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Salary
$36k – $60k per year
Location
In office (New York)
Employment
Full-Time
Overview
Company
Impact
Profile match
Docsumo automates data capture from unstructured business documents such as bank statements, invoices and insurance forms. Founded in 2018 with engineering in India, it learns document layouts from a handful of examples rather than fixed templates. Lenders and insurers use it to shorten underwriting cycles.

Company Description

Docsumo is a leading Document AI software solution designed to transform unstructured documents, such as invoices, bank statements, and tax returns, into structured and actionable data. Our technology enables businesses to automate document processing tasks, improving efficiency and reducing manual effort. With a focus on delivering accurate, scalable, and user-friendly solutions, Docsumo empowers global businesses to unlock the potential of their data for better decision-making. Join us in shaping the future of intelligent document automation.

Role Description

This is an on-site role for a Business Development Representative on a 6-month contract, specializing in B2B SaaS Sales. In this role, you will identify and generate leads, manage the sales pipeline, and conduct outreach to potential clients. You will nurture relationships with prospective customers, understand their business needs, and work closely with the sales team to convert leads into clients.

Role Description

  • As a Sales/Business Development Representative, you will work closely with management to identify new opportunities and reach out to potential customers via calls, email & LinkedIn to set up discovery calls.
  • Develop sales opportunities by researching and identifying potential accounts.
  • Handling all incoming customer queries on our live chat.
  • Build and nurture relationships with prospects through thoughtful follow-up and consistent engagement
  • Stay current with market trends, competitive landscapes, and emerging opportunities
  • Maintain accurate and organized records in Hubspot
  • Collaborate with Sales and Marketing teams to align strategies and messaging for effective lead generation and conversion

What we are looking for

  • Strong interest in launching a career in technology sales
  • Tenacious, self-starting mindset with a collaborative spirit
  • Excellent verbal and written communication skills
  • Highly organized with exceptional attention to detail
  • Comfortable learning new tools and systems (Hubspot experience a plus)
  • Prior experience in sales or customer service preferred, but not required
  • Knowledge or interest in financial services
  • Bachelor’s degree preferred
  • Bonus - Experience with sales enablement or prospecting tools (e.g., Apollo, LinkedIn Sales Navigator)
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