Account Manager

Job Description

Ocrolus is seeking an experienced Account Manager to work directly with newly implemented Mortgage clients. This role involves managing relationships and facilitating process change management within the Mortgage client to maximize the Ocrolus platform.

Responsibilities:

• Facilitate weekly in-person client meetings to build strong relationships.
• Identify opportunities to adjust client processes to maximize Ocrolus footprint.
• Operate as the central point of contact for assigned customer base.
• Coordinate with teammates to provide consistent excellent service.
• Ensure clients receive requested products and services in a timely fashion.
• Communicate client needs, demands, and goals to internal teams.
• Collaborate with the 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.
• Help the team and the company grow.

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.

Ocrolus offers:

• Opportunity to work at the intersection of AI and fintech.
• Chance to redefine how the world’s most innovative lenders do business.
• Equity and benefits.