Account Manager

About the role

Ocrolus is seeking a dynamic Account Manager with around 5 years of experience in account management and client servicing in the US region. The ideal candidate will excel at building strong client relationships, ensuring customer satisfaction, and supporting revenue growth initiatives. This role is perfect for someone eager to take ownership of accounts while working closely with senior leadership to drive success.

Responsibilities

• 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+ years of experience in B2B US Client Management.
• 2+ years of experience with proficiency in Google Suite/MS Office, especially in Excel and PowerPoint.
• 2+ years of experience in analytical and 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, presentation, and time management skills.
• Growth mindset.

Preferred Qualifications

• Strong understanding of API-based work.
• B2B FinTech experience.
• Worked for a hypergrowth-startup company.
• Previous utilization of Salesforce.

Please note: This position is not related to Finance or Sales. Candidates with backgrounds primarily in these fields are kindly requested not to apply.

About Ocrolus

At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions. Our AI workflow and analytics platform for lenders is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management and provide expanded access to credit—ultimately creating a more inclusive financial system.

Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech.

Culture

We’re a team of builders, thinkers, and problem solvers who care deeply about our mission—and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact. Our culture is grounded in four core values:

• Empathy – Understand and serve with compassion.
• Curiosity – Explore new ideas and question the status quo.
• Humility – Listen, be grounded, and remain open-minded.
• Ownership – Love what you do, work hard, and deliver excellence.

We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic.