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Account Manager - Remote

Posted 4 weeks ago

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.

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