Job Description
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-powered data and analytics platform 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.
Ocrolus’ practice continues to expand rapidly. We are seeking a qualified Enterprise Account Executive – Existing Accounts to drive growth within our current client base by expanding product adoption and deepening strategic partnerships. This role is focused on managing and growing a portfolio of existing enterprise and mid-market customers through upsell, cross-sell, and long-term account planning.
The ideal candidate has 7+ years of enterprise SaaS sales experience, with a strong track record of expanding revenue within existing accounts in the fintech or financial services space. This is a remote-based role.
What You’ll Do:
- Own and grow a portfolio of existing accounts, serving as the primary commercial point of contact and trusted advisor to Ocrolus clients
- Drive upsell and cross-sell opportunities by identifying client needs, aligning Ocrolus products to business outcomes, and expanding product usage across departments and use cases
- Manage the full expansion sales cycle within current customers—from discovery and solutioning through negotiation and close
- Partner closely with Customer Success, Solutions Engineering, Product, Operations, and Leadership to ensure seamless execution, high customer satisfaction, and long-term account growth
- Build and execute account plans that map stakeholders, current product usage, whitespace opportunities, and expansion strategies
- Communicate clearly (written and verbal) and maintain accurate pipeline, forecasts, and account documentation in accordance with sales reporting standards
- Lead complex, multi-stakeholder sales conversations, delivering compelling presentations that align Ocrolus solutions to customer priorities and ROI
- Apply structured enterprise sales methodologies to expansion opportunities, demonstrating a systematic and repeatable approach to account growth
- Up to 25% of domestic overnight travel is required for this role
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
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.
