Customer Success Associate

| Greater NYC Area
Who We Are: 
Ocrolus is a Series B venture-backed FinTech company that uses Artificial Intelligence and crowdsourcing to automate financial review processes. The Company transforms e-statements, scans, and cell phone images, regardless of quality, into 99+% accurate digital data. By replacing tedious, imperfect human audits with sharp, AI-driven analyses, Ocrolus modernizes financial assessments in lending and a variety of other industries.
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!

Read Full Job Description

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 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.

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 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.

Vik

COO

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
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.

More Jobs at Ocrolus31 open jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
HR
Operations
Product
Sales
Operations
new
New York
Developer
new
New York
Developer
new
New York
HR
new
New York
Operations
new
New York
Developer
new
New York
Sales
new
New York
Developer
new
New York
Data + Analytics
new
New York
Product
new
New York
Design + UX
new
New York
Finance
new
New York
Data + Analytics
new
New York
Developer
new
New York
Developer
new
New York
Data + Analytics
new
New York
Data + Analytics
new
New York
Data + Analytics
new
New York
Developer
new
New York
Operations
new
New York
Developer
new
New York
Finance
new
New York
Design + UX
new
New York
Developer
new
New York
Operations
new
New York
Operations
new
New York
Product
new
New York