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Account Manager
AI/ML SAAS Product For Document Process Automation
Account Manager

Account Manager at AI/ML SAAS Product For Document Process Automation · Mumbai · 3 - 5 years · ₹12L - ₹15L / yr · Posted 5 May 2022

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Account Manager

at AI/ML SAAS Product For Document Process Automation

Agency job
via Unnati
3 - 5 yrs
₹12L - ₹15L / yr
Mumbai
Skills
Sales strategy
SaaS
Account Management
Strategic planning
Client Management

Think of the amount of time that is spent on reading documents by humans for clerical tasks - our client is on a mission to eliminate this human resource wastage and acts as an Artificial Intelligence/Machine Learning-based solution that helps companies to process documents for clerical tasks through a combination of a hardware and software solution. They help in enhancing productivity, optimizing processes and automating decision-making by converting documents into analysable information, resulting in reduction of resource cost and TAT.


Founded in 2013, our client is headquartered in Ahmedabad, Gujarat. Their products are Bank Statement Analyzer, Financial Statement Analyzer and Invoice Analyzer and some of their clients include KPMG, Bank of Baroda, Home Credit, Loanwiser, etc.

As a Account Manager, you will be responsible for overseeing a portfolio of assigned customers, ensuring smooth onboarding and resolving teething issues for newly on boarded customers, developing new business from existing clients, taking charge of billing and payments and ensuring a good NPS score for the customer.

What you will do:

  • Creating a strategy towards growing customer base and creating plans for retention of existing customers
  • Managing and growing client account base with the best interest of client in mind
  • Developing new business with existing clients
  • Identifying areas of improvement to increase revenue from the client
  • Acting as Single Point of Contact
  • Being the default point of contact in all customer account management related matters
  • Handling client grievances; managing expectations and ensuring issue resolution
  • Coordinating with internal team for delivery of client requirements
  • Ensuring timely and successful delivery of solutions based on client requirements
  • Supporting Sales Team in negotiating contracts and closing deals
  • Getting new leads from existing businesses for sales team
  • Ensuring timely invoicing and revenue realization

 

Desired Candidate Profile

What you need to have:

  • 3 to 5+ years of Account Management experience
  • SaaS/ IT preferable
  • Strong interpersonal skills
  • Very strong business writing and communication skills
  • Strong technical understanding    

 

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I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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Outcomes You'll Own


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  • Paperwork done right: client documentation is complete, accurate, and submitted on time
  • Dependable support: Account Managers can rely on you to take tasks off their plate and see them through to closure.


Activities That Drive These Outcomes (illustrative, not exhaustive)


  • Keep CRM/ERP and account records up to date, down to client-specific details.
  • Support the weekly account snapshot by gathering and verifying data on runway, headcount, and invoicing
  • Help prepare client paperwork, including security questionnaires, vendor onboarding forms, and due diligence documents
  • Track action items from client meetings, monthly readouts, and QBRs, and follow up until they're closed
  • Assist in maintaining account plans and stakeholder maps.
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  • Document repeated tasks and processes so they're easy for others to follow
  • Flag inconsistencies, gaps, or risks to your Account Manager early



Requirements


What You'll Bring


  • A technical or engineering background (degree or equivalent exposure), with curiosity about how software teams' work
  • Strong attention to detail. You notice when numbers don't match or a field is missing
  • Thoroughness in your work and a habit of double-checking before calling something done
  • Comfort handling documentation, forms, and structured data
  • Strong verbal and written communication
  • An ownership mindset: you take tasks to closure without needing reminders
  • Good organizational skills and the ability to manage multiple tasks and deadlines
  • Familiarity with spreadsheets. Exposure to CRM or ERP tools is a plus, but not required


What You'll Gain


  • Hands-on exposure to how client accounts are managed at a software craft consultancy
  • Mentorship from experienced Technical Account Managers
  • A clear path to a full-time role based on your performance



What We Value 


  • Extreme ownership – you take responsibility for outcomes and drive work end-to-end
  • Ability to execute independently and define problems, not just solve assigned tasks
  • A strong product mindset – willingness to talk to customers, understand problems deeply, and define direction when needed
  • The ability to build trust and sell value, not just deliver output
  • High standards, autonomy, and bias toward action. 




Benefits


Life at Incubyte   


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Our environment is built for crafters: pairing, refactoring, experimenting with AI, and pushing the boundaries of software excellence. We are all lifelong learners, and our work is our passion.  

  


Perks 


  • ​Dedicated learning & development budget. 
  • Sponsorship for conference talks. 
  • Comprehensive medical & term insurance. 
  • Employee-friendly leave policies. 
  • Home Office fund 
  • Medical Insurance
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I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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