About PandaDoc
PandaDoc provides an all-in-one document workflow automation platform that helps growing organizations create, manage, and sign digital documents, including proposals, quotes, and contracts.
Responsibilities
•Drive revenue growth within an assigned SMB portfolio and exceed monthly Net Dollar Retention targets through strategic account management and identifying expansion opportunities
•Partner with Customer Success to support customer adoption, address customer needs, and identify growth opportunities
•Minimize churn and maximize retention by delivering value, building relationships, and advising clients
•Conduct regular account health reviews, communicate customer value, and outline strategies for continued partnership and growth
•Understand clients' businesses, challenges, and goals to identify opportunities for the platform and build long-term partnerships
•Collaborate with cross-functional teams to provide seamless customer experiences and address client needs
•Provide weekly revenue forecasts to leadership
•Keep CRM opportunities and account information accurate and up to date
•Demonstrate PandaDoc's value to SMB customers
•Communicate customer feedback, feature requests, and product insights to the Product team and facilitate necessary meetings
•Participate in ongoing enablement and company-provided training
Requirements
•Highly competitive and motivated to achieve individual and team goals in a fast-paced environment
•Analytical and data-driven, with the ability to use insights to identify opportunities and prospect within assigned accounts
•Adaptable, with a growth mindset and willingness to embrace new processes and contribute to innovative solutions
•Self-motivated, resourceful, and resilient
•Eager to learn and passionate about understanding the product and delivering excellent customer experiences
•Experience conducting effective in-person and virtual client meetings
•Excellent written and verbal communication skills, including the ability to clearly articulate value propositions
•Able to work independently and collaborate with diverse teams across office locations
•Quick learner with strong organizational skills and the ability to manage multiple priorities
Nice to have
•2-3+ years of success in a quota-carrying Account Manager or Account Executive role, ideally in SaaS
•Computer skills, Gong, Slack, Salesforce, SalesLoft or PandaDoc experience
•Revenue forecasting, full renewal cycle ownership
•A record of exceeding sales targets
•Familiarity with the SMB market
Conditions
•Competitive salary
•6 Self care days
•An honest, open culture that emphasizes feedback and promotes professional and personal development
