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Enterprise Account Executive - Mortgage

Ocrolus is a document AI platform that enables faster and more accurate financial decision-making for lenders.

Ocrolus

Employee count: 501-1000

Salary: 120k-150k USD

United States only

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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.

About the job

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Posted on

Job type

Full Time

Experience level

Salary

Salary: 120k-150k USD

Education

Bachelor degree

Experience

6 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About Ocrolus

Learn more about Ocrolus and their company culture.

View company profile

What began as an idea in a parent's kitchen has blossomed into a transformative force in the financial technology sector. Ocrolus was founded in 2014 by Sam Bobley, who, at the age of 22, embarked on a journey to solve a significant challenge in the financial industry: the manual and error-prone process of analyzing financial documents. The initial spark for Ocrolus came from the convoluted world of Medicaid application processing, where the sheer volume of financial paperwork created massive inefficiencies. This firsthand observation of a broken system fueled the creation of a platform that could automate and bring precision to document-driven workflows. The company's early days were characterized by a relentless drive to build a technology that could read and understand financial documents with unparalleled accuracy, a stark contrast to the existing OCR solutions that fell short.

Today, Ocrolus stands as a leader in AI-driven document automation, serving a diverse clientele that includes some of the biggest names in fintech, mortgage lending, and banking like PayPal, SoFi, and Plaid. The company's innovative approach combines the power of artificial intelligence with a human-in-the-loop verification process, ensuring over 99% accuracy in data extraction. This unique fusion of machine intelligence and human oversight has become the cornerstone of their success, enabling lenders to make faster, more informed, and more confident credit decisions. From its humble beginnings, Ocrolus has grown into a global team with a strong presence in New York City, empowering financial institutions to level the playing field for borrowers by providing expanded access to credit at a lower cost. The journey from a kitchen table startup to a key player in the digital lending ecosystem is a testament to the company's unwavering commitment to innovation, accuracy, and its mission to revolutionize financial services.

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Ocrolus

Company size

501-1000 employees

Founded in

2014

Chief executive officer

Sam Bobley

Employees live in

View company profile

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