Enterprise Account Executive, Ocrolus
Existing Accounts
$120-150k
+ Commission + Equity
More information about location
Intelligent document automation software
Job no longer available
Intelligent document automation software
501-1000 employees
Job no longer available
$120-150k
+ Commission + Equity
More information about location
501-1000 employees
Company mission
To empower companies to modernize their back offices with leaner, faster infrastructure, and intelligent analytics.
Role
Who you are
- The ideal candidate has 7+ years of enterprise SaaS sales experience, with a strong track record of expanding revenue within existing accounts in the fintech or financial services space
- Bachelor’s Degree in business or related fields
- 6+ years solution/value selling experience
- 3+ years working as a top performing Enterprise Account Executive
- Be a driving force in the success of the company’s goals & objectives through achieving and exceeding individual sales quota YoY
- Proven success hunting and selling into new logo accounts
- Self-starter who is invested in the success of the team
- Experience managing a pipeline in Salesforce
- Scrappy, comfortable working in a fast-paced startup environment and learning as you go Bonus points:
- Experience working at a hypergrowth, startup company
- 2+ years of working in the Fintech / financial vertical
- Value selling experience with API platforms
What the job involves
- Ocrolus’ practice continues to expand rapidly
- We are seeking a qualified Enterprise Account Executive – Existing Accounts to drive growth within our current client base by expanding product adoption and deepening strategic partnerships
- This role is focused on managing and growing a portfolio of existing enterprise and mid-market customers through upsell, cross-sell, and long-term account planning
- This is a remote-based role
- Own and grow a portfolio of existing accounts, serving as the primary commercial point of contact and trusted advisor to Ocrolus clients
- Drive upsell and cross-sell opportunities by identifying client needs, aligning Ocrolus products to business outcomes, and expanding product usage across departments and use cases
- Manage the full expansion sales cycle within current customers—from discovery and solutioning through negotiation and close
- Partner closely with Customer Success, Solutions Engineering, Product, Operations, and Leadership to ensure seamless execution, high customer satisfaction, and long-term account growth
- Build and execute account plans that map stakeholders, current product usage, whitespace opportunities, and expansion strategies
- Communicate clearly (written and verbal) and maintain accurate pipeline, forecasts, and account documentation in accordance with sales reporting standards
- Lead complex, multi-stakeholder sales conversations, delivering compelling presentations that align Ocrolus solutions to customer priorities and ROI
- Apply structured enterprise sales methodologies to expansion opportunities, demonstrating a systematic and repeatable approach to account growth
- Up to 25% of domestic overnight travel is required for this role
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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