Account Manager – SMB

Ocrolus

full-time

Posted on: 4/6/2026

Location Type: Remote

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💰 $120,000 - $150,000 per year

About the role

Facilitate weekly in-person client meetings in order to build strong relationships focused on helping facilitate the change management process within SMB/Consumer 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

Bachelor's degree in business or related field
4+ years of SMB/Consumer Lending experience and processes related to SMB/Consumer 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

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SMB LendingConsumer LendingUpsellingCross-sellingRenewalsChange ManagementClient Account MetricsProject Management

Soft Skills

CommunicationNegotiationListeningPresentationTime ManagementRelationship BuildingClient FocusInfluencingCollaborationGrowth Mindset

Certifications

Bachelor's Degree