Small Business Account Manager

September 16

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PandaDoc

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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.

501 - 1000 employees

Founded 2011

☁️ SaaS

🤝 B2B

⚡ Productivity

💰 Series C on 2021-09

📋 Description

• Drive significant revenue growth within assigned SMB portfolio by exceeding monthly Net Dollar Retention (NDR) targets and identifying expansion opportunities • Partner closely with Customer Success to ensure adoption, address needs, and identify growth opportunities • Minimize customer churn and maximize retention by delivering value and acting as a trusted advisor • Conduct regular account health reviews, communicating value and strategies for partnership and growth • Develop deep understanding of clients' businesses to uncover opportunities and foster long-term strategic partnerships • Collaborate with cross-functional teams (Customer Success, Legal, Accounting, Product) to ensure seamless customer experiences • Provide accurate and timely weekly revenue forecasts to leadership • Maintain meticulous CRM hygiene by updating opportunities and account information • Serve as a product advocate and communicate customer feedback to Product team • Participate in ongoing enablement and company-provided training to enhance product knowledge and sales skills

🎯 Requirements

• Highly competitive and driven to achieve individual and team goals • Analytical and data-driven, with a passion for leveraging insights • Demonstrates adaptability and a growth mindset • Self-motivated, directed, adaptable, gritty, driven, and resourceful • Experience conducting effective in-person and virtual meetings with clients • Excellent written and verbal communication skills • Ability to work independently while also collaborating effectively with diverse teams • Quick learner with strong organizational skills and ability to manage multiple priorities • 2-3+ years of proven success in a quota-carrying Account Manager or Account Executive role, ideally within the SaaS industry • Strong computer skills; previous Gong, Slack, Salesforce, SalesLoft and/or PandaDoc experience • Proven ability to accurately forecast revenue and contribute to reliable business projections • Consistent track record of exceeding sales targets • Familiarity with the SMB market and its challenges and opportunities

🏖️ 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 • 13.34+ hours of paid time off per month • 6 self care days • Birthday PTO day • 10 company paid holidays per year • Uncapped annual sales commission (per plan documents) • Work-life balance, kind co-workers, creative virtual team-bonding events