Onboarding Manager, Ocrolus
$85-100k
+ Commission + Equity
Intelligent document automation software
Be an early applicant
Intelligent document automation software
501-1000 employees
Be an early applicant
$85-100k
+ Commission + Equity
501-1000 employees
Company mission
To empower companies to modernize their back offices with leaner, faster infrastructure, and intelligent analytics.
Role
Who you are
- 3–5+ years of experience in client onboarding, implementation, or project management in a SaaS or fintech environment
- Strong understanding of B2B onboarding workflows, especially for enterprise or financial services clients
- Excellent communication, organization, and interpersonal skills
- Ability to manage multiple projects and stakeholders simultaneously
- Comfortable with data, APIs, and discussing technical concepts with clients and engineers
- Proactive problem-solver with a customer-first mindset
- Experience with tools such as Salesforce, Zendesk, Slack, and project management platforms (e.g., Asana, Jira) is a plus
What the job involves
- We are seeking an experienced and customer-focused Onboarding Manager to join our Account Management team
- In this role, you will own the client onboarding journey, ensuring a seamless and efficient transition from signed contract to full product adoption
- You’ll serve as the bridge between Sales, Product, and Account Management—driving engagement, enabling early value, and laying the foundation for long-term customer satisfaction
- Serve as the primary point of contact for new clients during the onboarding phase
- Develop and execute tailored onboarding project plans, ensuring timely and successful implementation
- Collaborate with internal teams (Sales, Solutions, Product, Engineering) to align on client goals and technical requirements
- Guide clients through system integration, training, and go-live milestones
- Conduct kickoff meetings, product walkthroughs, and Q&A sessions to drive early engagement
- Track onboarding metrics and customer health to identify and mitigate risks proactively
- Document client needs and feedback to support continuous product and process improvements
- Transition clients to the Customer Success team post-onboarding with a comprehensive handoff
Our take
While machines have come a long way, image recognition software has struggled to match the accuracy required for financial review work. Ocrolus is stepping in to fill this gap, tapping into a vast, untapped market with a solution that bridges this critical need.
Ocrolus provides an automation platform that converts paper documents - like bank statements, pay stubs, and invoices - into actionable data with over 99% accuracy. The platform combines advanced machine processes with human intelligence through its human-in-the-loop infrastructure, ensuring a more reliable and complete solution for businesses.
As the financial services industry continues its push for modernization, Ocrolus is proving to be a key player for fintech leaders like SoFi, LendingClub, and Cross River Bank. These companies rely on Ocrolus to streamline their operations, reduce processing times, and enhance overall efficiency.
Freddie
Company Specialist at Welcome to the Jungle
Insights
8% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Feb 2023
$10.5m
LATE VC
Sep 2021
$80m
SERIES C
Total funding: $139.3m
Company benefits
- Taking care of you: We offer a comprehensive health package, including dental and vision, to support your physical and mental wellbeing
- Ocrolus Appreciation Days: To help balance work and life, we offer 5 reset days off throughout the year, in addition to our company holiday calendar
- Save for retirement: All employees benefit from a 401K plan, offered through Betterment, the investment and savings app
- Unlimited time off: Vacations at Ocrolus are on your terms. There’s no cap on PTO, alongside a flexible schedule and time off on summer Fridays
- Paid parental leave: It’s the big moments in life that matter. Our employees take up to three months of paid maternity or paternity leave
- Meals on us: Get catered lunch in the office all week long. We also provide dinner on most nights of the week
- Develop at work: Be empowered to grow personally and professionally with our annual learning and development stipend
- Take ownership: It’s important that Ocrolus employees feel invested in the company. Equity packages are available to most staff
- Ride to work: Commuting doesn’t have to be a drag. With CitiBike membership, you can make getting to work fun and healthy.
Company HQ
Financial District, New York, NY
Leadership
Sam Bobley
(Co-Founder & CEO)Currently a Venture Advisor at Green Egg Ventures.
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