Account Development Representative (ADR)

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