Account Manager - Mortgage

Ocrolus; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

Ocrolus is seeking an experienced Account/Growth Manager to work in person with Mortgage clients. This role involves ~25% domestic travel and focuses on managing relationships and enabling process change to maximize the Ocrolus platform.

You will develop processes, forecast, plan strategically, provide sales support, and deliver product training while coordinating with internal teams to ensure timely delivery of products and services.

Qualifications

• Bachelor's degree in business or related field.
• 4+ years of Mortgage experience and processes related to Mortgage based companies.
• Proven track record of 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.

Responsibilities

• Facilitate weekly in-person client meetings to build relationships and support change management in 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 to provide consistent excellent service.
• Ensure clients receive products and services in a timely fashion.
• Communicate client needs, demands and goals 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.
• Contribute to team and company growth.

Skills

Mortgage experience

Upselling & cross-selling

Client relationship management

Change management

Time management

Presentation

Negotiation

Education

Bachelor's degree in business or related field

Tools

Salesforce

Job description

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 workflow and analytics platform for lenders 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.
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.
What you\'ll do:

• 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
  

Who we\'re looking for:

• 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
  

Bonus points:

• 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
  

Note:
The full-time salary range for this role is between $120,000- $150,000 + commission + equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location.
Disclosure as required by N.Y.C. Admin. Code

• 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City.
  

Life at Ocrolus

We\'re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact.

Our culture is grounded in four core values:

Empathy – Understand and serve with compassion

Curiosity – Explore new ideas and question the status quo

Humility – Listen, be grounded, and remain open-minded

Ownership – Love what you do, work hard, and deliver excellence

We believe diverse perspectives drive better outcomes. That\'s why we\'re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic.

We look forward to building the future of lending together.