Account Manager - SMB

23 hours, 31 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

  • Facilitate weekly in-person client meetings to build strong relationships and support change management with SMB and consumer clients.
  • Identify opportunities to adjust client processes to maximize Ocrolus platform adoption and impact.
  • Serve as the central point of contact for an assigned customer base.
  • Coordinate with teammates on shared accounts to deliver consistent, high-quality service.
  • Ensure clients receive requested products and services in a timely manner.
  • Communicate client needs, demands, and goals to internal teams.
  • Collaborate with the sales team to reach prospective clients.
  • Manage multiple clients concurrently while meeting deadlines.
  • Keep records of client transactions and track account metrics.
  • Support forecasting, strategic planning, sales support, product training, client service, project management, and marketing efforts as needed.

Requirements

  • Bachelor’s degree in business or a related field.
  • 4+ years of SMB/consumer lending experience and related processes.
  • Proven success with upselling, cross-selling, and renewals.
  • Experience delivering client-focused solutions.
  • Ability to communicate client needs effectively to internal teams.
  • Ability to influence process change management.
  • Ability to manage multiple projects and relationships simultaneously.
  • Strong negotiation, listening, communication, presentation, and time management skills.
  • Growth mindset.
  • Strong understanding of API-based work (preferred).
  • B2B fintech experience (preferred).
  • Experience at a hypergrowth startup (preferred).
  • Previous use of Salesforce (preferred).
  • Experience with failure and ability to course correct (preferred).

Benefits

  • Full-time salary range of $120,000 to $150,000.
  • Commission opportunity.
  • Equity.
  • Benefits package.
  • Remote-first work environment.
  • Opportunity to grow skills and take ownership of work.
  • Inclusive workplace culture.
  • Mission-driven environment with meaningful impact.

Interested in this position?

Apply directly on the company website

Apply Now

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