---
title: 'Account Executive (5+ years, B2B SaaS, Enterprise sales) at Docsumo'
canonical: 'https://feeny.ai/job/account-executive-5-years-b2b-saas-enterprise-sales-docsumo-remote-zp1zw0f8mq4d'
type: 'job'
last_seen: '2026-09-16'
---

# Account Executive (5+ years, B2B SaaS, Enterprise sales) at Docsumo

- **Company:** Docsumo
- **Location:** Remote
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2024-02-26
- **Last confirmed live:** 2026-09-16
- **Apply:** https://jobs.lever.co/docsumo/b168e984-eddb-47c4-b94f-69083939e769

## Job description

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 to either ops or tech teams 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.
- Must be a team player and is willing to go above & beyond.
- Should have prior experience working with "C" & "D" level executives.
- Should be comfortable working in EST zone (8 am to 5 pm EST)

## About Docsumo

## Company Overview
- **One-liner**: Docsumo provides intelligent document processing workflows powered by Agentic AI, enabling enterprises to automate data extraction and validation from unstructured documents.
- **Entity Type**: Private (Seed stage; raised $3.72M total)
- **Headquarters**: New York, United States
- **Founded**: 2019
- **Founders**: Rushabh Sheth (CEO) and Bikram Dahal (CTO)

## Core Business
- **Primary industry**: Intelligent Document Processing (IDP) / Document AI
- **Target customers**: B2B – SMBs and Enterprises in Insurance, Banking, Lending, Logistics
- **Mission**: To help businesses make fast and accurate decisions from unstructured data, going from fully manual to 90%+ touchless processing in minutes ([docsumo.com/about](https://www.docsumo.com/about))

## Products & Services
- **Docsumo Document AI Agents**: A suite of AI agents (Gather, Extract, Verify, Post) that form an end-to-end pipeline from document sourcing to system of record posting. Each agent handles a specific job: gathering documents from email/SFTP/drives, extracting data with 99% field-level accuracy, verifying cross-document rules, and posting decisions to ERP/CRM systems. ([docsumo.com](https://www.docsumo.com/))
- **30+ Readymade APIs**: Pre-built APIs for common document types (invoices, bank statements, tax returns, etc.) that require no training to get started. ([docsumo.com/about](https://www.docsumo.com/about))
- **All-in-One Document Platform**: Customizable AI with analytics and validation engines, plus enterprise security (SOC 2 Type 2, GDPR, HIPAA compliant) and role-based permissions. ([docsumo.com](https://www.docsumo.com/))

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Annual Revenue $1.3M (estimated, per LinkedIn) | Total Funding $3.72M (Seed rounds: $220k pre-seed in 2020, $3.5M seed in 2022 led by Common Ocean Ventures)
- **Notable Investors/Partners**: Techstars, Barclays, Better Capital, Common Ocean Ventures; integrations with NetSuite, SAP, QuickBooks, Tally, and others
- **Growth Signals**: Grew from 30+ employees in 2021 to 60+ currently; processes 5M+ documents annually; expanded to 4 offices (NY, Mumbai, Bangalore, Kathmandu) and presence in Singapore

## Competitive Advantages
- **API-first, plug-and-play approach**: No training required for prebuilt APIs, enabling rapid deployment
- **Agentic AI architecture**: Each agent specializes and works together, reducing exceptions and improving straight-through processing (95%+)
- **Enterprise-grade compliance**: SOC 2 Type 2, HIPAA, GDPR certified with bank-grade encryption and audit trails
- **High accuracy**: 99% field-level accuracy on 250+ document types, including handwriting and tables

## Strategic Focus
- Expanding AI agent capabilities to automate complex multi-document workflows end-to-end
- Deepening integrations with ERP and core banking/lending systems (Encompass, Guidewire, Epic, NetSuite)
- Scaling sales efforts with open roles for Account Executives and Account Managers, indicating a push for enterprise market share in North America

## Why Work Here
- **Hybrid culture**: 3 days per week in office (Mumbai, Bangalore, Kathmandu, or New York); values both remote and in-office collaboration for work-life balance
- **Competitive compensation**: Competitive salary, stock options, and health insurance
- **Fast-moving product team**: Opportunity to build scalable products for enterprises with a lean, outcome-driven team (60+ people across 4 countries)
- **Tech stack & autonomy**: Work with cutting-edge AI and document processing technologies; outcome-driven culture with minimal bureaucracy
- **Open roles** (as of 2026): Senior Solutions Engineer, Business Development Representative, Account Manager (North America), Account Executive (B2B SaaS Enterprise) – indicating growth in go-to-market teams

## Sources
1. [docsumo.com/about](https://www.docsumo.com/about)
2. [docsumo.com/careers](https://www.docsumo.com/careers)
3. [docsumo.com](https://www.docsumo.com/)
4. [linkedin.com/company/docsumoai](https://linkedin.com/company/docsumoai)
5. [tracxn.com/d/companies/docsumo](https://tracxn.com/d/companies/docsumo/__4hZlY6ldhoKXH5D0Icf1ZJJzbmNvNSH5dQXmIBrwwZ4)

## Other roles at Docsumo

- [Account Manager – North America](https://feeny.ai/job/account-manager-north-america-docsumo-remote-83dbdc7vynkd)
- [Business Development Representative (6 month contract, contract to full time opp)](https://feeny.ai/job/business-development-representative-6-month-contract-contract-to-full-time-opp-nvf04adyb358) — New York, NY
- [Senior Solutions Engineer (3+ years, B2B SaaS)](https://feeny.ai/job/senior-solutions-engineer-3-years-b2b-saas-docsumo-mumbai-df4s878s3ygf) — Mumbai, India
- [Senior UI UX Designer (5+ years)](https://feeny.ai/job/senior-ui-ux-designer-5-years-docsumo-mumbai-3b4v4fmnj7fc) — Mumbai, India
- [Senior Business Development Representative (3+ years, B2B SaaS Sales)](https://feeny.ai/job/senior-business-development-representative-3-years-b2b-saas-sales-docsumo-tg2eyfbxg7ss) — Bengaluru, India
- [Sales Manager (10+ years, Process Automation Sales Experience)](https://feeny.ai/job/sales-manager-10-years-process-automation-sales-experience-docsumo-remote-eam55b3tbrmg)