Account Manager – North America

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.

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

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

Originally posted on Himalayas