Sales/Business Development Executive - Purchase to Pay at Ocrolus

| Greater NYC Area
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Who We Are: 
Ocrolus is a fintech infrastructure company that transforms documents into actionable data. Powered by Artificial Intelligence and a unique human-in-the-loop data validation process, Ocrolus plugs directly into customer workflows via API, eliminating the need for manual data work. The solution includes built-in fraud detection and analytics, enabling customers to make smarter and faster business decisions with unprecedented precision.
Use-cases include loan underwriting, account openings, invoice processing, and other document-intensive processes. Ocrolus has raised over $30 million in venture capital, backed by Oak HC/FT, FinTech Collective, Bullpen Capital, and QED Investors, among others.
Ocrolus is seeking a seasoned quota-carrying Business Development Executive to continue to develop our strategic presence in the Purchase to Pay (Accounts Payable, Payments ecosystem). In this role, one is expected to apply an expert understanding of Purchase to Pay business processes to solve complex problems with Ocrolus’ unique solution. The role involves prospecting to establish Accounts Payable Automation & Payments firms (Independent Software Vendors) as well as to large enterprises seeking P2P automation. The role demands a self-starter to work independently on complex business initiatives as well as collaborate heavily with Ocrolus leadership and vertically-oriented Sales Executives to establish win-win relations with tier 1 brands. With support from the marketing, product, and operations teams, you'll continue to evolve, direct, and execute our go-to-market and account-based strategies for the vertical.


  • Evangelize and competitively differentiate Ocrolus’ unique value proposition to C-level audiences while building trust, credibility, and urgency to act on the part of these stakeholders.
  • Ability to work independently managing a complex end-to-end (prospecting to close) enterprise business development sales cycle.
  • Leverage and lead Ocrolus cross-functional leaders by planning, developing, and executing on mutual agreed to partner strategies.
  • Negotiate complex agreements by developing mutually beneficial strategic relationships with tier 1 FinTech partners.
  • Work cross-functionally with customer success, product, and engineering to define and document requirements and develop new solution capabilities that serve the broadest marketplace. 
  • Document and track all correspondence/actions related to prospective partnerships including detailed reporting/forecasting on progress according to Ocrolus’ core systems and policy. 
  • Work with the marketing team to identify strategic targets and outreach programs for account-based marketing.
  • Collaborate with Sales Development Representatives by directing day-to-day activities on target accounts and other pipeline activities. Coach and mentor SDR consistent to pre-defined key performance indicators and metrics.


  • At least five years' experience in quota carrying sales and business development roles with demonstrated success in Purchase to Pay or a similar industry.
  • Demonstrable and quantifiable success in past quota carrying sales roles.
  • Excellent communication skills, both writing and speaking; proficiency with analytics and creating persuasive client presentations and differentiating value propositions.
  • Team player with strong interpersonal skills; able to work across departments and act as a leader in the organization.
  • Organized and systematic approach to selling with foundational knowledge of leading sales frameworks.
  • Passionate, self-starter with a disciplined "can-do" attitude excited to work in a fast-paced, chaotic, and meritocratic work environment.
  • Committed to self-improvement and professional development with a willingness to serve as a player-coach and mentor to junior team members.

Extra Credit

  • Experience working at or with startups
  • Technical background or experience selling technical products
  • Able to act as a player-coach, mentor, or supervisor to more junior sales reps

We’re a young and rapidly growing FinTech company - if you have ever wanted to jump on a rocket ship as it’s taking off, now is your chance!

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • PythonLanguages
    • PhotoshopDesign
    • JIRAManagement
    • WordpressCMS
    • HubSpotCRM
    • SalesforceCRM


Ocrolus is in the heart of the Financial District, just one block from the New York Stock Exchange, with easy access by subway, bus, car, and ferry.

An Insider's view of Ocrolus

What’s the vibe like in the office?

The office is laid back, but everyone is driven to contribute. There's a strong culture of individual ownership. Management empowers everyone to do what they do best. At the same time, teamwork is essential to success, and team cohesion is very strong. Leadership styles are non-hierarchical - the best idea wins out, no matter where it comes from.


Data Analyst

How do you collaborate with other teams in the company?

Ocrolus offers customizable analytics, so the Engineering Team frequently collaborates with other teams to deliver on customer requests. We often work with the Sales Team to identify business opportunities, forming working groups that outline customer requests, and then execute on those goals. Collaboration is essential in a customer-first company.


VP of Engineering

What makes someone successful on your team?

Customer Success requires team members to combine a deep knowledge of the platform with superb communication and interpersonal skills. In order to grow, members must cultivate strong relationships not just with our customers, but also the departments we rely on. And success does not mean perfection - learning from mistakes is always key.


Director of Customer Success

How do you empower your team to be more creative?

I empower team members to be more creative by giving them a high degree of independence in how they execute. I don't like to micro-manage, and rather than providing directives, I like to ask leading questions. Letting team members organically solve for the objective, based on these questions, creates a diversity of ideas that we can draw from.



How would you describe the company’s work-life balance?

Ocrolus' appreciation of work-life balance is built into the company. Employees form their own hours; some come in at 8 and leave at 4, others come in at 11 and leave at 7. Scheduling time off, sick days, and personal chores are made easy with unlimited vacation and work from home policies. Ocrolus wants us to live our lives outside of the office.


Account Executive

What are Ocrolus Perks + Benefits

Ocrolus Benefits Overview

- Competitive Compensation
- Comprehensive Health Insurance Coverage
- Three Months of Paid Maternity & Paternity Leave
- Unlimited Vacation Policy
- Flexible Visa and Sponsorship Support
- Gym Membership Reimbursement
- Citibike Reimbursement
- Company Sponsored Happy Hours & Team Outings
- Catered Lunch, Snacks, Coffee, and a Fancy Seltzer Machine
- Summer Fridays (Shortened Day)
- Off-Site Company Retreats

Partners with Nonprofits
Ocrolus partners with Kiva to deliver loans to underserved entrepreneurs across the world.
Friends outside of work
Eat lunch together
Intracompany committees
Ocrolus has a culture committee that plans happy hours, company retreats, and other company excursions.
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
Company Equity
Ocrolus offers company equity to employees as part of our payment packages.
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 12 weeks of parental leave for the primary caretaker. Ocrolus also provides 12 weeks of leave for the secondary caretaker.
Flexible Work Schedule
Ocrolus provides employees with a flexible work schedule that includes flexible start and end times, along with summer hours.
Remote Work Program
Our remote work program enables employees to work remotely as needed.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Ocrolus offers pre-tax commuter benefits for the subway, Citi Bike, and other preferred methods of transportation.
Company Outings
Ocrolus hosts our yearly company retreat in the Hamptons, with full rented houses, catered meals, team building exercises, and good company.
Stocked Kitchen
Ocrolus has a fully stocked kitchen with popcorn, gummy bears, coke, redbull, and a ton of other delicious snacks.
Some Meals Provided
Employees get free lunch on Tuesday, Thursday, Friday.
Happy Hours
Happy hours are hosted once per month.
Fitness Subsidies
Ocrolus reimburses employee gym membership.

Additional Perks + Benefits

Our perks, combined with the people, the culture, and the mission of our company, foster a working environment that puts employees first. Taken together, our perks are more than the flexible hours or the generous family leave. They are part of a broader philosophy that ensures the happiness, healthiness, and well-being of each of our employees.

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