Small Business Account Manager
PandaDoc
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $63,000 per year
Job Level
JuniorMid-Level
Tech Stack
Pandas
About the role
- 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