--- title: 'Senior Solutions Engineer (3+ years, B2B SaaS) at Docsumo' canonical: 'https://feeny.ai/job/senior-solutions-engineer-3-years-b2b-saas-docsumo-mumbai-df4s878s3ygf' type: 'job' last_seen: '2026-09-09' --- # Senior Solutions Engineer (3+ years, B2B SaaS) at Docsumo - **Company:** Docsumo - **Location:** Mumbai, India - **Employment:** full-time - **Work type:** remote - **Posted:** 2025-01-21 - **Last confirmed live:** 2026-09-09 - **Apply:** https://jobs.lever.co/docsumo/5e9b810d-82fe-4fce-967f-bddda12aaa19 ## Job description 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 revolutionize 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 Key Responsibilities: - Provide technical expertise through solution designs, solution demonstrations, proof of concepts by various mediums - in-person/virtual presentations, white boards etc. - Should be able to cater to the customer's requirement. - Should be able to provide support assistance to the customer at times when required. - Delivering customer demos and helping with customer onboarding. - Should be able to design solutions based on the customer’s requirement and flexibility and must know how to work on multiple solutions. - Work cross-functionally with the Product Management and Engineering teams to ensure internal speed bumps are encountered. - Reporting processes that may need improvement. - Ensuring that our CRM contains accurate account details and contact information. - Work with the CS and Sales team to ensure all the demos and onboarding setups are handled. - RnD mindset to come up with innovative solutions and workflows. - Work Timings will be 3:30PM IST to 12:30AM IST Need to have: - Has minimum 3 years of experience, preferably in SaaS or IT. - Must have a full time degree in Engineering Background. - Must have good experience in programming languages like python. - Good understanding of REST API and making api calls. - Good experience with POSTMAN, integration tools like zapier, and other middleware. Nice to have: - Team player who can take responsibility for anything from fixing the office internet to making a sales pitch to the CXO of a company. We believe in the ideology that - Buck stops with me - Consistent track record of documenting, synthesizing, and communicating results. - Must be self-motivated, flexible, collaborative, with an eagerness to learn. - Commitment to embracing best practices and a continual improvement mindset. Our Cultural Standards: Take ownership of your time and work - You should feel proud of what you have accomplished at Docsumo - No excuses & get things done Have a growth mindset - Welcome ambiguous situations, think through, and decide. - Yes, you can climb all 14 peaks over 8k meters in 7 months, but first you have to imagine it and then do everything to move the needle - Nims Purja Pay attention to details - Nothing reflects carelessness more than poorly written notes/emails, basic code errors, poor word choices, and unclear task updates. Be highly collaborative while deciding independently - We want to be like a high performing football team where everyone knows where the goal is but players make their own decisions on the field. - Take inputs from your team frequently to get perspective and then act fast. Be purposeful in your actions - Improve people's lives through your work & be proud of your time at Docsumo - Challenging work, great boss, great team & good pay - let us know if anything changes Be respectful - Respect people & do right by them (customers, team, vendors, partners, society) - Speak up, give constructive feedback & be part of each others journey How to Apply: Apply on our career page (https://jobs.lever.co/docsumo); and/or Send us an application at careers@docsumo.com ## 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 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)