Remote Otter LogoRemoteOtter

Capital Platform Lead - Remote

Posted 2 days ago
Sales / Business
Full Time
USA

Overview

Come build at the intersection of AI and fintech. 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-powered data and analytics platform 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. Join us, and help redefine how the world’s most innovative lenders do business.

In Short

  • Serve as the primary relationship manager between BasePoint and Ocrolus, ensuring alignment on partnership goals and priorities.
  • Manage cross-organizational technology development initiatives, ensuring timely and effective delivery of joint platform capabilities.
  • Monitor the onboarding process for small business lending companies onto the jointly developed platform.
  • Own revenue generation targets and asset deployment scaling goals derived from the partnership.
  • Develop and report on partnership KPIs, including platform adoption metrics, revenue performance, and asset deployment efficiency.
  • Facilitate go-to-market alignment between Basepoint and Ocrolus.
  • Act as a key point of escalation and problem resolution.
  • Identify new opportunities to enhance the partnership value proposition.

Requirements

  • 7–10 years of experience in strategic partnerships and/or business development.
  • Proven experience managing complex B2B partnerships or internal projects.
  • Strong understanding of small business lending ecosystems.
  • Experience leading revenue-generating initiatives.
  • Excellent project management skills.
  • Strong interpersonal and communication skills.

Benefits

  • Remote-first environment.
  • Opportunity to grow skills and take ownership of work.
  • Meaningful impact on the future of lending.
  • Inclusive workplace culture.
  • Commitment to diversity and fostering an inclusive workplace.

Ocrolus

Ocrolus

Ocrolus is a pioneering company at the intersection of artificial intelligence and fintech, dedicated to transforming the lending process for financial institutions. With a mission to automate workflows and enhance the accuracy of lending decisions, Ocrolus leverages its AI-powered data and analytics platform to process nearly one million credit applications monthly. The company integrates advanced AI models with a human-in-the-loop verification engine, achieving over 99% accuracy in data capture from financial documents. Trusted by over 500 clients, including industry leaders like PayPal and SoFi, Ocrolus is committed to improving risk management and expanding access to credit, ultimately fostering a more inclusive financial system. As a remote-first organization, Ocrolus values empathy, curiosity, humility, and ownership, creating a collaborative environment where diverse perspectives are embraced to drive innovation in the lending industry.

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