Documo

Technical Product Manager

• Lead technical discovery for new product initiatives, including feasibility, system impacts, performance factors, and integration considerations.
• Partner with Product Managers to refine scope, clarify requirements, and ensure alignment on technical constraints and tradeoffs.
• Translate product intent into clear technical requirements, acceptance criteria, diagrams, and specifications.
• Collaborate with Engineering on solution design, architectural alignment, and modeling system interactions.
• Provide technical context during high-level estimations, sprint planning, refinement, and development discussions.
• Create and maintain internal documentation related to services, data flows, APIs, and domain models.
• Surface risks, opportunities, and innovations relevant to our architecture, AI capabilities, and healthcare standards (FHIR, HL7, DSM, etc.).
• Support Engineering, QA, Customer Success, and Operations by providing clear context on system behavior and upcoming changes.

Growth Marketing

• Nurturing existing customer relationships to strengthen loyalty and trust
• Identifying opportunities to increase sales through upselling and cross-selling
• Expanding the adoption and usage of Documo’s cloud fax platform
• Cross-selling products within the Documo product suite
• Partnering with internal teams to develop account strategies and ensure alignment with customer goals
• Create and implement account development strategies aligned with Documo’s growth objectives
• Analyze account data and performance metrics to inform strategy
• Conduct market research to identify trends, opportunities, and risks
• Build strong, long-lasting relationships with customers
• Serve as a trusted advisor and primary point of contact
• Provide excellent customer service and ensure customers feel supported
• Understand evolving customer needs and communicate Documo’s value proposition effectively
• Drive revenue growth within assigned accounts
• Collaborate with Sales to identify opportunities, negotiate contracts, and expand business
• Secure annual renewals from assigned accounts
• Monitor account performance and churn, proactively addressing potential issues
• Stay informed about industry trends, market dynamics, and competitor activities
• Maintain deep knowledge of Documo products and services
• Proactively research and analyze developments to identify potential opportunities or risks

Account Growth Manager

Account Executive

• Conduct outreach to both cold and warm inbound leads and engage in meaningful conversations to understand their needs and challenges
• Execute Documo’s sales processes and methodology
• Consistently achieve and exceed revenue and performance targets
• Demonstrate a self-starter attitude and take initiative to drive results
• Develop business acumen and industry expertise
• Adapt to evolving responsibilities and contribute to overall team success

Inside Sales Representative – SMB

Implementation Specialist

• Successfully managing customer onboarding and implementation projects from kickoff to completion.
• Ensuring customers are set up correctly and effectively using Documo products.
• Collaborating with internal teams to address technical or process challenges.
• Serving as a trusted advisor during implementation and providing ongoing guidance for adoption.
• Contributing to customer satisfaction, retention, and long-term product value.

Technical Product Manager

Account Growth Manager

Inside Sales Representative – SMB

Implementation Consultant