VP of Solutions

New York, NY
Customer Success
Who We Are: 
Ocrolus is a Series B venture-backed FinTech company that uses Artificial Intelligence and crowdsourcing to automate financial review processes. The Company transforms e-statements, scans, and cell phone images, regardless of quality, into 99+% accurate digital data. By replacing tedious, imperfect human audits with sharp, AI-driven analyses, Ocrolus modernizes financial assessments in lending and a variety of other industries.

Ocrolus is seeking a well-rounded VP of Solutions with sales and technology acumen. The ideal candidate has at least a decade's experience delivering enterprise SaaS solutions, especially financial API's. The role will be responsible for managing pre-sales technical conversations, implementing client integrations as well as customer success and upselling.


    • Bachelor's Degree or higher
    • At least seven years' experience in client-facing roles
    • Experience managing solutions architects or other sales roles
    • Excellent communication skills
    • Strong organizational skills
    • Creativity in solving problems
    • Experience directing technical projects
    • Experience with customer service software


    • Building out a team of sales and customer success professionals focused on implementation, upsell and retention.
    • Creating and implementing a scalable ticketing system for incoming customer support requests.
    • Creating a scalable system to support BD team in processes of client discovery and solution scoping
    • Communicating with top financial services executives
    • Transforming client pain points into opportunities
    • Managing a team that builds positive, synergistic client relations
    • Quantifying the impact of Ocrolus solutions
    • Upselling and cross-selling
    • Managing many concurrent implementations

Extra Credit

    • Top-tier education
    • MBA or other professional degree
    • Product Management experience
    • Software Development experience
    • Professional Services experience
    • Fintech experience
    • Familiarity with AWS

We’re a young and rapidly growing FinTech company - if you have ever wanted to jump on a rocket ship as it’s taking off, now is your chance!