At Ocrolus, we believe companies work best when they focus on their core business and let automation do the rest. We're powering the digital lending ecosystem and help financial services firms make high-quality decisions with trusted data and unparalleled efficiency.

Ocrolus' Human-in-the-Loop document automation software analyzes documents with over 99% accuracy. We're replacing legacy OCR vendors that cap out at 75-80% accuracy, and augmenting the robotic work that humans are prone to doing all too often – which can be expensive, error-prone, and slow. By empowering lenders to analyze diverse sources of financial data more efficiently, Ocrolus levels the playing field for every borrower, providing expanded access to credit at a lower cost.

We've raised over $100 million from blue-chip investors and are working with customers like PayPal, Brex, SoFi, Blend and Plaid. Join us as we build the future of fintech, and make an impact at an award-winning, high-growth startup that Forbes recently dubbed the "Next Billion-Dollar Startup".

Summary:

Ocrolus is looking for a Senior Client Operations Associate to partner with our VP of Solutions and catalyze efficiencies within their organization. This person will have ownership of both customer facing team projects such as account tiering + client lifecycle to support our Account Management and Customer Success teams. They will also support more technical stakeholders in Sales Engineering and Implementations by working on capacity planning, automated onboarding workflows, and internal integrations. This person will report directly into the Sr. Manager, Revenue Operations and work closely with Sales Operations, Marketing Operations, and Business Systems.

What you'll do:

Collaborate with the Solutions organization leadership team to ruthlessly prioritize strategic initiatives across differing perspectives and timelines
Drive efficiencies within the Customer Success & Account Management teams by standing up standardized reporting such as client snapshots, automated onboarding workflows, templatized QBRs etc.
Lead cross-functional efforts with Finance, Data, and Product to better enable our customer facing teams with real-time insights, automation, and customer 360 tooling
Define excellence in how we pass customers down the revenue funnel, establishing deep analytics to track key metrics such as consumption growth, new product adoption, and churn
Driving operational efficiency by continually refining operational processes and influencing solutions teams to enable automation, reducing repetitive and redundant tasks

What you'll bring:

2-4+ years experience working in Client Operations, Revenue Operations, Account Management, or Business Intelligence
Pristine stakeholder management capabilities allowing you to take feedback and problem statements from your stakeholders and develop both a strategy and project based roadmap to address given issues
Excellent project management skills with ability to multitask and work well under pressure
The ability to juggle both short-term urgent projects as well as long-term strategic initiatives

Personality Traits (ex: resilience, collaborates well, gravitas with clients):

Ability to drive projects and unblock road bumps independently with some strategic oversight on strategy and high level coaching
Ability to immediately drive impact in a nimble operational organization where they'll be asked to lead large scale initiatives
You are detail-oriented and have strong project management and communication skills
You can work strategically to define your roadmap and communicate priorities with the Revenue Leadership Team as well as in an independent executional capacity
You have a strong bias towards action, and understand the nuances that separate priorities and urgency

Extra Credit

Experience tethering data across a multitude of systems leveraging SQL
Track record of supporting Enterprise grade Account Managers and their clientele by becoming an expert in tracking adoption, insight extraction, and GTM strategy for cross sell and upsell identification
History of success in high-growth startup environments

Note:

The full-time salary range for this role is between $85,000- $105,000. 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.

Life at Ocrolus

Come build the future of fintech with us. At Ocrolus, you will work with extraordinary people and receive benefits and development opportunities to empower you in and out of the office.

We take pride in our dynamic, diverse team, unified by shared values of Ownership, Optimism, Objectivity, Humility, Urgency, and Appreciation. We love what we do and the people we do it with, which is why we welcome every individual, provide them with equal opportunity irrespective of their race, gender, gender identity, age, disability, national origin or any other legally protected rights that one has.

We look forward to hearing from you!

Ocrolus

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Sr. Revenue Operations Associate