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Customer Success Associate

Greater New York City Area Full Time

Ocrolus is a FinTech company that automates data verification and analysis for bank statements and other financial documents. The Company analyzes e-statements, scans, and cell phone images of documents from every financial institution with over 99% accuracy. By replacing tedious, imperfect human audits with sharp, AI-driven analyses, Ocrolus modernizes financial review processes in lending and a variety of other industries.

Job Description

We are seeking skilled and motivated individuals who want to work in Customer Success for a rapidly-growing startup. While the job focuses on Customer Success, the small and intimate nature of our company means that you will be exposed to different aspects of the business. The job is a great opportunity to gain experience with customer relations, while also honing general business skills, and getting exposure to Financial Technology (Fintech).

Given our services-based business model, and how customers pay over time, Customer Success is a crucial part of our company. We want customers to be happy with both the value that our services provide, and more broadly, the professional relationship between Ocrolus and our clients.


The role will include - onboarding - support services - relationship management


  • Experience communicating with customers
  • Knowledge of customer service practices
  • Strong sense of professionalism
  • Ability to be self-directed and self-motivated; ability to be highly directed and managed
  • Willingness and eagerness to to learn how to use Zuora, a billing platform
  • Experience with Customer Relationship Management (CRM) software such as Salesforce
  • Proficient in Excel/Google Sheets

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