Account Manager – North America

Location

India (Remote)
Working Hours: 5:30 PM – 2:30 AM IST (8am to 5pm EST overlap)

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.

- Boost efficiency by 6-10 times.

- Make quick, accurate decisions from unstructured information.

- Scale operations effortlessly through innovative technology

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.

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

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

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

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