
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.
🔥 3 minutes ago
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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.
• Partner with AEs to quarterback the full technical sales cycle on complex, multi-stakeholder deals, including discovery, solution design, demos, and close • Lead consultative discovery to identify underlying business problems and define measurable success criteria • Design and deliver customized, outcome-driven demos for advanced customer needs • Contribute demo content and best practices for the wider team • Design and implement complex solutions across CPQ, APIs, integrations, and automation • Lead technical discussions with customers’ business and engineering stakeholders • Own customer relationships across accounts, build champions, and expand stakeholder relationships • Surface deal risks, trends, and product feedback to leadership • Provide feedback and support to help peers win • Design and implement AI-assisted workflows to improve team efficiency • Coach others on AI-assisted workflows
• 3+ years of pre-sales or solutions engineering experience in a revenue organization • Proven track record running consultative sales cycles on complex, multi-stakeholder SaaS deals • Strong working knowledge of integrations and APIs, including REST, JSON, and SDKs • Knowledge of MCP connectors • Experience with CRM platforms such as Salesforce, HubSpot, or Dynamics • Ability to navigate complex, heavily integrated technical environments • Ability to translate technical environments into clear narratives for audiences from C-suite to engineering • Genuine curiosity about AI and a track record of building with AI, including workflow automation or internal tools • Hands-on experience with document workflows, contract processes, or CPQ is a bonus • Experience mentoring peers or scaling pre-sales best practices is a bonus • CS degree or equivalent technical background is a bonus
• Tremendous career growth opportunities • Competitive salary • Health benefits • Commuter benefits • Company-paid life insurance • Company-paid disability insurance • 20+ PTO days • 401K plan • FSA plan • Work-life balance • Creative virtual team-bonding events • Kind and direct culture
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