Ocrolus

Ocrolus is the leading document automation platform in financial services, powering the digital lending ecosystem

Account Manager

Account ManagerSalesFull TimeRemoteTeam 201-500H1B SponsorCompany SiteLinkedIn

Location

New York

Posted

5 days ago

Salary

$120K - $150K / year

Bachelor Degree4 yrs expEnglish

Job Description

• Facilitate weekly in-person client meetings in order to build strong relationships focused on helping facilitate the change management process within Mortgage clients • Identify opportunities to adjust client processes to maximize Ocrolus footprint • Operate as the central point of contact for assigned customer base • Coordinate with teammates working on the same account to provide consistent excellent service • Ensure clients receive requested products and services in a timely fashion • Communicate client needs, demands and goals to our internal teams • Collaborate with sales team to reach prospective clients • Service multiple clients concurrently while consistently meeting deadlines • Keep records of client transactions • Forecast and track client account metrics • Be a vital part in helping not only the team, but the company grow

Job Requirements

  • Bachelor's degree in business or related field
  • 4+ years of Mortgage experience and processes related to Mortgage based companies
  • 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 process change management
  • Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
  • Growth mindset

Benefits

  • commission
  • equity

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