PandaDoc

Small Business Account Manager

PandaDoc

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $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
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