamic and diverse team.

Requirements

• 4+ years of mortgage industry experience with a deep understanding of the mortgage origination cycle and underwriting guidelines
• Strong understanding of mortgage guidelines and mortgage origination processes to effectively consult with clients and drive adoption
• Strong consultative sales approach—able to map technology to business challenges and drive change management conversations
• Excellent communication and presentation skills, with experience engaging senior mortgage executives
• Ability to navigate complex sales cycles and work cross-functionally with sales, product, and customer success teams

Responsibilities

• Act as the technical expert and trusted advisor during the pre-sales process, demonstrating how Ocrolus’ technology improves efficiency in mortgage origination
• Partner with Account Executives to deliver compelling product demonstrations, proof-of-concepts, and value-based discussions tailored to mortgage lenders
• Work closely with processing leaders, underwriting leaders, ops leaders, and C-suite decision-makers to understand their challenges and position Ocrolus as a solution
• Lead proof-of-value exercises with clients, guiding them through real-world use cases to demonstrate measurable efficiency gains and the impact of automation in their loan origination cycle
• Collaborate with post-sales and implementation teams as needed to ensure smooth onboarding and adoption of our technology
• Provide feedback to internal teams (Product, Engineering, Customer Success) to help refine Ocrolus’ mortgage offerings
• Travel as needed ( ~once per month ) for client on-sites, sales meetings, and industry conferences

Preferred Qualifications

Experience working with API-based SaaS solutions and loan origination system (LOS) integrations is a plus

Benefits

• Full-time salary range between $50,000 - $140,000 + commission + equity + benefits
• Benefits and development opportunities