Account Manager

• Drive Salesforce pipeline generation
• Strategizing with PandaDoc partner marketing team on campaigns and marketing activities that, upon execution, will lead to top-of-funnel leads and pipeline
• Aligning with the Salesforce team on joint co-marketing opportunities, which can include elements such as webinars, events, promotions, and communications
• Communicate and articulate strategies both cross-functionally and to executive management
• Working with the Salesforce partner manager on scheduling field enablement and other awareness-driving initiatives targeting Salesforce AE’s and SE’s
• Facilitating co-sell efforts between Salesforce AE’s and PandaDoc sales and account management
• Executing on defined strategies and tactics to drive the pipeline directly from Salesforce and from solution partners servicing Salesforce.
• Build deep, trust-based relationships with Salesforce AEs across assigned territories and industry teams
• Create a prioritized list of specific Salesforce partners to engage with
• Develop partner value proposition and incentives
• Launch outreach and awareness strategies about PandaDoc’s partnership value, targeting priority Salesforce partners
• Working with the PandaDoc partner enablement team for certification and enablement of partners recruited
• Lead partner account mapping and co-selling on named accounts
• Conduct regular QBRs with Salesforce partner managers, field leaders, and internal sales leadership
• Manage and execute joint account plans with the Salesforce partner manager
• Update PandaDoc content and marketing materials for internal Salesforce use and distribution
• Support PandaDoc events at Salesforce events (Dreamforce, World Tours, regional events) in partnership with Sales, Product, and Partner Marketing.
• Serve as the internal subject-matter expert on Salesforce strategies, program updates, incentives, and co-sell and marketing initiatives
• Responsible for helping to define Salesforce partnership goals and KPI’s with support from management
• Develop roadmap and timelines for delivering on key milestones and tactics required to achieve goals
• Communicate and articulate strategies both cross-functionally and to executive management
• Optimize, pivot, or eliminate strategies based on ongoing progress

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