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.
Ocrolus is seeking a dynamic Account Manager with around 5 years of experience in account management & client servicing in the US region. The ideal candidate will excel at building strong client relationships, ensuring customer satisfaction, and supporting revenue growth initiatives. This role is perfect for someone eager to take ownership of accounts while \working closely with senior leadership to drive success.
What you'll do:
Manage day-to-day relationships with assigned accounts, ensuring high client satisfaction and timely delivery of services.
Support senior account managers in executing account plans and identifying upsell/cross-sell opportunities.
Act as the primary point of contact for client queries, issue resolution, and ongoing support.
Coordinate with internal teams (sales, product, and operations) to meet client requirements effectively.
Track account performance, prepare reports, and share insights with clients and leadership.
Assist in preparing proposals, presentations, and renewal documentation.
Who we're looking for: (Skill Sets and Qualifications)
Bachelor’s degree in Business, Marketing, or B.Tech & MBA is a plus.
4+ years of account management/customer success SaaS experience working with enterprise-level clients
2+ Experience in B2B US Client Management
2+ years of exp with proficiency in Google suite/ MS Office especially in excel, powerpoint etc
2 + years of exp in Analytical & Presentation Skills
Proven track record of success with upselling, cross-selling and renewals
Client focused solutions experience
Ability to communicate client needs with internal teams
Talent for influencing client management
Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
Growth mindset
Bonus points:
Strong understanding of API based work
B2B FinTech experience
Worked for a hypergrowth-startup company
Previous utilization of Salesforce
Please note: This position is not related to Finance or Sales. Candidates with backgrounds primarily in these fields are kindly requested not to apply.
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.
Listed by Ocrolus for a position based in the United States. Employers on this board attest they are hiring domestically.
The job you are looking for is no longer open.
Current openings at Ocrolus Inc.
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”.
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!
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Account Management
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Account Manager - Mortgage
Remote - US
Customer Success
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Director of Product - Mortgage
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Director of Product - Platform
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Sales-Mortgage
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Enterprise Account Executive - Mortgage
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Powered by
Listed by Ocrolus for a position based in the United States. Employers on this board attest they are hiring domestically.
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.
Ocrolus is seeking an experienced Account/Growth Manager to work in person directly with our newly implemented Mortgage clients. This role will require ~25% domestic travel. The candidate will be in charge of managing relationships and helping to facilitate process change management within the Mortgage client to maximize the Ocrolus platform. Tasks may involve process development, forecasting, strategic planning, sales support, product training, client service, project management, and marketing.
What you'll do:
Facilitate weekly in-person client meetings in order to build strong relationships focused on helping facilitate the change management process within Mortgage clients
Identify opportunities to adjust client processes to maximize Ocrolus footprint
Operate as the central point of contact for assigned customer base
Coordinate with teammates working on the same account to provide consistent excellent service
Ensure clients receive requested products and services in a timely fashion
Communicate client needs, demands and goals to our internal teams
Collaborate with sales team to reach prospective clients
Service multiple clients concurrently while consistently meeting deadlines
Keep records of client transactions
Forecast and track client account metrics
Be a vital part in helping not only the team, but the company grow
Who we're looking for:
Bachelor's degree in business or related field
4+ years of Mortgage experience and processes related to Mortgage based companies
Proven track record of success with upselling, cross-selling and renewals
Client focused solutions experience
Ability to communicate client needs with internal teams
Talent for influencing process change management
Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
Growth mindset
Bonus points:
Strong understanding of API based work
B2B FinTech experience
Worked for a hypergrowth-startup company
Previous utilization of Salesforce
Experience with failure and ability to course correct
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.
Listed by Ocrolus for a position based in the United States. Employers on this board attest they are hiring domestically.
Back to jobs
Account Manager - Mortgage
Remote - US
Apply
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.
Ocrolus is seeking an experienced Account/Growth Manager to work in person directly with our newly implemented Mortgage clients. This role will require ~25% domestic travel. The candidate will be in charge of managing relationships and helping to facilitate process change management within the Mortgage client to maximize the Ocrolus platform. Tasks may involve process development, forecasting, strategic planning, sales support, product training, client service, project management, and marketing.
What you'll do:
Facilitate weekly in-person client meetings in order to build strong relationships focused on helping facilitate the change management process within Mortgage clients
Identify opportunities to adjust client processes to maximize Ocrolus footprint
Operate as the central point of contact for assigned customer base
Coordinate with teammates working on the same account to provide consistent excellent service
Ensure clients receive requested products and services in a timely fashion
Communicate client needs, demands and goals to our internal teams
Collaborate with sales team to reach prospective clients
Service multiple clients concurrently while consistently meeting deadlines
Keep records of client transactions
Forecast and track client account metrics
Be a vital part in helping not only the team, but the company grow
Who we're looking for:
Bachelor's degree in business or related field
4+ years of Mortgage experience and processes related to Mortgage based companies
Proven track record of success with upselling, cross-selling and renewals
Client focused solutions experience
Ability to communicate client needs with internal teams
Talent for influencing process change management
Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
Growth mindset
Bonus points:
Strong understanding of API based work
B2B FinTech experience
Worked for a hypergrowth-startup company
Previous utilization of Salesforce
Experience with failure and ability to course correct
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.
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Listed by Ocrolus for a position based in the United States. Employers on this board attest they are hiring domestically.
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.
We're at an inflection point. Large language models, agentic AI and our proprietary human-in-the-loop verification engine are converging. The VP, Engineering will own how that transformation happens — in our product, our platform and how our teams build.
This is a player-coach role: a hands-on technical leader who progressed through the IC route — Architect or Principal Engineer — gets into the weeds when it matters, and leads at the executive level. You build the team and stay in the game.
WHAT YOU'LL OWN
Engineering delivery and velocity
Own end-to-end engineering execution: roadmap planning, sprint cadence, release quality and cross-team dependency management
Partner with the Product teams to align engineering capacity with product priorities; surface honest tradeoffs early
Drive a culture of high velocity and high trust — ship fast, learn fast, fix fast
AI-native platform and product
Lead the engineering strategy for integrating LLMs, agentic workflows and AI-native development practices into Ocrolus products at scale
Drive adoption of modern developer productivity tools and AI-augmented engineering workflows across all teams
Define standards for AI output quality, hallucination control, cost governance and production reliability
Compress idea-to-ship cycles for GenAI features; set the bar for moving from prototype to production
Partner with the ML and AI Transformation teams to embed AI into internal workflows, not just external products
Architecture, scalability and reliability
Remain deeply hands-on: lead architecture reviews, own critical system design decisions and drive technical decision-making — not from a distance
Own the technical roadmap across distributed systems, platform architecture, scalability and reliability for your engineering domain
Set and enforce engineering standards: code quality, observability, incident response and security
Make high-stakes architectural calls that balance speed, cost and long-term maintainability
Engineering organization
Lead and grow a distributed engineering org across the US and India as one of three VP Engineering leaders; partner closely with peer VPs under the CTO
Manage directors and senior managers; coach them into leaders who scale with the company
Set the hiring bar, build the interview machine and recruit senior talent in a competitive AI-era market
Own DEI and retention outcomes within your domain
Executive and cross-functional leadership
Represent engineering at the executive level; contribute to the narrative on technology execution, risks and investments
Own your domain's engineering budget: headcount planning, tooling spend and cloud cost optimization
Partner with Sales and Customer Success on enterprise commitments, SLA design and escalation resolution
WHAT WE'RE LOOKING FOR
Non-negotiables
14+ years in software engineering with at least 5 years in engineering leadership; has scaled through Series C or equivalent growth
Strong IC background — progressed through the Architect or Principal Engineer route with deep ownership of architecture, system design and technical decision-making
Hands-on experience shipping AI/ML systems to production: LLMs, RAG, agentic workflows or document intelligence — not just oversight
Proven ability to build and scale large-scale distributed platforms with high availability and reliability requirements
Has partnered with a CTO or CEO on technical strategy; comfortable in the executive seat
Deep expertise in distributed systems, cloud-native microservices architecture at scale (AWS preferred)
Strong signal
Background in fintech, document AI, IDP (Intelligent Document Processing) or regulated data-intensive industries
Experience running engineering in a human-in-the-loop or hybrid AI/human system
Built or rebuilt engineering culture — hiring bar, onboarding, performance, career ladders — from a growth-stage baseline
Familiarity with modern developer productivity tooling and AI-augmented SDLC practices
Comfortable operating across US and India time zones with globally distributed teams
WHY OCROLUS NOW
AI-native at the core: integrating state-of-the-art open- and closed-source models into a platform processing $100B+ in lending decisions annually
Category leader: 400+ enterprise customers including PayPal, Brex, SoFi, Plaid, Better Mortgage, Enova and Square
Real moat: proprietary HITL verification engine, 10+ years of labeled financial document data, 99%+ accuracy at scale
Remote-first culture built on Empathy, Curiosity, Humility and Ownership
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.
Listed by Ocrolus for a position based in the United States. Employers on this board attest they are hiring domestically.
Back to jobs
Vice President of Engineering
Remote - IND
Apply
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.
We're at an inflection point. Large language models, agentic AI and our proprietary human-in-the-loop verification engine are converging. The VP, Engineering will own how that transformation happens — in our product, our platform and how our teams build.
This is a player-coach role: a hands-on technical leader who progressed through the IC route — Architect or Principal Engineer — gets into the weeds when it matters, and leads at the executive level. You build the team and stay in the game.
WHAT YOU'LL OWN
Engineering delivery and velocity
Own end-to-end engineering execution: roadmap planning, sprint cadence, release quality and cross-team dependency management
Partner with the Product teams to align engineering capacity with product priorities; surface honest tradeoffs early
Drive a culture of high velocity and high trust — ship fast, learn fast, fix fast
AI-native platform and product
Lead the engineering strategy for integrating LLMs, agentic workflows and AI-native development practices into Ocrolus products at scale
Drive adoption of modern developer productivity tools and AI-augmented engineering workflows across all teams
Define standards for AI output quality, hallucination control, cost governance and production reliability
Compress idea-to-ship cycles for GenAI features; set the bar for moving from prototype to production
Partner with the ML and AI Transformation teams to embed AI into internal workflows, not just external products
Architecture, scalability and reliability
Remain deeply hands-on: lead architecture reviews, own critical system design decisions and drive technical decision-making — not from a distance
Own the technical roadmap across distributed systems, platform architecture, scalability and reliability for your engineering domain
Set and enforce engineering standards: code quality, observability, incident response and security
Make high-stakes architectural calls that balance speed, cost and long-term maintainability
Engineering organization
Lead and grow a distributed engineering org across the US and India as one of three VP Engineering leaders; partner closely with peer VPs under the CTO
Manage directors and senior managers; coach them into leaders who scale with the company
Set the hiring bar, build the interview machine and recruit senior talent in a competitive AI-era market
Own DEI and retention outcomes within your domain
Executive and cross-functional leadership
Represent engineering at the executive level; contribute to the narrative on technology execution, risks and investments
Own your domain's engineering budget: headcount planning, tooling spend and cloud cost optimization
Partner with Sales and Customer Success on enterprise commitments, SLA design and escalation resolution
WHAT WE'RE LOOKING FOR
Non-negotiables
14+ years in software engineering with at least 5 years in engineering leadership; has scaled through Series C or equivalent growth
Strong IC background — progressed through the Architect or Principal Engineer route with deep ownership of architecture, system design and technical decision-making
Hands-on experience shipping AI/ML systems to production: LLMs, RAG, agentic workflows or document intelligence — not just oversight
Proven ability to build and scale large-scale distributed platforms with high availability and reliability requirements
Has partnered with a CTO or CEO on technical strategy; comfortable in the executive seat
Deep expertise in distributed systems, cloud-native microservices architecture at scale (AWS preferred)
Strong signal
Background in fintech, document AI, IDP (Intelligent Document Processing) or regulated data-intensive industries
Experience running engineering in a human-in-the-loop or hybrid AI/human system
Built or rebuilt engineering culture — hiring bar, onboarding, performance, career ladders — from a growth-stage baseline
Familiarity with modern developer productivity tooling and AI-augmented SDLC practices
Comfortable operating across US and India time zones with globally distributed teams
WHY OCROLUS NOW
AI-native at the core: integrating state-of-the-art open- and closed-source models into a platform processing $100B+ in lending decisions annually
Category leader: 400+ enterprise customers including PayPal, Brex, SoFi, Plaid, Better Mortgage, Enova and Square
Real moat: proprietary HITL verification engine, 10+ years of labeled financial document data, 99%+ accuracy at scale
Remote-first culture built on Empathy, Curiosity, Humility and Ownership
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.
Create a Job Alert
Interested in building your career at Ocrolus Inc.? Get future opportunities sent straight to your email.
Create alert
Apply for this job
*
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Autofill my application
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Last Name*
Email*
Phone
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Phone*
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Accepted file types: pdf, doc, docx, txt, rtf
Cover Letter
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