Customer Success Manager

PandaDoc

Customer Success Manager driving client engagement and success at PandaDoc. Supporting customers in onboarding, adoption, and maximizing the value of company tools.

Posted 7/13/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in SaaS customer success, focusing on onboarding, product adoption, and strategic customer engagement. Proficient in managing customer interactions and utilizing AI tools for data synthesis to enhance customer experience.

Highest-signal resume keywords

SaaS Customer Success ExperienceOnboarding ManagementProduct Adoption StrategiesStrong Communication SkillsAI Tools Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

OnboardingProduct AdoptionCustomer Interaction ManagementData Synthesis

Soft Skills

EmpathyAdaptabilityTime Management

Tools & Technologies

AI Tools

Industry Keywords

Customer SuccessSaaSCustomer Engagement

About the role

Key responsibilities & impact

Provide responsive and strategic support to help customers onboard smoothly
Lead personalized onboarding sessions, including launch plan meetings, training, and integration setup
Proactively drive product adoption through tailored consultations, product updates, and hands-on training
Lead strategic business conversations with customers to connect PandaDoc's capabilities to their core workflows
Partner closely with Account Management to share critical insights

Requirements

What you’ll need

2-3 years of SaaS customer success experience
Handling high volumes of customer interactions in a fast-paced environment
Strong communication and empathy
Excellent verbal and written communication skills
Adaptable to new challenges
Ability to manage multiple priorities
Proficient in using AI tools to synthesize customer data

Benefits

Comp & perks

Employees may be able to purchase company stock (or receive annual bonuses)
Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans.
Employees will also receive 13.34+ hours of paid time off per month
6 self care days
birthday PTO day
10 company paid holidays off per year