Account Manager

9 hours, 43 minutes ago
Full-time
Mid Level
Customer and Technical Support
Ocrolus

Ocrolus

Ocrolus is a leading document automation platform in financial services, digitizing bank and credit card statements with over 99% accuracy. It empowers lenders to automate credit decisions, enabling faster access to credit for borrowers.

Banks
251-1K
Founded 2014
$127M raised

Description

  • Manage day-to-day relationships with assigned accounts and maintain high client satisfaction.
  • Serve as the primary point of contact for client questions, issue resolution, and ongoing support.
  • Support senior account managers with account plans and identify upsell and cross-sell opportunities.
  • Coordinate with sales, product, and operations teams to meet client requirements.
  • Track account performance, prepare reports, and share insights with clients and leadership.
  • Assist with proposals, presentations, and renewal documentation.

Requirements

  • Bachelor’s degree in Business, Marketing, or a related field; B.Tech and MBA are a plus.
  • 4+ years of account management or customer success experience in SaaS with enterprise-level clients.
  • 2+ years of B2B client management experience in the US region.
  • 2+ years of experience using Google Workspace or MS Office, especially Excel and PowerPoint.
  • 2+ years of experience with analytical and presentation skills.
  • Proven success with upselling, cross-selling, and renewals.
  • Client-focused problem-solving experience.
  • Ability to communicate client needs effectively to internal teams.
  • Ability to manage multiple projects and relationships simultaneously.
  • Strong negotiation, listening, communication, presentation, and time management skills.
  • Growth mindset.
  • Preferred: Strong understanding of API-based work.
  • Preferred: B2B FinTech experience.
  • Preferred: Experience at a hypergrowth startup.
  • Preferred: Prior use of Salesforce.

Benefits

  • Remote-first work environment.
  • Opportunity to grow skills and take ownership of your work.
  • Meaningful impact in a fast-growing company.
  • Inclusive workplace committed to diverse perspectives.
  • Mission-driven culture focused on empathy, curiosity, humility, and ownership.

Interested in this position?

Apply directly on the company website

Apply Now

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