Account Development Representative – ADR

Documo

Account Development Representative driving revenue growth through existing customers at Documo. Engaging in proactive outreach and account management to identify sales opportunities.

Posted 7/7/2026full-timeRemote • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in sales development and account management, with a strong focus on customer engagement and expansion strategies. Proficient in utilizing Salesforce CRM to track and manage customer interactions and pipeline effectively.

Highest-signal resume keywords

Sales Development ExperienceSalesforce CRM ProficiencyCustomer Engagement StrategiesAPI KnowledgeHIPAA Compliance Understanding

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales DevelopmentAccount ManagementB2B SalesPipeline ManagementContract AnalysisProactive OutreachMetrics TrackingCloud Solutions KnowledgeTechnical Product UnderstandingExpansion Opportunity Qualification

Soft Skills

Strong CommunicationResilienceSelf-StarterOrganizational SkillsCuriosity

Tools & Technologies

SalesforceCRM Platforms

Industry Keywords

SaaSHealthcareRegulated VerticalsCustomer SuccessCompetitive Dynamics

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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.