Mortgage Technical Enablement Manager

Ocrolus Inc.•New York, NY

8h•$150,000•Remote

About The Position

Ocrolus is seeking a hands-on, customer-facing Mortgage Technical Enablement Manager to lead enablement execution for its growing mortgage customer base. This role reports to the General Manager of Mortgage and is responsible for customer onboarding, technical training, and creating educational content. The manager will collaborate with Product, Engineering, Product Marketing, and Revenue teams to develop and implement the enablement strategy, and to design and deliver high-quality materials that speed up launch times, boost product adoption, and achieve measurable customer results. The ideal candidate is passionate about teaching and creating clear, engaging learning experiences that guide lenders through the mortgage origination process using Ocrolus's product capabilities, such as income calculations, document indexing, LOS integrations, and AI classifiers. The role involves translating these capabilities into step-by-step curricula, hands-on labs, and playbooks suitable for both technical and non-technical users to achieve production readiness.

Requirements

A passion for education and curriculum design — you love creating learning experiences and measuring learning outcomes.
Mortgage industry exposure (e.g., underwriting, operations, LOS work, or mortgage product experience).
2+ years building and delivering technical enablement, customer training, or implementation programs (or equivalent instructional design experience).
Ability to translate product features into concrete workflows that teach customers how to originate loans using our platform.
Strong presentation and facilitation skills — comfortable delivering both live and asynchronous training (slides, video, LMS content, hands-on labs).
Experience producing customer-facing documentation and training artifacts (playbooks, runbooks, templates).
Comfortable working cross-functionally with Product, Engineering, Product Marketing, Revenue/Sales, and Customer Success.
Data-driven: you define success metrics for enablement and iterate based on performance and feedback.
Excellent written communication skills and attention to instructional detail.

Nice To Haves

Prior experience at a fintech or AI-driven company.
Hands-on experience with LOS or point solutions (Encompass, Ellie Mae, or equivalent) or integrations into LOS/AUS.
Experience with LMS tools, eLearning authoring (Articulate/Camtasia), and building certification programs.
Instructional design background or training certification.
Willingness and ability to travel to customer sites for launches and workshops.

Responsibilities

Partner closely with the GM of Mortgage and cross-functional teams (Product, Engineering, Product Marketing, Revenue/Sales, and Customer Success) to help craft and execute the mortgage enablement strategy and roadmap.
Design, build, and deliver scalable onboarding and education programs focused on using Ocrolus to originate mortgages: instructor-led trainings, on-demand eLearning, role-based learning paths, technical playbooks, integration guides, and customer certification programs.
Create a progressive, modular curriculum that maps directly to the mortgage origination workflow, with role-based learning paths that enable end users to steadily build proficiency and familiarize themselves with the full set of products and capabilities in our mortgage solution.
Produce hands-on materials: sandbox exercises, labs, demo scripts, templates, runbooks, and checklists that shorten time-to-value and reduce launch friction.
Run kickoffs, launch workshops, technical deep dives, and train-the-trainer sessions for customers, partners, and internal teams (Sales Engineers, Implementation, CS, etc).
Partner with Product and Engineering to translate complex features into practical how-to guidance and implementable integration patterns.
Work with Revenue/Sales and Product Marketing to define onboarding readiness criteria and pre/post-sale enablement materials that tie to launch success metrics.
Measure enablement effectiveness with KPIs (time-to-production, launch velocity, adoption, CSAT, certification completion, support deflection) and iterate on content based on data and feedback.
Capture and synthesize customer feedback and typical implementation gaps to inform product documentation and prioritize future training needs.
Represent Ocrolus externally: run webinars, speak at customer events, and occasionally support pilots or proofs-of-concept.