Client Success Associate

| Greater NYC Area
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Who We Are: 

Ocrolus is a fintech infrastructure company that transforms documents into actionable data with over 99% accuracy. 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.

We are seeking skilled and motivated individuals who want to work in Customer Success for a rapidly-growing startup. While the job focuses on Customer Success, the small and open nature of our company means that you will be exposed to different aspects of the business. The job is a great opportunity to gain experience with customer relations, while also honing general business skills, and getting exposure to Financial Technology (Fintech).

Given our services-based business model, and how customers pay over time, Customer Success is a crucial part of our company. We want customers to be happy with both the value that our services provide, and more broadly, the professional relationship between Ocrolus and our clients.

 

The role will include onboarding, support services, and basic operational work to support the business development and customer success teams.

Requirements

  • Experience communicating with customers
  • Knowledge of customer service practices
  • Strong sense of professionalism
  • Ability to be self-directed and self-motivated; ability to be highly directed and managed
  • Experience with Customer Relationship Management (CRM) software such as Salesforce
  • Willingness and eagerness to to learn how to use Zuora, a billing platform
  • Experienced in Excel/Google Sheets

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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Location

Ocrolus is in the heart of New York City’s Financial District, occupying an ultra-modern space with a stand-out view across the Hudson River and the Statue of Liberty. We also have satellite offices around India in Gurgaon, Jaipur, and Noida.

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