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Enterprise Account Executive - Mortgage

Role overview

Qualifications

  • Bachelor’s Degree in business or related fields
  • 6+ years solution/value selling experience
  • 3+ years working as a top performing Enterprise Account Executive
  • Proven success hunting and selling into new logo accounts

Responsibilities

  • Managing the entire sales cycle from prospecting to negotiation and close
  • Leading and directing a cross-functional team through varied stages of complex customer journeys
  • Communicating and tracking the status and unique requirements of each sales opportunity
  • Training, mentoring, and coaching team members for regional prospecting and sales-related activities

Key facts

Other skills

  • Sales
  • Communication
  • Team Leadership
  • Mentorship
  • Coaching

About the company

Ocrolus logo

Ocrolus

Artificial Intelligence & Machine Learning Services

Ocrolus is a document AI platform that enables faster and more accurate financial decision-making. The company analyzes documents with over 99% accuracy, regardless of format or quality, supporting over one thousand types of documents including bank statements, pay stubs and tax forms. Ocrolus provides a trusted solution to detect fraud, analyze cash flows and income, and streamline decisions for over 500 clients across a number of use cases. Customers such as CrossCountry Mortgage, Better Mortgage, Deephaven Mortgage, PennyMac Financial Services and American Financial Network leverage Ocrolus automation to build delightful user experiences. To learn more, visit Ocrolus.com.

Company details

Company typeSME
IndustryArtificial Intelligence & Machine Learning Services
Company size201 - 500

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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 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.

Summary:
Ocrolus’ practice continues to expand rapidly. We are seeking a qualified Enterprise Account Executive with a proven and tested track record of selling complex SaaS-based software solutions into the Fintech / financial vertical space. Candidates will be assigned a combination of named regional accounts and will be responsible for all sales-related activity in that region. The ideal candidate has 7+ years of selling and has a strong sales pedigree. Note, this is a remote-based role, however, it requires this person to be based in the West Coast.
 
What you’ll do:
  • Managing the entire sales cycle from prospecting to negotiation and close while articulating the right sales plays that create urgency and move opportunities to close
  • Comfortable leading and directing a cross-functional team - marketing, sales ops, sales engineering, solutions, operations, product, leadership -- through varied stages of complex customer journeys
  • Communicate (both orally and written) and track the status and unique requirements of each sales opportunity while adhering to management standards for sales reporting
  • Exemplifies leadership by training, mentoring, and coaching team members, junior or otherwise, earmarked to support regional prospecting and sales-related activities
  • Knowledge of leading sales frameworks and applying those frameworks in a way that demonstrates a systematic approach to selling
  • Demonstrated proficiency in creating and delivering pervasive client presentations that align varied stakeholders critical to the decision making process
  • Up to 25% of domestic overnight travel is required for this role and being located on the West Coast would be beneficial

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 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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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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