Account Manager - SMB - Remote

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 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. Join us, and help redefine how the world’s most innovative lenders do business.

In Short

• Facilitate weekly in-person client meetings to build strong relationships.
• Identify opportunities to adjust client processes to maximize Ocrolus footprint.
• Operate as the central point of contact for assigned customer base.
• Coordinate with teammates to provide consistent service.
• Ensure timely delivery of products and services to clients.
• Communicate client needs to internal teams.
• Collaborate with sales team to reach prospective clients.
• Service multiple clients while meeting deadlines.
• Keep records of client transactions.
• Forecast and track client account metrics.

Requirements

• Bachelor's degree in business or related field.
• 4+ years of SMB/Consumer Lending experience.
• Proven track record of success in upselling and renewals.
• Client focused solutions experience.
• Ability to communicate client needs with internal teams.
• Talent for influencing process change management.
• Ability to manage multiple projects and relationships simultaneously.
• Growth mindset.

Benefits

• Competitive salary with commission and equity.
• Remote-first work environment.
• Opportunities for personal and professional growth.
• Inclusive workplace culture.
• Health and wellness benefits.