The posting
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 workflow and analytics platform for lenders 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 senior, hands-on, customer-facing Mortgage Technical Enablement Manager to build and own the enablement function for our rapidly growing mortgage customer base. You will report to the General Manager of Mortgage and serve as the sole owner of customer onboarding, technical training, and ongoing educational content — building this function from the ground up. You'll work closely with Product, Engineering, Product Marketing, and Revenue to craft and execute the enablement strategy and design and deliver world-class materials that accelerate launch timelines, increase product adoption, and drive measurable customer outcomes.
This role is for someone who thrives with high autonomy and ownership — you'll set the direction, build the infrastructure, and execute independently, while also showing up as a confident, engaging presence with customers in live settings. 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 define and drive the mortgage enablement strategy and roadmap — with significant independence in how you execute it.
- Build the enablement function from scratch: 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.
- 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 across our full mortgage solution.
- Produce hands-on materials: sandbox exercises, labs, demo scripts, templates, runbooks, and checklists that shorten time-to-value and reduce launch friction.
- Run kickoffs, launch workshops, technical deep dives, and train-the-trainer sessions for customers, partners, and internal teams — including live, client-facing training sessions.
- Partner with Product and Engineering to rapidly learn new capabilities and translate complex features into practical how-to guidance and integration patterns.
- Work with Revenue/Sales and Product Marketing to define onboarding readiness criteria and pre/post-sale enablement materials tied to launch success metrics.
- Measure enablement effectiveness with KPIs (time-to-production, launch velocity, adoption, CSAT, certification completion, support deflection) and iterate based on data and feedback.
- Capture and synthesize customer feedback and common 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
- 5–10+ years of experience in L&D, client enablement, customer training, or implementation programs — with the seniority to operate as a function of one and build from zero.
- A track record of working with independence — you don't need a team around you to move fast and deliver high-quality outcomes.
- Strong cross-functional stakeholder management — you're equally effective collaborating with Product and Engineering as you are presenting to customers; this is not a back-office role.
- Mortgage industry exposure (e.g., underwriting, operations, LOS work, or mortgage product experience).
- A passion for education and curriculum design — you love creating learning experiences and measuring outcomes.
- Ability to translate product features into concrete workflows that teach customers how to originate loans using our platform — and to learn our product deeply and quickly.
- Strong presentation and facilitation skills — comfortable delivering both live (including direct client-facing sessions) and asynchronous training.
- Experience producing customer-facing documentation and training artifacts (playbooks, runbooks, templates).
- 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 $140,000 - $170,000 + 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.
