Ocrolus Inc.

Design and deliver mortgage onboarding and training programs, collaborate with cross-functional teams to develop enablement strategies, and measure training effectiveness. | Experience in technical enablement, mortgage industry exposure, curriculum design, and cross-functional collaboration. | Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions. Our AI-powered data and analytics platform is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system. Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business. We’re hiring a hands-on, customer-facing Mortgage Technical Enablement Manager to own enablement execution for our rapidly growing mortgage customer base. You will report to the General Manager of Mortgage and be the primary driver of customer onboarding, technical training, and ongoing educational content. You’ll work closely with Product, Engineering, Product Marketing, and Revenue to help craft and execute the enablement strategy and to design and deliver world-class materials that accelerate launch timelines, increase product adoption, and drive measurable customer outcomes. This role is for someone who loves teaching — building clear, engaging learning experiences that teach lenders how to use our product to originate a mortgage end-to-end. You’ll translate Ocrolus’s product capabilities (income calculations, document indexing, LOS integrations, AI classifiers, and more) into step-by-step curriculum, hands-on labs, and playbooks that make it simple for both technical and non-technical users to get production-ready. What you’ll do Partner closely with the GM of Mortgage and cross-functional teams (Product, Engineering, Product Marketing, Revenue/Sales, and Customer Success) to help craft and execute the mortgage enablement strategy and roadmap. Design, build, and deliver scalable onboarding and education programs focused on using Ocrolus to originate mortgages: instructor-led trainings, on-demand eLearning, role-based learning paths, technical playbooks, integration guides, and customer certification programs. Partner closely with the Account Management team to align enablement with customer goals, support implementations and ongoing adoption, and co-deliver training as part of account onboarding, expansion, and renewal motions. Create a progressive, modular curriculum that maps directly to the mortgage origination workflow, with role-based learning paths that enable end users to steadily build proficiency and familiarize themselves with the full set of products and capabilities in our mortgage solution. Produce hands-on materials: sandbox exercises, labs, demo scripts, templates, runbooks, and checklists that shorten time-to-value and reduce launch friction. Working in partnership with Account Managers, run kickoffs, launch workshops, technical deep dives, and train-the-trainer sessions for customers, partners, and internal teams (Sales Engineers, Implementation, CS, etc). Partner with Product and Engineering to translate complex features into practical how-to guidance and implementable integration patterns. Work with Revenue/Sales and Product Marketing to define onboarding readiness criteria and pre/post-sale enablement materials that tie to launch success metrics. Measure enablement effectiveness with KPIs (time-to-production, launch velocity, adoption, CSAT, certification completion, support deflection) and iterate on content based on data and feedback. Capture and synthesize customer feedback and typical implementation gaps to inform product documentation and prioritize future training needs. Represent Ocrolus externally: run webinars, speak at customer events, and occasionally support pilots or proofs-of-concept. What you’ll bring A passion for education and curriculum design — you love creating learning experiences and measuring learning outcomes. Mortgage industry exposure (e.g., underwriting, operations, LOS work, or mortgage product experience). 2+ years building and delivering technical enablement, customer training, or implementation programs (or equivalent instructional design experience). Ability to translate product features into concrete workflows that teach customers how to originate loans using our platform. Strong presentation and facilitation skills — comfortable delivering both live and asynchronous training (slides, video, LMS content, hands-on labs). Experience producing customer-facing documentation and training artifacts (playbooks, runbooks, templates). Comfortable working cross-functionally with Product, Engineering, Product Marketing, Revenue/Sales, and Customer Success. Data-driven: you define success metrics for enablement and iterate based on performance and feedback. Excellent written communication skills and attention to instructional detail. Nice-to-haves Prior experience at a fintech or AI-driven company. Hands-on experience with LOS or point solutions (Encompass, Ellie Mae, or equivalent) or integrations into LOS/AUS. Experience with LMS tools, eLearning authoring (Articulate/Camtasia), and building certification programs. Instructional design background or training certification. Willingness and ability to travel to customer sites for launches and workshops. Compensation & logistics The full-time salary range for this role is around $150,000 + equity + benefits. Base pay will vary depending on job-related knowledge, skills, experience, and market location. Ocrolus is a remote-first company; some travel for customer enablement and events is expected. Disclosure as required by N.Y.C. Admin. Code §§ 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City. Life at Ocrolus We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact. Our culture is grounded in four core values: Empathy – Understand and serve with compassion Curiosity – Explore new ideas and question the status quo Humility – Listen, be grounded, and remain open-minded Ownership – Love what you do, work hard, and deliver excellence We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic. We look forward to building the future of lending together.

Design and develop high-quality, scalable, and performant frontend web applications using React, TypeScript, and Material UI while collaborating with cross-functional teams. | 5+ years of engineering experience with expertise in React, TypeScript, CSS, state management libraries, testing frameworks, and solid database skills. | Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions. Our AI-powered data and analytics platform is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system. Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business. We are seeking a highly experienced Senior Software Engineer specialized in Frontend Development to lead the design and development of cutting-edge web applications. The ideal candidate has a passion for building exceptional user experiences and possesses deep expertise in modern frontend technologies, including TypeScript and React. In this role, you will collaborate closely with cross-functional teams to deliver scalable, maintainable, and performant solutions. What you'll do: Develop high-quality, responsive, and performant user interfaces using TypeScript, React, Material UI and related tools. Implement modular and reusable components with a focus on scalability and maintainability. Work closely with Product Managers and UX/UI designers to translate rough ideas, wireframes, and mockups into beautiful and interactive world-class experiences. Build and scale our fast-growing online services and data pipelines. Optimize frontend performance for various devices and browsers, focusing on page load times and responsiveness. What you'll bring: Bachelor's degree in Computer Science or related field. 5+ years engineering experience. Expertise in modern Frontend Development with React, TypeScript, CSS. Experience with state management libraries such as Redux or Context API. Familiarity with Material-UI (MUI), Node.js and React query is preferred. Understanding of responsive design principles and cross-browser compatibility. Proficiency in testing frameworks such as React Testing Library and Playwright. Solid database skills (Postgres, MySQL etc). A deep understanding of UI/UX principles to ensure the delivery of intuitive and accessible user experiences. Experience leading and owning projects from beginning to end. Ability to collaborate effectively with multidisciplinary teams in a fast-paced environment. Strong problem-solving and communication skills. Note: The full-time salary range for this role is around $180,000 + equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location. Disclosure as required by N.Y.C. Admin. Code §§ 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City. Life at Ocrolus We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact. Our culture is grounded in four core values: Empathy – Understand and serve with compassion Curiosity – Explore new ideas and question the status quo Humility – Listen, be grounded, and remain open-minded Ownership – Love what you do, work hard, and deliver excellence We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic. We look forward to building the future of lending together.

Manage the full sales cycle for named regional accounts, lead cross-functional teams through complex customer journeys, and achieve sales quotas in a fast-paced fintech SaaS environment. | 7+ years selling complex SaaS solutions with 3+ years as a top performing Enterprise Account Executive, experience in Salesforce, strong leadership and communication skills, and preferably fintech industry experience. | Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions. Our AI-powered data and analytics platform is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system. Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business. Summary: Ocrolus’ practice continues to expand rapidly. We are seeking a qualified Enterprise Account Executive with a proven and tested track record of selling complex SaaS-based software solutions into the Fintech / financial vertical space. Candidates will be assigned a combination of named regional accounts and will be responsible for all sales-related activity in that region. The ideal candidate has 7+ years of selling and has a strong sales pedigree. Note, this is a remote-based role. What you’ll do: Managing the entire sales cycle from prospecting to negotiation and close while articulating the right sales plays that create urgency and move opportunities to close Comfortable leading and directing a cross-functional team - marketing, sales ops, sales engineering, solutions, operations, product, leadership -- through varied stages of complex customer journeys Communicate (both orally and written) and track the status and unique requirements of each sales opportunity while adhering to management standards for sales reporting Exemplifies leadership by training, mentoring, and coaching team members, junior or otherwise, earmarked to support regional prospecting and sales-related activities Knowledge of leading sales frameworks and applying those frameworks in a way that demonstrates a systematic approach to selling Demonstrated proficiency in creating and delivering pervasive client presentations that align varied stakeholders critical to the decision making process Up to 25% of domestic overnight travel is required for this role and being located on the West Coast would be beneficial What you'll bring: Bachelor’s Degree in business or related fields 6+ years solution/value selling experience 3+ years working as a top performing Enterprise Account Executive Be a driving force in the success of the company’s goals & objectives through achieving and exceeding individual sales quota YoY Proven success hunting and selling into new logo accounts Self-starter who is invested in the success of the team Experience managing a pipeline in Salesforce Scrappy, comfortable working in a fast-paced startup environment and learning as you go Bonus points: Experience working at a hypergrowth, startup company 2+ years of working in the Fintech / financial vertical Value selling experience with API platforms Note: The full-time salary range for this role is between $120,000- $150,000 + commission + equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location. Disclosure as required by N.Y.C. Admin. Code §§ 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City. Life at Ocrolus We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact. Our culture is grounded in four core values: Empathy – Understand and serve with compassion Curiosity – Explore new ideas and question the status quo Humility – Listen, be grounded, and remain open-minded Ownership – Love what you do, work hard, and deliver excellence We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic. We look forward to building the future of lending together.