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Ocrolus is an AI-powered fintech platform that helps lenders automate workflows and make faster, more accurate lending decisions. The company processes nearly one million credit applications monthly and is trusted by 400+ customers including Better Mortgage, Brex, PayPal, Plaid, and SoFi.
As an Account Manager, you will manage day-to-day relationships with assigned enterprise-level accounts, ensuring high client satisfaction and supporting revenue growth. You'll serve as the primary point of contact for client queries, issue resolution, and ongoing support. Your responsibilities include supporting senior account managers in executing account plans, identifying upsell and cross-sell opportunities, coordinating with internal teams (sales, product, operations) to meet client requirements, tracking account performance, preparing reports and insights for clients and leadership, and assisting with proposals, presentations, and renewal documentation.
The ideal candidate has 4+ years of account management or customer success experience in SaaS with enterprise-level clients, 2+ years of B2B US client management experience, and strong proficiency in Google Suite and Microsoft Office (especially Excel and PowerPoint). You should demonstrate proven success with upselling, cross-selling, and renewals, with excellent analytical and presentation skills. Strong communication, negotiation, listening, and time management abilities are essential, along with the capacity to manage multiple projects and relationships simultaneously.
Bonus qualifications include understanding of API-based work, B2B fintech experience, background at hypergrowth startups, and Salesforce proficiency. The company is remote-first and values empathy, curiosity, humility, and ownership. Note: This role is not finance or sales-focused; candidates with primary backgrounds in those fields should not apply.
