Summary :
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
Ocrolus is seeking an experienced Account / Growth Manager to work in person directly with our newly implemented Mortgage clients.
This role will require 75% domestic overnight travel. The candidate will be in charge of managing relationships and helping to facilitate process change management within the Mortgage 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 Mortgage 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
What you'll bring :
- Bachelor's Degree in business or related field
- 4+ years of Mortgage experience and processes related to Mortgage 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
J-18808-Ljbffr
Account Manager - Water treatment chemicals
For this Account Manager role, we are searching for talent located in either the Jersey City, NJ or New York City. Our Account Management Team is at the forefront of innovation and sustainability, working closely with our customers to create advanced equipment and chemical treatment solutions for a ...
Major Account Manager Enterprise
The Major Account Manager, Enterprise is required to customarily and regularly work outside of their office or home office engaged in selling, including travel as needed to make a sale. In this key role, you will manage and drive direct sales into Major Enterprise Accounts. Create and implement stra...
Account Manager
The Account Manager is a technical resource to clients and prospects who is responsible for the ongoing management of assigned clients. The Account Manager will proactively identify trends in service issues utilizing benefits administration technology and develop corrective action utilizing knowledg...
Client Services Lead (Account Manager)
Takes into account the context of the program in order to effectively drive the prioritization, definition and sequencing of work, and to identify risks and dependencies. Is an effective time manager of meetings; keeps the pace on track; has meeting agendas. Has developed a reputation as a strong an...
Account Manager
The Account Manager works with Sales Representatives on a set of advertising accounts managing all pre-sale planning and account services. The account manager will be a category and product expert for their assigned accounts, understanding how their clients buy our media, what products perform best ...
Key Account Manager
Achieve your volume and marketing objectives through the efficient management of your accounts. Deliver CMA budget for your accounts. Develop and execute account specific CMA programs. Assist in development and delivery of annual business review at each of your accounts. ...
Account Manager Lead - Commercial Lines
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;. Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and suppo...
Key Account Manager - Healthcare - New York
The role of the Key Account Manager is to extend our reach through expert discovery and exploration of new and untapped business opportunities and relationships within US Health Systems & Hospitals. Execute product & pricing programs with existing customers, penetrate new markets, and add new accoun...
Sr. Account Manager, Speakers Bureau
Account Manager 3, Speakers Bureau. Account Manager to our growing team. Account Manager will be assigned to lead a key client relationship, and is responsible for ensuring client satisfaction through working with customers to ensure a successful business partnership with IQVIA. Develops and deliver...
Senior Account Manager
The Senior Account Manager is responsible for building and maintaining a portfolio of accounts across financial, retail, and technology companies achieving revenue goals, and working as an advocate for customers internally to help develop a premier product offering from CENSAI. Utilizing strong writ...