Account Manager
Ocrolus
full-time
Posted on:
Location Type: Remote
Location: Remote • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $120,000 - $150,000 per year
Job Level
Mid-LevelSenior
About the role
- 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
Requirements
- Bachelor's Degree in business or related field
- 4+ years of SMB or Mortgage Lending 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
- 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.
Benefits
- commission
- equity
- benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
APIupsellingcross-sellingnegotiationpresentationtime management
Soft skills
client focused solutionscommunicationinfluencinglisteninggrowth mindset
Certifications
Bachelor's Degree