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