account manager for SMB customers

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.

• 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

• 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
• Будет плюсом: 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

• Competitive salary
• 6 Self care days
• An honest, open culture that emphasizes feedback and promotes professional and personal development