Charlie Allen

About Charlie Allen

I’m an enterprise sales leader with over a decade of experience helping organizations modernize how they sell, operate, and grow. Today, I work with leading lenders and fintechs at Ocrolus to automate document-driven workflows, accelerate loan decisions, and power more confident, data-backed lending with AI.Before moving into fintech, I spent years building and leading high-performing sales organizations across enterprise SaaS and information services. That experience taught me how to blend strategic leadership with hands-on execution, balancing structure and creativity to drive real outcomes.What motivates me is helping teams perform at their best. Whether it’s transforming manual processes into automated ones, or coaching through a complex deal. I thrive where there’s complexity, high stakes, and a need for clear strategy.Core strengths:Enterprise Sales & GTM StrategyChallenger & Consultative SellingRevenue Operations & EnablementAI & Digital TransformationLeadership Development & CoachingSales Technology & Process Optimization

Experience

1. Enterprise Account Executive - Mortgage

   Ocrolus

   May 2025 — Present · Springboro, OH, US

   Ocrolus is a document AI platform that enables faster and more accurate financial decision-making. The company analyzes documents with over 99% accuracy, regardless of format or quality, supporting over 1,700 document types including bank statements, pay stubs, and tax forms. Ocrolus provides a trusted solution to detect fraud and streamline decisions for 500+ clients across a number of use cases, ranging from small business, mortgage, and consumer lending to tax preparation and Medicaid eligibility. Customers such as Enova, PayPal, Brex, CrossCountry Mortgage, Plaid, and SoFi leverage Ocrolus automation to build delightful user-experiences.

Education

• The University of Akron

  BA, Business Communications

  2004 — 2009

• University of Dayton

  Master of Business Administration (M.B.A.), Business Administration and Management, General

  2020

Skills

• Business Development
• Social Networking
• Cold Calling
• Team Building
• Management
• Sales Operations
• Team Management
• Customer Service
• Salesforce.com
• Microsoft Office
• Sales
• Microsoft Excel
• Budgets
• Sales Process
• Coaching
• Consulting
• Complex
• Leadership
• Solution Selling
• Direct Sales
• Income Statement
• Training
• Customer Satisfaction
• New Business Development
• Sales Management
• Project Planning
• Lexis
• Marketing
• Team Leadership
• Business Strategy
• Contract Negotiation
• Recruiting
• Public Speaking
• Linkedin
• Facebook
• Retail
• B2b
• Legal Research
• Social Media
• Strategic Planning