Account Manager @ Ocrolus

INACTIVE

Full-Time

Account Manager

Posted on 2/14/2024

Ocrolus

501-1,000 employees

Automates financial document analysis with AI

Data & Analytics

Financial Services

Mid

Remote in USA

Required Skills

Sales

Communications

Management

Requirements

Bachelor's Degree in business or related field
4+ years of account management / customer success SaaS experience working with enterprise-level clients
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 client management
Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
Growth mindset

Responsibilities

Develop and maintain long-term client relationships with a strong focus on upselling, cross-selling and renewals
Identify opportunities to grow business with existing clients
Operate as the central point of contact for assigned customer base
Coordinate with teammates working on the same account to provide consistent 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
50-75% of domestic overnight travel may be required for this role

At Ocrolus, we believe companies work best when they focus on their core business and let automation do the rest. We’re powering the digital lending ecosystem and help financial services firms make high-quality decisions with trusted data and unparalleled efficiency.

Ocrolus’ Human-in-the-Loop document automation software analyzes documents with over 99% accuracy. We’re replacing legacy OCR vendors that cap out at 75-80% accuracy, and augmenting the robotic work that humans are prone to doing all too often – which can be expensive, error-prone, and slow. By empowering lenders to analyze diverse sources of financial data more efficiently, Ocrolus levels the playing field for every borrower, providing expanded access to credit at a lower cost.

We’ve raised over $100 million from blue-chip investors and are working with customers like PayPal, Brex, SoFi, Blend and Plaid. Join us as we build the future of fintech, and make an impact at an award-winning, high-growth startup that Forbes recently dubbed the “Next Billion-Dollar Startup”.

Summary:
Ocrolus is seeking an experienced Account Manager to work directly with our clients. The candidate will be in charge of managing relationships and building long-term client partnerships. Tasks may involve: forecasting, strategic planning, sales support, product training, client service, project management, and marketing.

What you’ll do:

Develop and maintain long-term client relationships with a strong focus on upselling, cross-selling and renewals
Identify opportunities to grow business with existing clients
Operate as the central point of contact for assigned customer base
Coordinate with teammates working on the same account to provide consistent 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
50-75% of domestic overnight travel may be required for this role

What you’ll bring:

Bachelor’s Degree in business or related field
4+ years of account management / customer success SaaS experience working with enterprise-level clients
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 client management
Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
Growth mindset

Bonus points:

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

Life at Ocrolus

Come build the future of fintech with us. At Ocrolus, you will work with extraordinary people and receive benefits and development opportunities to empower you in and out of the office.

We take pride in our dynamic, diverse team, unified by shared values of Empathy, Curiosity, Humility and Ownership.We love what we do and the people we do it with, which is why we welcome every individual, provide them with equal opportunity irrespective of their race, gender, gender identity, age, disability, national origin or any other legally protected rights that one has.

We look forward to hearing from you!

Ocrolus

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Website

View Company Profile

Ocrolus specializes in intelligent document automation software employing advanced machine learning and computer vision to deliver high precision analysis of financial documents. The company's technology supports critical financial decision-making processes with applications ranging from fraud detection to income verification across various industries, including lending and tax preparation. This focus on impactful, accurate data processing makes it a standout workplace for professionals interested in contributing to cutting-edge technology solutions in the financial sector.

Company Stage

Series C

Total Funding

$204.6M

Headquarters

New York, New York

Founded

2014

Growth & Insights

Headcount

6 month growth

↑ 0%

1 year growth

↑ 0%

2 year growth

↑ 39%

Benefits

Taking care of you - We offer a comprehensive health package, including dental and vision, to support your physical and mental wellbeing.

Ocrolus Appreciation Days - Enjoy Ocrolus Appreciation Days, our company holiday on the last Friday of every month. That’s 12 extra days of PTO per year!

Save for retirement - All employees benefit from a 401(k) plan, offered through Betterment, the investment and savings app.

Unlimited time off - Vacations at Ocrolus are on your terms. There’s no cap on PTO, alongside a flexible schedule and time off on summer Fridays.

Paid parental leave - It’s the big moments in life that matter. Our employees take up to three months of paid maternity or paternity leave.

Meals on us - Get catered lunch in the office all week long. We also provide dinner on most nights of the week.

Develop at work - Be empowered to grow personally and professionally with our annual learning and development stipend.

Take ownership - It’s important that Ocrolus employees feel invested in the company. Equity packages are available to most staff.

Ride to work - Commuting doesn’t have to be a drag. With CitiBike membership, you can make getting to work fun and healthy.

INACTIVE