Account Manager, Ocrolus

• Bachelor's Degree in business or related field
• 4+ years of Mortgage 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

Desirable

• Ocrolus is seeking an experienced Account/Growth Manager to work in person directly with our newly implemented Mortgage clients
• This role will require ~75% domestic overnight travel
• The candidate will be in charge of managing relationships and helping to facilitate process change management within the Mortgage client to maximize the Ocrolus platform
• Tasks may involve: process development, forecasting, strategic planning, sales support, product training, client service, project management, and marketing
• 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