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Account Executive (Mortgage)

Greater New York City Area Full Time


Explore Ocrolus' Document AI platform, designed to streamline and expedite financial decision-making. Empower your processes by turning raw documents into precise insights for more efficient and accurate analysis


Job Description

Ocrolus is a Series B venture-backed FinTech company that uses Artificial Intelligence and crowdsourcing to automate financial review processes. The Company transforms e-statements, scans, and cell phone images, regardless of quality, into 99+% accurate digital data. By replacing tedious, imperfect human audits with sharp, AI-driven analyses, Ocrolus modernizes financial assessments in lending and a variety of other industries.

After initial success in the industry, Ocrolus is ready to take some of the pain out of mortgage lending and underwriting. We are seeking a business development manager with a proven track record selling technology or software solutions into the mortgage industry. Candidates will be responsible for growth in this vertical and are expected to hit the ground running. The ideal candidate knows the mortgage industry inside and out, has strong relationships with underwriting, product, and technology leaders at major mortgage lenders, is comfortable selling a technical product, and is excited to work in a fast-paced start-up environment


Responsibilities

-Managing the entire sales cycle from lead to close -Negotiating agreements with clients -Working closely with customer success, product, and engineering to develop new product features and ensure pilots run smoothly -Meticulously tracking correspondences and progress with each client -Working with marketing team to identify targets for account-based marketing -As our presence in the industry grows, training and supervising one or more junior salespeople to support our overall effort in the mortgage industry


Requirements

-6+ years of B2B sales experience selling into financial services; minimum of 3 years selling into the mortgage industry -Demonstrable, quantified success in past roles -Excellent communication skills, both writing and speaking; proficiency with analytics and creating persuasive client presentations -Team player with strong interpersonal skills; able to work across departments and act as a leader in the organization -Organized and systematic approach to selling -Self-motivated and disciplined; a "can-do" attitude; excited to work in a fast-paced start-up environment