The Senior Account Executive manages the sales cycle, engages with clients, delivers presentations, and ensures customer satisfaction while meeting sales metrics.
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
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