Account Manager - Remote

Overview

Ocrolus is seeking an experienced Account/Growth Manager to work in person directly with our newly implemented Mortgage clients. This role will require ~75% domestic overnight travel. The candidate will be in charge of managing relationships and helping to facilitate process change management within the Mortgage client to maximize the Ocrolus platform.

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 excellent service.
• Ensure clients receive requested products and services in a timely fashion.
• Communicate client needs to internal teams.
• Collaborate with sales team to reach prospective clients.
• Service multiple clients concurrently 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 Mortgage experience.
• Proven track record of success with 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.
• Dynamic and diverse team environment.
• Development opportunities to empower you in and out of the office.
• Equal opportunity workplace.