About the role
Account Manager – North America
Location
India (Remote)
Working Hours: 5:30 PM – 2:30 AM IST (8am to 5pm EST overlap)
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About Docsumo:
Docsumo is your go-to Document AI solution for streamlining business operations. We turn complex documents like bank statements, policies, and financial statements into valuable, actionable data. Our cutting-edge technology helps businesses make smarter decisions faster. We are backed by marquee investors such as Sequoia, Barclays, Fifth Wall, Common Ocean, and Techstars.
At Docsumo, we're on a mission to revolutionise how businesses handle data. We empower companies to:
- Boost efficiency by 6-10 times.
- Make quick, accurate decisions from unstructured information.
- Scale operations effortlessly through innovative technology
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Role Overview
We are seeking an experienced Account Manager to focus on expansion, and growth of large accounts across the North America market, including enterprise and mid-market customers. This role is part of the sales organization and is responsible for driving increased product adoption within existing accounts.
You will manage and expand relationships with complex, multi-stakeholder organizations such as Nomura, SVB, Intertek, and similar large global customers. The role requires strong stakeholder management skills, a consultative sales approach, and the ability to identify and drive additional use cases across teams.
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Key Responsibilities
* 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
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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
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Preferred Qualifications
* Experience with Document AI, OCR, automation platforms, or enterprise software solutions
* Exposure to regulated or complex industries such as BFSI, FinTech, or large global services organizations
* Familiarity with CRM platforms such as HubSpot, or similar tools
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Success Metrics
* Growth in account value through expanded product usage
* Increased adoption across multiple teams within the same customer organization
* Strong customer satisfaction and long-term retention
* Consistent and predictable expansion pipeline
Originally posted on Himalayas