Account Manager

New York, NY
Customer Success
Who We Are: 
Ocrolus is a fintech infrastructure company that transforms documents into actionable data with over 99% accuracy. 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.

Ocrolus is seeking an experienced Account Manager. The candidate will be in charge of managing relationships and  building long-term client relationships.  Tasks may involve project management, strategic planning, sales support, product design, client service, and marketing.


    • Generate sales among client accounts, including up-selling and cross-selling
    • Operate as the point of contact for assigned customers
    • Develop and maintain long-term relationships with accounts
    • Ensure clients receive requested products and services in a timely fashion
    • Communicate client needs and demands to the employer company
    • Forecast and track client account metrics
    • Manage projects within client relationships, working to carry out client goals while meeting company goals
    • Identify opportunities to grow business with existing clients
    • Coordinate with staff members working on the same account to ensure consistent service
    • Collaborate with sales team to reach prospective clients
    • Service multiple clients concurrently, often meeting deadlines
    • Keep records of client transactions

Skills and Qualifications

    • BA/BS Degree
    • Client-Focused Solutions Experience
    • Project Management Skills
    • Ability to Communicate Client Needs with Staff
    • Talent for Influencing Client Management
    • Ability to Manage Multiple Projects and Relationships Simultaneously Negotiation, Listening, Communication Skills, Presentation and Time Management Skills, 

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!