Account Manager - SMB

Come build at the intersection of AI and fintech. At Ocrolus, we're on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions.

Our AI workflow and analytics platform for lenders is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state‑of‑the‑art open‑ and closed‑source AI models with our human‑in‑the‑loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system.

Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world's most innovative lenders do business.

Summary
Ocrolus is seeking an experienced Account/Growth Manager to work in person directly with our newly implemented SMB/Consumer clients. This role requires ~25% domestic travel. The candidate will be in charge of managing relationships and helping to facilitate process change management within the SMB/Consumer client to maximize the Ocrolus platform. Tasks may involve process development, forecasting, strategic planning, sales support, product training, client service, project management, and marketing.

What you'll do

Facilitate weekly in‑person client meetings 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

Who we're looking for

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

Bonus points

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

Note
The full‑time salary range for this role is between $120,000–$150,000 + commission + equity + benefits. Base pay offered may vary depending on job‑related knowledge, skills, experience, and market location.

Disclosure (NYC)

8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City.

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