Ocrolus Inc. - Account Manager - Mortgage

Remote - USA$120k - $150k+ Equity1mo ago

Remote Mid NA Fintech Account Manager Account Management Prospecting Base Change Management B2B Salesforce Upselling Cross-selling

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 • 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 • Note: • The full-time salary range for this role is between $120,000- $150,000 + commission + equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location.

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

Benefits

• Life at Ocrolus • We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact. • Our culture is grounded in four core values: • Empathy – Understand and serve with compassion • Curiosity – Explore new ideas and question the status quo • Humility – Listen, be grounded, and remain open-minded • Ownership – Love what you do, work hard, and deliver excellence • We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic. • We look forward to building the future of lending together.