As a Senior Account Executive at Docsumo, you will manage the entire sales cycle, including finding clients, negotiating deals, and upselling. Your role includes preparing presentations, performing outbound sales activities, qualifying inquiries, and maintaining customer relationships while collaborating with cross-functional teams. You will also ensure data accuracy in the CRM system for effective sales reporting.
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.
- Five or more years of experience in sales or business development roles.
- Should have carried or held quota in earlier roles (preferably 50k-100k USD deals)
- 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)
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