Account Manager
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Job Description
Account Manager at Ocrolus managing client relationships and ensuring satisfaction in a remote role. Focused on account growth and coordination across teams in a fintech environment.
Responsibilities:
- 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.
Requirements:
- 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
Benefits:
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
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