Account Manager

Job Description

Ocrolus is seeking an experienced Account Manager to work directly with newly implemented Mortgage clients. This role requires approximately 75% domestic overnight travel. The Account Manager will be responsible for managing relationships and helping to facilitate process change management within the Mortgage client to maximize the Ocrolus platform.

Responsibilities:

• Facilitate weekly in-person client meetings to build strong relationships focused on helping facilitate the change management process.
• 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 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

Ocrolus offers:

• Chance to work at intersection in AI and fintech