Account Manager

Summary:
Ocrolus is seeking an experienced Account Manager to work directly with our clients. The candidate will be in charge of managing relationships and building long-term client partnerships. Tasks may involve: forecasting, strategic planning, sales support, product training, client service,  project management, and marketing.
What you'll do:

• Develop and maintain long-term client relationships with a strong focus on upselling, cross-selling and renewals
• Identify opportunities to grow business with existing clients
• Operate as the central point of contact for assigned customer base
• Coordinate with teammates working on the same account to provide consistent 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
• 50-75% of domestic overnight travel may be required for this role

What you'll bring:

• Bachelor's Degree in business or related field
• 4+ years of account management / customer success SaaS experience working with enterprise-level clients 
• 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 client 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