Junior Account Manager - 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-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

• 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 a related field; MBA is a plus.
• 4+ years of account management/customer success SaaS experience working with enterprise-level clients.
• 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 skills, presentation and time management skills.
• Growth mindset.

Benefits

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