Account Executive, Financial Services

New York, NY /
Revenue /
Who We Are: 
Ocrolus is a fintech infrastructure company that transforms documents into actionable data. Powered by Artificial Intelligence and a unique human-in-the-loop data validation process, Ocrolus plugs directly into customer workflows via API, eliminating the need for manual data work. The solution includes built-in fraud detection and analytics, enabling customers to make smarter and faster business decisions with unprecedented precision.

Use-cases include loan underwriting, account openings, invoice processing, and other document-intensive processes. Ocrolus has raised over $30 million in venture capital, backed by Oak HC/FT, FinTech Collective, Bullpen Capital, and QED Investors, among others.

We are looking for passionate, hard-working account executive to join our growing enterprise sales team. Candidates must have proven experience prospecting for new business in the financial services vertical. The ideal candidate has a willingness to hunt for new business, is comfortable speaking about a technical product, and possesses a consistent track record of sales over-achievement.


    • Be a driving force in the success of the company’s goals & objectives through achieving & exceeding individual sales quota
    • Generating qualified sales meetings with financial services firms
    • Making sales calls: cold and warm
    • Build account plans and strategies for each target account
    • Effectively leverage internal resources (Senior Executives, Pre-sales, Professional Services, Legal etc.) in Sales Campaigns
    • Work effective with your peers and key partners to deliver joint value propositions
    • Uncover needs and develop relationships with multiple stakeholders within the assigned accounts across the lines of Business, IT, Procurement and Senior Management
    • Develop, strategize, negotiate and close business
    • Accurately forecast sales activity and revenue achievement through proper use of sales tools


    • Proven experience in a direct sales role - minimum 3 years of top performance
    • Excellent communication skills
    • Experience managing a pipeline in a CRM system
    • Eagerness to learn; open to coaching
    • Excited to work in a fast-paced start-up environment
    • Consultative selling experience
    • Prospecting Skills
    • Has a competitive spirit
    • Can collaborate and influence in a “win as a team” environment
    • Resourceful
    • Has a drive for results
    • Is a trusted advisor to the customers and colleagues
    • Strong business acumen

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!