Docsumo

• Lead a team of sales professionals to drive revenue • Recruit, train, motivate, build pipeline, market via webinars/events, build playbooks, analyze data. • Prepare and deliver presentations/demos and proposals to tech buyers in the US. • Manage the entire sales cycle from prospecting to closing for the each • Develop long-term strategic relationships with key accounts and ensure client satisfaction • Track, analyze, and report key qualitative feedback & quantitative metrics back to the organization • Strong leadership and management skills, with the ability to lead and motivate a sales team • Build and set OKRs and KRAs for individuals and for the team

• 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

• AI-first designer who creates working prototypes using Claude / Bolt. • Gather and evaluate user requirements in collaboration with product managers and engineers. Conduct layout adjustments based on user feedback. • Illustrate design ideas using storyboards, process flows and sitemaps. • Design graphic user interface elements, like menus, tabs, widgets and build page navigation buttons and search fields. • Develop UI mockups and prototypes that clearly illustrate how sites function and look like. • Create original graphic designs (e.g. images, sketches and tables) • Prepare and present rough drafts to internal teams and key stakeholders • Identify and troubleshoot UX problems (e.g. responsiveness) • Conduct UX research (both primary & secondary) to understand usability, user preferences • Advocate user perspective in all product, design discussions to drive towards user centric decision making

• Provide technical expertise through solution designs, solution demonstrations, proof of concepts by various mediums - in-person/virtual presentations, white boards etc. • Should be able to cater to the customer's requirement. • Should be able to provide support assistance to the customer at times when required. • Delivering customer demos and helping with customer onboarding. • Should be able to design solutions based on the customer’s requirement and flexibility and must know how to work on multiple solutions. • Work cross-functionally with the Product Management and Engineering teams to ensure internal speed bumps are encountered. • Reporting processes that may need improvement. • Ensuring that our CRM contains accurate account details and contact information. • Work with the CS and Sales team to ensure all the demos and onboarding setups are handled. • RnD mindset to come up with innovative solutions and workflows. • Work Timings will be 3:30PM IST to 12:30AM IST

• This is an AE (Account Executive) track role. • As Sales/ Business Development Representative you will be working closely with management to identify new opportunities, reach out to potential customers via email and LinkedIn, conduct discovery and demo calls. • Work with the marketing team to create and execute sales campaigns. • Develop sales opportunities by researching and identifying potential accounts. • Prepare and deliver presentations/demos and connect in a professional way to USA tech buyers. • Rolling out weekly newsletters, email and drip campaigns. • Making outbound calls to drive monthly & quarterly sales targets. • Assess competitors by analyzing and summarizing competitor information and trends. • Handling all incoming customer queries on our live chat. • Get customer feedback to generate ideas about new features or products. • Meet quarterly goals & sales target

• 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.

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