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.