Account Manager



501-1,000 employees

Intelligent automation

Data & Analytics
Financial Services


Remote in USA

Required Skills
  • 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
  • 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

Company Stage

Series C

Total Funding



New York, New York



Growth & Insights

6 month growth


1 year growth


2 year growth



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.