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Jobs at Documo (Now Hiring) — 2 open

Documo logoDocumo

Account Development Representative (ADR)

Remote Solely

Mid level$29M raised

Documo is on a mission to help businesses digitize and streamline their document workflows. As a fast-growing B2B SaaS company, our platform makes it easier to handle unstructured files like faxes and forms through tools…

Skills: Sales Development, Account Management, Lead Qualification, CRM Management, B2B SaaS Sales

Documo logoDocumo

Implementation Consultant

United States · Remote OK

Mid level$29M raised

Documo is on a mission to help businesses digitize and streamline their document workflows. As a fast-growing B2B SaaS company, our platform makes it easier to handle unstructured files like faxes and forms through tools…

Skills: Technical Consulting, SaaS Implementation, Customer Onboarding, API Integrations, Project Management

Documo logo

Account Development Representative (ADR)

Documo

Remote Solely

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Mid level

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  • Full-time
  • Medical Insurance, Dental Insurance, Vision Insurance, 401k With Match, Annual Bonus Program, Merit Increases
  • Posted 20d ago
  • ~40 hrs/week
  • Remote in United States

Responsibilities

Identify expansion, upsell, and cross-sell opportunities within the existing customer base to drive revenue growth. Conduct proactive outreach and qualify leads to book meetings for Account Managers while maintaining accurate CRM data.

Requirements

Requires 1 to 3 years of experience in B2B sales or account management, preferably within the SaaS industry. Candidates must be comfortable with high-volume outreach and possess the technical ability to discuss APIs and HIPAA compliance.

Full job description

Documo is on a mission to help businesses digitize and streamline their document workflows. As a fast-growing B2B SaaS company, our platform makes it easier to handle unstructured files like faxes and forms through tools like Intelligent Document Processing - turning messy paperwork into structured, usable data. We believe great products start with great people. That’s why we invest in top talent, value strong culture, and prioritize customer success and design excellence.

If you’re excited to do impactful work and want to grow with a team that values innovation, collaboration, and purpose - we’d love to meet you!

 

Job title    Account Development Representative (ADR)

Team    Customer Success & Account Management

Reports to    Director, CS & AM

Role Purpose

Documo is looking for a driven Account Development Representative (ADR) to help our Account Management team grow revenue within our existing customer base. You'll identify expansion, upsell, and cross-sell opportunities inside current accounts, and generate qualified meetings for our Account Managers. 

What we Expect

  • Monitor existing account usage, contract terms, and organizational changes to identify expansion, upsell, and cross-sell opportunities
  • Conduct proactive outreach to existing customer contacts through persona based, tactical prospecting campaigns through all channels (phone, email, social media)
  • Qualify expansion opportunities based on usage patterns, contract timing, and stated customer needs
  • Book and hand off qualified meetings to Account Managers
  • Flag renewal timing and account health signals to Account Managers as they come up in the course of outreach
  • Proactively partner with Account Managers and marketing to drive growth within current customer base
  • Keep Salesforce CRM updated with accurate activity, pipeline, and opportunity status
  • Share feedback with Customer Success and Product on expansion trends and customer needs
  • Build a solid understanding of Documo's product suite (cloud fax, IDP, eSign, API integrations) to speak credibly with existing customers about additional use cases
  • Hit monthly and quarterly metrics for calls, emails, meetings booked, and expansion pipeline generated
  • Stay current on industry trends and competitive dynamics in healthcare and other regulated verticals 

What you get

  • Hands-on training from a team that's invested in your success
  • The chance to work at the intersection of AI and healthcare
  • Competitive pay, commission and benefits

Who You Are

  • 1 to 3 years of experience in sales development, inside sales, account management, or a customer-facing B2B role (SaaS preferred)
  • Comfortable with high-volume outreach and resilient when facing rejection
  • Strong communicator, both written and verbal, with a knack for crafting personalized outreach
  • Familiar with CRM platforms (Salesforce preferred) 
  • Self-starter who can stay organized and accountable in a fully remote environment
  • Coachable and curious, especially when learning about complex or technical products
  • Technically comfortable enough to discuss APIs, HIPAA compliance, and cloud solutions with confidence 

Bonus Qualifications

  • Experience with account-based or customer expansion motions
  • Experience selling into healthcare, finance, or other regulated industries
  • Background in cloud fax, document management, or health IT
  • Salesforce certification or formal sales training (Sandler, Challenger, MEDPICC)
  • Proven track record of exceeding quota in an expansion, upsell, or account management support role 

 

 

 

 

Why join Documo?

  • Competitive U.S. benefits: medical, dental, vision, and a 401(k) with a strong match.

  • Annual bonus program based on role and company performance. 
  • Annual performance reviews with merit increases.

  • In-person company kick-off to connect, collaborate, and celebrate.

  • Equity opportunities to grow with us.

  • Flexible remote work that fits your life, plus flexible paid time off.

  • Competitive paid parental leave, mental health support, and Employee Assistance Programs (EAP).

  • Be part of a small, fast-growing tech company with a supportive, inclusive, and fun culture.

We celebrate differences.
Documo welcomes applicants from all backgrounds, especially those underrepresented in tech. We do not discriminate based on ancestry, race, place of origin, political belief, religion, marital or family status, physical or mental ability, sex, sexual orientation, gender identity or expression, age, or any other legally protected characteristic. Documo is an equal opportunity employer.

Related keywords

SaaSIntelligent Document ProcessingSalesforceCloud FaxeSignAPI IntegrationsHIPAA ComplianceHealthcare ITSandlerChallengerMEDPICCAccount-Based MarketingB2B SalesCustomer ExpansionCRM

About Documo

LinkedInVisit site

Spend more time with patients, not paperwork. HIPAA-Compliant Cloud Fax and Intelligent Document Processing solutions.

Industry
Embedded Software Products
Company size
51-200 employees
Founded
2014
Headquarters
Wilmington, Delaware
LinkedIn followers
2,382
Total funding
$29M

Secure and reliable enterprise HIPAA-compliant cloud fax, API, document interoperability, workflow management solution, SOC2 certified, Sarbanes Oxley Compliant. Documo and the entire family of Documo products are designed for organizations handling highly sensitive information and operating in regulated environments. Documo has a number of built-in security features to keep your data safe and help keep your organization regulatory compliant. Optimize your workflow. Our products facilitate paperless document workflow. Your relationship with documents will become easier, more secure, and more efficient than ever before. Scalable reliability. Secure & encrypted. Extensive API documentation. Complimentary onboarding support. Explore our fully-featured cloud fax API. Integrate the most secure and reliable HIPAA-compliant cloud fax solution with any EMR, EHR, ERP tool, or directly into your own software. We offer extensive API documentation in Ruby, NodeJS, Python, PHP, & CURL. Documo's developer-friendly API makes integrating fax functionality into your business software simple and seamless. Our robust network infrastructure delivers unparalleled fax reliability your users will love. A FMC is a type of ATA (analog telephone adapter) used to connect your analog fax machine to your internet service. Without any need to maintain an analog phone line exclusively for your fax machines, a fax ATA saves you money. And with all your documents being sent over Documo’s secure Priority Delivery Network, you can rest assured your private documents are regulation-compliant and reliably delivered. The most modern, intuitive, and user-friendly online fax platform you’ll ever use. It’s no wonder we’ve got dozens of 5-star reviews on G2 Documo is a suite of document workflow software built to make documents easy, more secure, and friendly towards our planet. Our tools can help you improve efficiency, cut paper waste, and close security gaps found in traditional paper-based processes.

Offices: 919 N Market St, Suite 950, Wilmington, Delaware 19801, US

cloud faxhipaa compliancefax apidocument interoperabilitydocument workflowsfax ataenterprise fax solutioncloud fax api sandbox testingworkflowsautomation
View all jobs at Documo

About Documo

LinkedInVisit site

Spend more time with patients, not paperwork. HIPAA-Compliant Cloud Fax and Intelligent Document Processing solutions.

Industry
Embedded Software Products
Company size
51-200 employees
Founded
2014
Headquarters
Wilmington, Delaware
LinkedIn followers
2,382
Total funding
$29M

Secure and reliable enterprise HIPAA-compliant cloud fax, API, document interoperability, workflow management solution, SOC2 certified, Sarbanes Oxley Compliant. Documo and the entire family of Documo products are designed for organizations handling highly sensitive information and operating in regulated environments. Documo has a number of built-in security features to keep your data safe and help keep your organization regulatory compliant. Optimize your workflow. Our products facilitate paperless document workflow. Your relationship with documents will become easier, more secure, and more efficient than ever before. Scalable reliability. Secure & encrypted. Extensive API documentation. Complimentary onboarding support. Explore our fully-featured cloud fax API. Integrate the most secure and reliable HIPAA-compliant cloud fax solution with any EMR, EHR, ERP tool, or directly into your own software. We offer extensive API documentation in Ruby, NodeJS, Python, PHP, & CURL. Documo's developer-friendly API makes integrating fax functionality into your business software simple and seamless. Our robust network infrastructure delivers unparalleled fax reliability your users will love. A FMC is a type of ATA (analog telephone adapter) used to connect your analog fax machine to your internet service. Without any need to maintain an analog phone line exclusively for your fax machines, a fax ATA saves you money. And with all your documents being sent over Documo’s secure Priority Delivery Network, you can rest assured your private documents are regulation-compliant and reliably delivered. The most modern, intuitive, and user-friendly online fax platform you’ll ever use. It’s no wonder we’ve got dozens of 5-star reviews on G2 Documo is a suite of document workflow software built to make documents easy, more secure, and friendly towards our planet. Our tools can help you improve efficiency, cut paper waste, and close security gaps found in traditional paper-based processes.

Offices: 919 N Market St, Suite 950, Wilmington, Delaware 19801, US

cloud faxhipaa compliancefax apidocument interoperabilitydocument workflowsfax ataenterprise fax solutioncloud fax api sandbox testingworkflowsautomation
View all jobs at Documo

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