Account Manager - Mortgage

Ocrolus Inc.

1d•$120,000 - $150,000•Onsite

About The Position

Ocrolus is seeking an experienced Account/Growth Manager to work in person directly with our newly implemented Mortgage clients. This role will require ~25% domestic 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. Tasks may involve process development, forecasting, strategic planning, sales support, product training, client service, project management, and marketing.

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

Nice To Haves

Strong understanding of API based work
B2B FinTech experience
Worked for a hypergrowth-startup company
Previous utilization of Salesforce
Experience with failure and ability to course correct

Responsibilities

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