Account Manager - Mortgage

Summary:
Ocrolus is seeking an experienced Account Manager to work directly with our mortgage clients. 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.
What you'll do:

• Develop and maintain long-term client relationships with a strong focus on renewals
• Generate sales among client accounts, including up-selling and cross-selling
• Operate as the point of contact for assigned customers
• 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 while consistently meeting deadlines
• Keep records of client transactions
• Be a vital part in helping not only the team, but the company grow

What you'll bring:

• Bachelor's Degree in business or related field
• 3-5 years of account management / customer success SaaS experience working with enterprise-level clients 
• 3-5 years of mortgage industry related experience
• 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 with negotiation, listening, communication skills, presentation and time management skills

Bonus points:

• Experience with agile practice
• Strong understanding of API based work
• B2B FinTech experience
• Mortgage sales experience 
• Worked for a hypergrowth-startup company
• Experience with failure and ability to course correct

Note:

The full-time salary range for this role is between $115,000- $125,000 + Commission. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location.

Disclosure as required by N.Y.C. Admin. Code §§ 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City.