The Role
Manage the sales cycle from lead generation to closing deals, maintain customer relationships, and track metrics to support client acquisition and retention.
Summary Generated by Built In
About Us:
Docsumo is a Document AI software that helps enterprises automate document processing. We help enterprises convert documents such as invoices, ID cards & bank statements into actionable data. We are backed by marquee investors such as Sequoia, Fifth Wall, Common Ocean, Barclays, Techstars & Better Capital.
As an Account Executive, you will be working independently as part of the Sales team. You will be directly working with the Founders and Director of Sales and get a hands-on role at enterprise sales for a growing global SaaS product.
Responsibilities:
- 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 workflow automation or process automation 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.
- Should have prior experience working with "C" & "D" level executives
Top Skills
Crms
Excel
Gmail
Google Docs
Hubspot
Word
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The Company
What We Do
Docsumo is document AI software with Intelligent OCR technology helps you convert unstructured documents such as pay stubs, invoices and bank statements to actionable data. Works with documents in any format with minimal setup.
