Mortgage Growth & Client Success Manager

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

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.