企业客户经理 - 房贷
Enterprise Account Executive - Mortgage
在人工智能和金融科技的交汇处共同创造未来。在Ocrolus，我们的使命是帮助贷款机构有信心地自动化工作流程——简化金融机构评估借款人的方式，并加快、更准确地做出贷款决策。
我们为贷款机构提供的AI工作流和分析平台已得到大规模信任，每月处理近一百万份信用申请，涵盖中小企业、抵押贷款和消费贷款。通过将最先进的开源和闭源AI模型与我们的“人工在回路”验证引擎相结合，Ocrolus能够以超过99%的准确性从金融文档中提取数据。由于我们先进的欺诈检测和全面的现金流和收入分析，我们的客户在风险管理方面实现了更高的效率，并提供了更广泛的信贷获取渠道——最终创建一个更加包容的金融体系。
Ocrolus已被400多家客户信赖，包括Better Mortgage、Brex、Enova、Nova Credit、PayPal、Plaid、SoFi和Square等行业领导者，处于金融科技AI创新的最前沿。加入我们，帮助重新定义世界最具创新精神的贷款机构的业务方式。
**职位概述：**
Ocrolus的业务正在迅速扩展。我们正在寻找一位具备在金融科技/金融垂直领域销售复杂SaaS软件解决方案成功经验的资深企业客户经理。候选人将负责一组指定的区域客户，并对该地区的所有销售相关活动负责。理想的候选人拥有7年以上销售经验，并具有强大的销售背景。请注意，这是一个远程办公岗位，但要求该职位人员必须**位于西海岸**。
**你将负责：**
- 从潜在客户开发到谈判和成交，管理整个销售周期，同时制定合适的销售策略，制造紧迫感并推动交易完成
- 能够带领和指导跨职能团队——市场、销售运营、销售工程、解决方案、运营、产品、领导层——穿越复杂客户旅程的不同阶段
- 能够口头和书面沟通，并跟踪每个销售机会的状态和特殊需求，同时遵守管理层对销售报告的标准
- 通过培训、辅导和指导团队成员（无论级别高低），展现领导力，支持区域潜在客户开发和销售相关活动
- 熟悉主流销售框架并能有效应用
查看英文原文
Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions.
Our AI workflow and analytics platform for lenders is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system.
Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business.
**Summary:**
Ocrolus’ practice continues to expand rapidly. We are seeking a qualified Enterprise Account Executive with a proven and tested track record of selling complex SaaS-based software solutions into the Fintech / financial vertical space. Candidates will be assigned a combination of named regional accounts and will be responsible for all sales-related activity in that region. The ideal candidate has 7+ years of selling and has a strong sales pedigree. Note, this is a remote-based role, however, it requires this person to be **based in the West Coast.**
**What you’ll do:**
- Managing the entire sales cycle from prospecting to negotiation and close while articulating the right sales plays that create urgency and move opportunities to close
- Comfortable leading and directing a cross-functional team - marketing, sales ops, sales engineering, solutions, operations, product, leadership -- through varied stages of complex customer journeys
- Communicate (both orally and written) and track the status and unique requirements of each sales opportunity while adhering to management standards for sales reporting
- Exemplifies leadership by training, mentoring, and coaching team members, junior or otherwise, earmarked to support regional prospecting and sales-related activities
- Knowledge of leading sales frameworks and applying those frameworks in a way that demonstrates a systematic approach to selling
- Demonstrated proficiency in creating and delivering pervasive client presentations that align varied stakeholders critical to the decision making process
- Up to 25% of domestic overnight travel is required for this role and being located on the West Coast would be beneficial
**What you'll bring:**
- Bachelor’s Degree in business or related fields
- 6+ years solution/value selling experience
- 3+ years working as a top performing Enterprise Account Executive
- Be a driving force in the success of the company’s goals & objectives through achieving and exceeding individual sales quota YoY
- Proven success hunting and selling into new logo accounts
- Self-starter who is invested in the success of the team
- Experience managing a pipeline in Salesforce
- Scrappy, comfortable working in a fast-paced startup environment and learning as you go
**Bonus points:**
- Experience working at a hypergrowth, startup company
- 2+ years of working in the Fintech / financial vertical
- Value selling experience with API platforms
**Note:**
The full-time salary range for this role is between $120,000- $150,000 + commission + equity + benefits. 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**
We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact.
**Our culture is grounded in four core values:** **Empathy –** Understand and serve with compassion
**Curiosity –** Explore new ideas and question the status quo **Humility –** Listen, be grounded, and remain open-minded
**Ownership –** Love what you do, work hard, and deliver excellence
We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic.
We look forward to building the future of lending together.