Account Manager

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Ocrolus

WebsiteLinkedInAll Job Openings

201 - 500 employees

🤖 Artificial Intelligence

💸 Finance

💳 Fintech

💰 $80M Series C on 2021-09

Artificial Intelligence • Finance • Fintech

Ocrolus is a company that provides AI-driven document processing automation with human-in-the-loop. It specializes in streamlining and enhancing the accuracy of financial document analysis and decision-making for various industries, including small business lending, mortgage, consumer, and multifamily sectors. Ocrolus's technology enables lenders to manage risk and avoid fraud by automating document analysis, ensuring compliance, and bolstering security. The company offers intelligent document processing solutions that classify, capture, detect, and analyze data, providing insights into cash flow, income, employment, address, and identity verification. Ocrolus is known for its innovative approach in automating business processes and enhancing back-office efficiency with a focus on making faster and more accurate financial decisions.

📋 Description

• Manage day-to-day relationships with assigned accounts, ensuring high client satisfaction and timely delivery of services. • Support senior account managers in executing account plans and identifying upsell/cross-sell opportunities. • Act as the primary point of contact for client queries, issue resolution, and ongoing support. • Coordinate with internal teams (sales, product, and operations) to meet client requirements effectively. • Track account performance, prepare reports, and share insights with clients and leadership. • Assist in preparing proposals, presentations, and renewal documentation.

🎯 Requirements

• Bachelor's degree in Business, Marketing, or B.Tech & MBA is a plus. • 4+ years of account management/customer success SaaS experience working with enterprise-level clients • 2+ Experience in B2B US Client Management • 2+ years of exp with proficiency in Google suite/ MS Office especially in excel, powerpoint etc • 2 + years of exp in Analytical & Presentation Skills • 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 client management • Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills • Growth mindset

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options