Account Manager - SMB

Summary:

Ocrolus is seeking an experienced Account/Growth Manager to work in person directly with our newly implemented SMB/Consumer clients. This role will require ~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 in order 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

Summary:

Ocrolus is seeking an experienced Account/Growth Manager to work in person directly with our newly implemented SMB/Consumer clients. This role will require ~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 in order 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