Docsumo Logo

Docsumo

Account Executive (5+ years, B2B SaaS, Enterprise sales)

Job Posted 3 Days Ago Reposted 3 Days Ago
Remote
Senior level
Remote
Senior level
The Senior Account Executive manages the sales cycle, engages with clients, delivers presentations, and ensures customer satisfaction while meeting sales metrics.
The summary above was generated by AI

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 a Senior 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
  • Should be comfortable working in EST zone (8 am to 5 pm EST)

Top Skills

Crms
Excel
Gmail
Google Docs
Hubspot
Word

Similar Jobs

Yesterday
Remote
United States
97K-163K Annually
Junior
97K-163K Annually
Junior
Cloud • Consumer Web • eCommerce • Information Technology • Software
As an Account Executive, you will drive sales revenue through new client acquisition and manage existing accounts while preparing contracts and proposals.
Top Skills: Crm Software
4 Days Ago
Remote
Hybrid
AR, USA
85K-153K Annually
Senior level
85K-153K Annually
Senior level
Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
The Account Executive II at RapidScale is responsible for driving cloud sales, achieving sales targets, developing client relationships, and collaborating on sales strategies.
Top Skills: AWSAzureDaasDraasGoogleIaasO365SalesforceSd-Wan
4 Days Ago
Remote
Hybrid
OK, USA
85K-153K Annually
Mid level
85K-153K Annually
Mid level
Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
As an Account Executive II, you will drive cloud sales, achieve sales targets, build relationships, collaborate on strategies, and lead presentations to clients.
Top Skills: AWSAzureDaasDraasGCPIaasO365SalesforceSd-Wan

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
By clicking Apply you agree to share your profile information with the hiring company.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account