Customer Success Associate

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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:


We are looking for a passionate critical thinker with proven experience building existing customer relationships to join our Customer Success Team as a Customer Success Associate.


This is a work from home position supporting West Coast clients, ideally this person will be located in PST or MST time zone.

You Will:

  • Onboard customers onto the Ocrolus dashboard, tracking the interactions via salesforce
  • Train new and existing customers on how to best utilize Ocrolus for their workflow
  • Support customer tickets and handle escalations via calls
  • Analyze customer ticket trends and represent the existing customer internally

You Should Have:

  • 0-2 years of corporate experience, preferably in customer success
  • Experience onboarding customers onto a new product
  • Experience woking with customers using a SaaS product 
  • Experience with CRM software such as Salesforce, Zendesk, Gainsight or Catalyst is a plus
  • Able to communicate with customers in a concise fashion, verbal and written

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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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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