Capital Platform Lead
Ocrolus
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.
This role is employed directly by Basepoint and is listed here as part of our partnership.
Responsibilities:
- Serve as the primary relationship manager between BasePoint and Ocrolus, ensuring alignment on partnership goals and priorities.
- Manage cross-organizational technology development initiatives, ensuring timely and effective delivery of joint platform capabilities.
- Monitor the onboarding process for small business lending companies onto the jointly developed platform, working closely with business development, transaction management, compliance, and technology teams.
- Own revenue generation targets and asset deployment scaling goals derived from the partnership, ensuring commercial objectives are met or exceeded.
- Develop and report on partnership KPIs, including platform adoption metrics, revenue performance, and asset deployment efficiency.
- Facilitate go-to-market alignment between Basepoint and Ocrolus, including management of pipeline and how the companies can cooperate to bring new products to market.
- Act as a key point of escalation and problem resolution, ensuring smooth day-to-day operations of the partnership.
- Identify new opportunities to enhance the partnership value proposition, driving product innovation and market expansion.
Qualifications:
- 7–10 years of experience in strategic partnerships and/or business development with background in specialty finance, asset management, data analytics, or fintech sectors.
- Proven experience managing complex B2B partnerships or internal projects, preferably involving data and analytics, financial services, and technology integrations.
- Strong understanding of small business lending ecosystems, specialty finance products, and financial data analytics.
- Experience leading revenue-generating initiatives and accountability for financial outcomes.
- Excellent project management skills with the ability to manage multiple priorities across organizations and stakeholders.
- Strong interpersonal and communication skills; capable of building trust and consensus across diverse teams and executive stakeholders.
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.