Customer Success Manager

🕒 July 13

🇺🇸 United States – Remote

💵 $95k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

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PandaDoc

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2011

☁️ SaaS

🤝 B2B

⚡ Productivity

💰 Series C on 2021-09

SaaS • B2B • Productivity

PandaDoc is a comprehensive document management solution that helps businesses streamline their document workflows. It offers a range of features including custom agreement generation, eSignatures, CPQ (configure, price, quote) capabilities, and real-time collaboration tools. PandaDoc is designed for ease of use, enabling teams to automate document creation and management processes, thus improving efficiency and reducing errors. The platform integrates with popular CRM systems, payment gateways, and other tools to facilitate seamless business operations. Focused on security and compliance, PandaDoc supports legal and secure electronic transactions, making it ideal for businesses looking to optimize their agreement management processes.

📋 Description

• Provide responsive and strategic support to help customers onboard smoothly • Lead personalized onboarding sessions, including launch plan meetings, training, and integration setup • Proactively drive product adoption through tailored consultations, product updates, and hands-on training • Lead strategic business conversations with customers to connect PandaDoc's capabilities to their core workflows • Partner closely with Account Management to share critical insights

🎯 Requirements

• 2-3 years of SaaS customer success experience • Handling high volumes of customer interactions in a fast-paced environment • Strong communication and empathy • Excellent verbal and written communication skills • Adaptable to new challenges • Ability to manage multiple priorities • Proficient in using AI tools to synthesize customer data

🏖️ Benefits

• Employees may be able to purchase company stock (or receive annual bonuses) • Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans. • Employees will also receive 13.34+ hours of paid time off per month • 6 self care days • birthday PTO day • 10 company paid holidays off per year