Client Operations Manager at Ocrolus

| Greater NYC Area
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Join the Ocrolus rocket ship!

Ocrolus is the leading intelligent automation platform that helps customers make faster and more accurate decisions. Ocrolus transforms documents into digital data and analytics within minutes. That’s why partners like PayPal, Plaid, and Square work with us. Ocrolus has raised over $100 million in venture capital, backed by Oak HC/FT, FinTech Collective, Bullpen Capital, and QED Investors, among others.

Summary:
Ocrolus is looking for a Client Operations Manager to partner with our VP of Solutions and catalyze efficiencies within their organization. This person will have ownership of both customer facing team projects such as account tiering + client lifecycle to support our Account Management and Customer Success teams. They will also support more technical stakeholders in Sales Engineering and Implementations by working on capacity planning, automated onboarding workflows, and internal integrations. This person will report directly into the Director of Revenue Operations and work closely with Sales Operations, Marketing Operations, and Business Systems.

Key Responsibilities:

  • Collaborate with the Solutions organization leadership team to ruthlessly prioritize strategic initiatives across differing perspectives and timelines
  • Drive efficiencies within the Customer Success & Account Management teams by standing up standardized reporting such as client snapshots, automated onboarding workflows, templatized QBRs etc.
  • Lead cross-functional efforts with Finance, Data, and Product to better enable our customer facing teams with real-time insights, automation, and customer 360 tooling
  • Define excellence in how we pass customers down the revenue funnel, establishing deep analytics to track key metrics such as consumption growth, new product adoption, and churn
  • Driving operational efficiency by continually refining operational processes and influencing solutions teams to enable automation, reducing repetitive and redundant tasks

Requirements:

  • 5+ years experience working in Client Operations, Revenue Operations, Account Management, or Business Intelligence
  • Pristine stakeholder management capabilities allowing you to take feedback and problem statements from your stakeholders and develop both a strategy and project based roadmap to address given issues
  • Excellent project management skills with ability to multitask and work well under pressure
  • The ability to juggle both short-term urgent projects as well as long-term strategic initiatives

Bonus Points:

  • Experience tethering data across a multitude of systems leveraging SQL
  • Track record of supporting Enterprise grade Account Managers and their clientele by becoming an expert in tracking adoption, insight extraction, and GTM strategy for cross sell and upsell identification
  • History of success in high-growth startup environments

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.

Ocrolus employees enjoy flexible working hours, unlimited PTO, Appreciation holidays (last Friday of the month off), an inclusive work environment (D&I Council), and monthly wellness reimbursement for physical and mental well-being. 

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.

Launch your own Ocrolus experience today!

We look forward to hearing from you!

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Technology we use

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

Location

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.

Wendy

Data Scientist

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.

Zoheb

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.

Elizabeth

Director of Implementations

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.

Vik

Chief Operating Officer

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.

Estevan

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

Culture
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
Diversity
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
The vision benefits plan covers %100 for annual eye exams.
Health Insurance Benefits
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Ocrolus offers company equity to employees as part of our payment packages.
Performance Bonus
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.
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
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.
Relocation Assistance
Fitness Subsidies
Ocrolus reimburses employee gym membership.
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Lunch and learns
Promote from within

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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