Ocrolus

Events

• Own Ocrolus’ full event portfolio for an assigned vertical (SMB or Mortgage), including industry conferences, owned field marketing programs (executive dinners, roadshows, workshops, roundtables, customer events), and partner-led activations.
• Build the annual event and field marketing strategy and budget aligned to revenue goals, balancing conferences and curated field programs to drive pipeline creation, deal acceleration, and customer expansion.
• Define event objectives, KPIs, and attribution models (sourced vs. influenced pipeline, pipeline acceleration, expansion impact) and clearly communicate results to stakeholders.
• Maintain an evolving go/no-go decision framework for net-new shows, field formats, and sponsorship tiers, leveraging AI to evaluate ROI, audience fit, and account coverage.
• Design high-intent event experiences that go beyond the conference floor that prioritize meetings, executive engagement, and quality conversations over volume.
• Own contracts, sponsor deliverables, booth logistics, venues, vendors, swag, and on-site execution; negotiate to maximize value across all event types.
• Partner with Sales, Account Management, and Customer Marketing to align on target accounts, regions, and objectives for each event and field program.
• Guide agencies and vendors; develop run-of-show, staffing plans, and real-time lead capture and qualification workflows that sync with the CRM in real time.
• Build and optimize repeatable event and field marketing playbooks as programs scale.
• Proactively source call-for-speakers and paid/earned thought-leadership opportunities at events; make clear recommendations, draft abstracts, and own submissions end-to-end.
• Partner with executives, product marketing, and internal SMEs to develop compelling narratives, panels and presentations (in partnership with brand marketing).
• Support partner-led events and co-branded activations.
• Partner with RevOps and Growth to covert attendee lists into action with AI-assisted workflows and clear SLAs
• Operationalize pre-event meeting booking and post-event acceleration for both conferences and field programs.
• Use AI and data to recommend target accounts, invite lists, and follow-up prioritization, including reviewing large datasets to inform go/no-go decisions.
• Collaborate with content, design, growth, and product marketing to deliver cohesive pre- and post-event campaigns.
• Own event-related messaging and asset creation (signage, decks, microsites, printed materials, gifting).
• Publish 48-hour executive summaries (key accounts touched, hot leads, next actions) and 7/14/30-day pipeline updates; lead post-event retrospectives and optimization.

Senior Manager – Event Programs

Security Engineer

• Work closely with the CISO to build the product security strategy, roadmap, and metrics to measure and monitor product security posture
• Conduct design and architecture reviews for Ocrolus products and infrastructure
• Perform code reviews and application security assessments, including AI/LLMs
• Engage with the development teams to conduct secure design reviews/threat modeling exercises
• Identify vulnerabilities/threats that could affect Ocrolus products through independent research and work with the developers on workarounds/mitigation plans
• Be the go-to person for developers in solving critical issues relating to secure product development
• Run penetration testing targeting critical data, services, and environments
• Write and disseminate security guidelines for common security issues, remediation, and security technology baselines
• Collaborate with stakeholders to ensure secure deployment of AI systems by staying updated on AI security best practices and executing adversarial testing strategies
• Guide engineering teams on secure coding and testing principles/practices
• Spread security culture throughout the organization

Senior Security Engineer, Product Security

Machine Learning Engineer

• Spearhead the Design and Architecture: Lead the design and architecture of robust, scalable machine learning systems that are primed for seamless deployment into production.
• Enhance Productivity: Design and implement essential machine learning infrastructure and tools that support multiple teams, streamlining workflows and improving efficiency across the organization
• Solve Complex Infrastructure and ML Problems: Address complex infrastructure and machine learning challenges that span the organization. Analyze systems to identify and rectify bottlenecks, inefficiencies, and areas for improvement.
• Drive Model Evaluation and Optimization: Lead the development of model evaluation frameworks, optimize data pipelines, and implement continuous training strategies to ensure that models remain accurate and up-to-date.
• Apply ML Expertise to Fintech: Leverage state-of-the-art machine learning models within the fintech domain to automate and enhance document processing.
• Collaborate Across Teams: Work closely with stakeholders from Product, Engineering, and Operations to ensure that goals are aligned and that execution is coordinated and effective.
• Mentor and Guide Engineers: Provide mentorship to engineers within both ML and platform teams, fostering their professional development and contributing to the overall growth of Ocrolus' technical expertise. Coach and influence others to improve company culture.
• Contribute to Engineering Standards: Play an active role in shaping Ocrolus-wide engineering standards, participate in design reviews (RFCs/ADRs), and promote adherence to best practices. Champion Code Quality and Reliability: Be a vocal advocate for code quality, observability, and system reliability. This includes everything from implementing rigorous A/B testing to setting up real-time monitoring systems.
• Understand how their team and projects fit into the larger business goals. Bring together technical and nontechnical stakeholders towards common objectives, suggest alternative solutions to customer problems, and help teach and support more junior teammates.
• Look for opportunities for process improvements within their team and works with others to implement process changes.
• Find ways to incorporate company values into day-to-day decisions and have ideas on how to build policies/processes that support the improvement of company culture.

Staff Machine Learning Engineer

Business Analyst

• Write and optimize SQL queries to extract, manipulate, and analyze large datasets for business insights.
• Build and optimize OLTP & OLAP dashboards for analytical reporting, enabling data-driven decision-making using any visualization tools such as Power BI or Tableau
• High level knowledge of Python for data integration, manipulation and automation.
• Design and implement data architecture solutions that optimize data processes and improve efficiency.
• Create and maintain end-to-end data pipelines from streaming platforms like Kafka to ensure real-time data availability on Snowflake or any other Database/ Data Warehouse
• Collaborate with cross-functional teams to gather business requirements and translate them into technical specifications.
• Optimize and streamline existing analytics processes to enhance reporting capabilities.
• Manage relationships with key stakeholders, understanding their data needs and delivering timely, actionable insights.

Product Manager

• Own the strategy, roadmap, and execution for integrations across LOS, POS, and third-party mortgage platforms
• Craft and own the product roadmap for your team, and be responsible for setting priorities, backed up by data and customer feedback
• Partner with core product teams to ensure new features are designed for integrability, modularity, and reuse
• Possess a deep understanding of the lending industry needs and requirements and incorporate the learnings while crafting roadmaps and vision for the product
• Reduce integration complexity and time-to-launch through reusable patterns and documentation
• Identify opportunities to standardize integrations across platforms rather than building one-off solutions
• Measure success through metrics such as integration adoption, implementation time, and reliability
• Align teams (Engineering, Operations, Sales & Marketing, Document Writing etc.) and functions at Ocrolus through process flows, business cases, strategy documents, specs, designs etc.
• Work with stakeholders across the business to identify new opportunities and also educate them on how current tech backed product offerings can better achieve their goals
• Manage end-to-end delivery cycle of product features, including phased roll out to customers and internal teams, quick iterations and a full stack launch
• Outline the plan of achieving product success and maintain/update existing product features
• Work with analytics teams to develop dashboards and reports on key metrics and constantly monitor, report and act on them to improve and optimize the product offerings

Senior Manager – Event Programs

Senior Security Engineer, Product Security

Staff Machine Learning Engineer

Business Analyst

Senior Product Manager