Wisedocs

Account Executive

• Running a full lifecycle of an opportunity, from sourcing all the way through to close.
• Running discovery call, demos, and negotiation calls.
• Building a pipeline of opportunities and researching, engaging and qualifying prospective customers through calling, emailing, networking, social media and in person
• Collaborate closely with our Customer Success organization to ensure a smooth hand off from sales to onboarding for our clients
• Work cross functionally with teams including product and operations to provide consistent client and market feedback to the organization.
• Travel nationally and to the US to attend Conferences and other events
• Other duties as assigned

Enterprise Account Executive

Technical Customer Success

• Lead configuration, deployment, and troubleshooting in collaboration with customers, project managers, and internal teams.
• Deliver tailored integrations and workflow optimizations that drive customer efficiency.
• Act as the primary technical contact during implementations, providing expert guidance and resolving issues.
• Train customers and end-users to maximize adoption and value.
• Partner with Customer Success, Sales, Product, Engineering, and Operations to align on goals and timelines.
• Maintain clear documentation of configurations, integrations, and customizations.
• Shape best practices and scalable workflows, driving continuous process improvement.
• Track and analyze implementation metrics to inform future projects.
• Perform API integrations, solution configuration, troubleshooting, and workflow optimization for medical-document AI solutions.

Enterprise Account Executive

Technical Implementation Specialist