Note: The job is a remote job and is open to candidates in USA. Ocrolus is a company at the intersection of AI and fintech, dedicated to automating workflows for lenders. They are seeking an experienced Account/Growth Manager to manage relationships with Mortgage clients, facilitating process changes to maximize the use of the Ocrolus platform.
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
Skills
- 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
- 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
- Commission
- Equity
- Benefits
- ~25% domestic travel
- Remote-first company
- An environment where you can grow your skills
- Take ownership of your work
- Make a meaningful impact
Company Overview