Account Manager

About the Account Manager Role at Ocrolus

Come build at the intersection of AI and fintech. At Ocrolus, the mission is to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions.

Platform and Impact

Our AI-powered data and analytics platform processes nearly one million credit applications monthly across small business, mortgage, and consumer lending. By integrating open- and closed-source AI models with a human-in-the-loop verification engine, Ocrolus achieves over 99% accuracy, advanced fraud detection, and comprehensive analytics to enhance risk management and expand credit access.

Role Summary

Ocrolus is seeking an experienced Account/Growth Manager for SMB/Consumer clients. The candidate will work in person with approximately 25% domestic travel. Responsibilities include managing client relationships, facilitating process change management, process development, forecasting, sales support, product training, client service, project management, and marketing.

Key Responsibilities

• Facilitate weekly in-person client meetings to build strong relationships.
• Identify opportunities to adjust client processes to maximize the Ocrolus platform.
• Act as the central point of contact for a dedicated customer base.
• Coordinate with internal teams and collaborate with the sales team.
• Manage multiple client projects, track metrics and forecast client trends.

Who We're Looking For

Bachelor's degree in business or related field with 4+ years of SMB/Consumer lending experience. Candidates should have a proven track record in upselling, cross-selling, and renewals, along with strong client-focused solutions experience. Excellent communication, negotiation, presentation, and time management skills are essential. A growth mindset and a talent for influencing process change are required.

Bonus Points

• Understanding of API based work
• B2B FinTech experience
• Experience in a hypergrowth-startup
• Familiarity with Salesforce
• A proven ability to course correct after failures

Salary and Benefits

The full-time base salary range is between $120,000 and $150,000 plus commission, equity, and comprehensive benefits. Offered base pay may vary based on experience and market location, particularly for roles in New York City.

Life at Ocrolus

Ocrolus is a remote-first company committed to building an inclusive workplace. Our culture is founded on empathy, curiosity, humility, and ownership. Join a team of builders, thinkers, and problem solvers who are reshaping the future of lending.

Key Skills/Competency

• Client management
• Process change
• Sales support
• Forecasting
• Project management
• AI fintech
• Data analytics
• Communication
• Negotiation
• Process development