<div class="content-intro"><p>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.</p><p>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!</p></div><table><tbody><tr><td><p><strong>Job title</strong> Account Development Representative (ADR)</p></td></tr><tr><td><p><strong>Team </strong> Customer Success &amp; Account Management</p></td></tr><tr><td><p><strong>Reports to</strong> Director, CS &amp; AM</p></td></tr><tr><td><h3>Role Purpose</h3><p>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. </p></td></tr><tr><td><h3>What we Expect</h3><ul><li style="font-size: 12pt;">Monitor existing account usage, contract terms, and organizational changes to identify expansion, upsell, and cross-sell opportunities</li><li style="font-size: 12pt;">Conduct proactive outreach to existing customer contacts through persona based, tactical prospecting campaigns through all channels (phone, email, social media)</li><li style="font-size: 12pt;">Qualify expansion opportunities based on usage patterns, contract timing, and stated customer needs</li><li style="font-size: 12pt;">Book and hand off qualified meetings to Account Managers</li><li style="font-size: 12pt;">Flag renewal timing and account health signals to Account Managers as they come up in the course of outreach</li><li style="font-size: 12pt;">Proactively partner with Account Managers and marketing to drive growth within current customer base</li><li style="font-size: 12pt;">Keep Salesforce CRM updated with accurate activity, pipeline, and opportunity status</li><li style="font-size: 12pt;">Share feedback with Customer Success and Product on expansion trends and customer needs</li><li style="font-size: 12pt;">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</li><li style="font-size: 12pt;">Hit monthly and quarterly metrics for calls, emails, meetings booked, and expansion pipeline generated</li><li style="font-size: 12pt;">Stay current on industry trends and competitive dynamics in healthcare and other regulated verticals </li></ul><h3>What you get</h3><ul><li style="font-size: 12pt;">Hands-on training from a team that's investe