Account Executive, B2B SaaS, Enterprise Sales

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🕒 March 31

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Docsumo

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2020

☁️ SaaS

🤖 Artificial Intelligence

💸 Finance

SaaS • Artificial Intelligence • Finance

Docsumo is a company that enables enterprises to digitize and streamline their document processing through intelligent automation. Their platform offers capabilities such as document pre-processing, data extraction, classification, review, and analysis, focusing primarily on unstructured documents like invoices, utility bills, and bank statements. Docsumo provides AI-powered solutions tailored for industries such as financial services, insurance, and logistics, allowing businesses to automate data capture, improve accuracy, and enhance efficiency. With features like OCR scanning, PDF conversion, and data validation, they eliminate manual data entry, offering seamless integration with existing systems through robust APIs.

📋 Description

• Manage the entire sales cycle from finding a client to securing a deal, negotiating agreements, closing deals, and referrals/upselling. • Prepare and deliver presentations/demos, and proposals to the USA tech buyers. • Perform outbound sales activities including phone calls, emails, campaigns, and scheduling & facilitating demos. • Qualify inbound inquiries and appropriately advance them through the sales process. • Maintain strong rapport with existing customers, understanding their business needs and providing additional Docsumo solutions to optimize growth. • Meet or exceed key sales activity metrics related to revenue pipeline in areas such as calls, emails, qualified opportunities, and secured demos to facilitate client acquisition and retention. • Cross-functional communication with Sales, Customer Success, Marketing, Product, Engineering, and other key stakeholders to provide feedback, and offer ideas on the best practices, successes, and product. • Maintain data accuracy of customer information in the CRM system to have proper reporting and analytics.

🎯 Requirements

• Bachelors Degree or equivalent in a related field. • 5+ years of experience in sales or business development roles with 2+ years in closing role. • Should have carried or held quota in earlier roles (preferably 50k-100k USD deals) • Should have sold to either ops or tech teams before • Excellent communication and interpersonal skills with the ability to articulate and present verbally and in writing. • Self-motivated, outgoing, and dedicated to achieve results within deadlines. • Growth mindset with the willingness to learn and develop professionally. • Knowledge of Excel/Word/Google Docs/Gmail/Hubspot/CRMs. • Must be a team player and is willing to go above & beyond. • Should have prior experience working with "C" & "D" level executives • Should be comfortable working in EST zone (8 am to 5 pm EST)