Account Manager – Small Business

🕒 May 19

🇺🇸 United States – Remote

💵 $117.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

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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

• Drive significant revenue growth within your assigned SMB portfolio by consistently exceeding monthly Net Dollar Retention (NDR) targets through strategic account management and proactive identification of expansion opportunities. • Partner closely with our Customer Success team to ensure exceptional customer adoption, proactively address their needs, and collaboratively identify opportunities for growth within their organizations. • Minimize customer churn and maximize retention by consistently delivering value, building strong relationships, and acting as a trusted advisor to your clients. • Conduct regular account health reviews with customers, clearly communicating the value they are receiving and outlining strategies for continued partnership and growth. • Develop a deep understanding of your clients' businesses, challenges, and goals to uncover opportunities for our solution to drive their success and foster long-term strategic partnerships. • Collaborate effectively with cross-functional teams (Customer Success, Legal, Accounting, Product, etc.) to ensure seamless customer experiences and address any client needs efficiently. • Provide accurate and timely weekly revenue forecasts to leadership, contributing to predictable business outcomes. • Maintain meticulous CRM hygiene by consistently updating opportunities and account information to ensure data accuracy and facilitate effective sales management. • Serve as a passionate advocate for PandaDoc, confidently demonstrating the product's value and articulating its benefits to our SMB customers. • Act as a key conduit for customer feedback, effectively communicating feature requests and product insights to our Product team and facilitating necessary meetings. • Participate in ongoing enablement and company-provided training to enhance your product knowledge, sales skills, and industry expertise.

🎯 Requirements

• 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 • A consistent track record of exceeding sales targets and achieving measurable results • Familiarity with the SMB market and the unique challenges and opportunities within this segment.

🏖️ 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