--- title: 'Account Manager – North America at Docsumo' canonical: 'https://feeny.ai/job/account-manager-north-america-docsumo-remote-83dbdc7vynkd' type: 'job' last_seen: '2026-09-09' --- # Account Manager – North America at Docsumo - **Company:** Docsumo - **Location:** Remote - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-04-30 - **Last confirmed live:** 2026-09-09 - **Apply:** https://jobs.lever.co/docsumo/40e38df7-3514-4a28-a1cb-ef5398b74271 ## Job description 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 ## 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 - [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 - [Account Executive (5+ years, B2B SaaS, Enterprise sales)](https://feeny.ai/job/account-executive-5-years-b2b-saas-enterprise-sales-docsumo-remote-zp1zw0f8mq4d) - [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)