Position Details

Salary $120K – $150K USD / year

Type Full-Time

Experience mid

Exp. Years 4+ years

Education Bachelor's degree in business or related field

Category Sales & Business Development

About this role

Account Manager - SMB New at Ocrolus manages remote lender relationships, drives process improvements, and supports growth through upselling, renewals, and API-enabled workflows.

Key Responsibilities

Facilitate client meetings and change management
Identify process improvement opportunities
Be the central point of contact for accounts
Coordinate with sales to acquire new clients
Forecast and track client metrics

Technical Overview

SaaS fintech platform focusing on AI-enabled lending analytics; works with lenders to automate document processing and risk analytics.

Ideal Candidate

The ideal candidate has 4+ years in SMB/Consumer Lending, strong relationship management, a proven upsell/cross-sell/renewals track record, and comfort with API-based work and Salesforce in a remote fintech environment.

Must-Have Skills

4+ years of SMB/Consumer Lending experience and processes related to SMB/Consumer based companiesProven track record of upsellingcross-selling and renewalsClient focused solutions experienceAbility to communicate client needs with internal teamsTalent for influencing process change management

Nice-to-Have Skills

Strong understanding of API based workB2B FinTech experienceHypergrowth-startup experienceSalesforce experienceExperience with failure and course correction

Tools & Platforms

SalesforceCRM

Required Skills

Account managementSMB lendingremoteupsellingcross-sellingrenewalsclient servicerelationship managementforecastingSalesforceAPI-based workfintechlending processescommunicationtime managementproject management

Hard Skills

Account managementSMB lendingremoteupsellingcross-sellingrenewalsclient servicerelationship managementforecastingsalesforceapi-based workfintechlending processescommunicationtime managementproject management

Soft Skills

communicationtime managementnegotiationpresentationteam collaboration

Industry & Role

Industry Fintech

Job Function Manage SMB/Consumer Lending accounts and drive platform adoption

Role Subtype Account Manager

Keywords for Your Resume

account managerocrolussmbconsumer lendingremotedomestic travel 25%upsellingcross-sellingrenewalsclient servicechange managementforecastingproduct trainingsalesforcesales supportremote travelgrowthb2b fintechhypergrowthapi-based workfintechsmb lending

Deal Breakers

Less than 4 years SMB lending experience, No Salesforce experience, No client relationship management experience

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