Account Manager

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🕒 April 30

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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

• Carry a quarterly & annual sales quota and pipeline generation in existing customers • Own and grow a portfolio of large accounts (enterprise and mid-market) with a primary focus on account expansion and retention • Build and maintain strong relationships with senior technical and business stakeholders, including CTOs, Engineering Leaders, and their direct reports • Proactively engage customers through email, calls, and virtual meetings to drive adoption and uncover growth opportunities • Understand how various teams within an organization are using the product and identify additional use cases and expansion opportunities • Conduct solution-oriented product demonstrations tailored to different teams and stakeholder needs • Position the product by showcasing relevant customer success stories and internal use cases • Collaborate closely with Product, Customer Success, and Engineering teams to ensure alignment on customer needs and successful execution • Maintain accurate account plans, expansion pipeline, and activity tracking using CRM tools • Monitor market trends and customer requirements within the North American SaaS and technology landscape

🎯 Requirements

• 5+ years of experience in Account Management, Customer Expansion, or Sales roles within B2B SaaS • Ability to cold call CXOs to understand customer pain points & journeys. • Proven experience managing and expanding large accounts across enterprise and mid-market segments • Strong ability to engage with technical stakeholders and conduct executive-level conversations • Experience in running software demonstrations and solution discussions • Excellent written and verbal communication skills, with a structured and persuasive approach • Strong consultative selling and relationship management capabilities • Prior experience working with North American customers and operating in EST time zones • Comfortable working EST hours from India.