PandaDoc

Solutions Engineer

• Lead and mentor a diverse team of Solutions Engineers, setting clear goals and performance metrics to ensure successful customer outcomes
• Develop and implement strategies to scale solutions engineering capabilities, including hiring, training, and professional development of the team
• Collaborate with Sales, Product, and Engineering to ensure alignment between business needs and technical solutions
• Transform the team of engineers to support revenue growth by building upon their communications, problem-solving, and technical skillset
• Oversee the execution of complex pre-sales problems, integrations, and custom solutions for customers
• Work hands-on with customers and the Solutions Engineering team to provide sponsorship and problem-solving on deals
• Drive technical excellence within the Solutions Engineering team, ensuring team members are equipped with necessary skills and resources
• Partner with the Sales team to provide technical expertise during the sales cycle, including technical discovery sessions, solution presentations, and demonstrations
• Develop and maintain strong relationships with key stakeholders to ensure customer satisfaction and success
• Establish and refine internal processes to improve efficiency, including documentation and knowledge sharing
• Monitor industry trends, customer feedback, and competitor activities to inform product development and improve offerings
• Provide regular reporting on team performance, customer success metrics, and other KPIs to senior leadership
• Be an exceptional coach and leader - fostering collaboration, scalability, and providing a great place to work
• Accountable for shaping how PandaDoc supports customers through technical expertise, integrations, and solutions; oversee a group of 7 solutions engineers across the US and EU

Senior Manager, Solutions Engineering

Customer Support

• Deliver happy experiences in every customer interaction across chat, email, and other support channels.
• Become a PandaDoc product expert, able to resolve Tier 2 (medium to high complexity) cases with confidence.
• Effectively manage multiple customer issues simultaneously, demonstrating exceptional multitasking abilities and maintaining composure under pressure.
• Collaborate with Tier 1 and Tier 3 teams to ensure smooth handoffs, efficient escalations, and timely resolutions.
• Own technical investigations end-to-end by reproducing issues, applying strong analytical thinking to identify root causes, and effectively communicating clear workarounds or solutions to resolve complex customer inquiries.
• Troubleshoot issues related to CRM integrations and API behavior with autonomy.
• Maintain high performance across support KPIs (CSAT, SLA, Case Volume, and QA score).
• Share feedback and insights with the Product and Engineering teams to help shape future product improvements.
• Act as a mentor for new hires and junior agents, whether helping during onboarding or sharing best practices.
• Identify opportunities and execute effective hand-offs to the Revenue team from inbound customer interactions, ensuring efficient cross-team collaboration.

Customer Support Specialist

• Bridge the gap between sales and technology as a trusted technical advisor for PandaDoc
• Serve as an expert on the PandaDoc platform, APIs, CPQ, and integrations
• Translate customers’ business and technical needs into PandaDoc demos and answer technical and business questions
• Participate in Sales: deliver technical reviews and demos to prospects via calls and video meetings and collaborate with customers and internal teams
• Understand and map complex customer issues and deliver trusted, long-term, high-ROI solutions
• Build relationships with Product Management, Engineering, Product Marketing and Sales to increase technical/business expertise and provide customer-centric feedback
• Establish confidence via product expertise, custom demonstrations, technical calls, workflow outlines, product roadmap discussions and business process diagrams

Engineer

• Own and manage demo environments across multiple PandaDoc organizations and workspaces.
• Maintain and update integrations with CRMs (Salesforce, HubSpot, Pipedrive, Dynamics, SugarCRM, Monday.com), HR systems (Greenhouse, BambooHR), payment gateways (Stripe, Authorize.net, PayPal), accounting platforms (QuickBooks Online), collaboration tools (Zapier, Google Workspace, Microsoft Teams, Slack) and more.
• Leverage APIs, webhooks, SDK, and embedded capabilities to create customized demo experiences.
• Partner with Product Marketing to design, script, and update demo flows that highlight business value and use cases.
• Develop Guideflow demos and recordings for high-velocity sales motions, marketing campaigns, and other initiatives where guided click-through experiences provide value.
• Collaborate with Product Management and Sales Enablement to ensure demo content stays up to date with new product capabilities and GTM messaging.
• Proactively identify and resolve bugs, errors, and issues within the demo environment.
• Intake, prioritize, and execute requests for new demo capabilities or updates.
• Partner with Product Marketing and Enablement to enable sellers and SEs on new demo content - delivering internal training sessions and explaining the “why it matters” behind changes.
• Track and document demo environment configuration, integration details, and usage guidelines.

Demo Engineer

• Member of the revenue team bridging sales and technology as a trusted technical advisor
• Be an expert on the PandaDoc platform, APIs, CPQ, and integrations
• Translate customers' business and technical needs into PandaDoc demos and solutions
• Deliver technical reviews and custom demonstrations to prospects via calls and video meetings
• Understand and map complex customer business-process issues and deliver high-ROI solutions
• Answer technical and business questions to instill trust in the platform
• Collaborate with customers and internal teams including Product Management, Engineering, and Product Marketing
• Establish confidence via product expertise, workflow outlines, product roadmap discussions, and business process diagrams

Data Analyst

• Align our taxonomy processes to industry standards and educate engineering and product teams about best practices
• Overhaul our Amplitude management and enable self-serve reporting for all product managers
• Analyze product usage data to identify trends, user behaviors, and areas for improvement.
• Collaborate with product managers to define key performance indicators (KPIs) and success metrics for product initiatives.
• Create detailed reports and dashboards to communicate insights and recommendations to stakeholders.
• Assist in defining product requirements and user stories based on data-driven insights.
• Contribute to foundational data efforts, such as metric and model definition
• Provide guidance and analysis for product optimization experiments
• Grow impactful relationships with cross-functional partners and stakeholders
• Present findings from research and experimentation to technical and non-technical audiences

Senior Product Data Analyst

SEO Marketing

• Own and lead end-to-end SEO strategy to drive organic growth, improve organic market share, and increase SEO-driven pipeline
• Work closely with Demand Generation, Web and Brand marketing teams to create content strategy that drives organic traffic and delivers on business goals
• Oversee holistic on-page optimization including meta tags, headings, content structure, schema markup, FAQs, authorship tags, and internal linking
• Conduct keyword research and optimize content; gather feedback from Sales and Brand collaborators to influence keywords and topics
• Track and analyze performance, make data-driven decisions to optimize engagement, conversions, and pipeline
• Leverage Google Analytics, Looker Studio, Tableau and Salesforce data to track KPIs, measure ROI, and produce actionable insights
• Use Google Search Console to optimize indexing, diagnose issues, and ensure search visibility
• Monitor SEO trends and algorithm updates and adapt strategies accordingly
• Conduct competitor analysis to benchmark performance and identify growth opportunities
• Coordinate with GEO-focused partner agency to run tests for improving brand visibility in LLMs like ChatGPT, Perplexity, and Claude
• Collaborate with the localization team to prioritize pages for localization and provide international keyword recommendations
• Report to the Head of SEO; act as an individual contributor guiding cross-functional teams to execute SEO initiatives

SEO Manager

Product Designer

• Summary: PandaDoc is seeking a highly-skilled Senior Product Designer with Design System expertise, shaping and evolving our design system to ensure a cohesive user experience across the product.
• Role focus: contribute to development, documentation, and maintenance of the design system; collaborate with designers, engineers, and PMs to enable reusable, scalable components.
• Thesis Design System @ PandaDoc: Thesis is PandaDoc's design system; pillars: Development, Design, Documentation.
• Role responsibilities: System Thinking & Execution; Design Process; Cross-Functional Collaboration; Contribution & Governance; Documentation & Tooling; Advocacy; Accessibility & Quality.
• Our tech stack: Figma, Coda, Slack/Zoom, Miro, Zeroheight, Amplitude, Uservoice, Rally, and more for listening to users.
• Benefits of working at PandaDoc: distributed worldwide; opportunity to work from anywhere; 6 self-care days; competitive salary; etc.

Head of Design - Customer Value track

• PandaDoc's Head of Design for our Quote to Cash initiatives, you'll lead our design vision and strategy while managing a team of skilled designers, all in service of helping small businesses get paid faster.
• We're looking for a leader who'll hire, retain, and develop a group of skilled designers from diverse disciplines and backgrounds. You’ll define our Quote to Cash design strategy by deeply understanding the pain points small businesses face in their revenue processes and championing solutions that remove friction at every step.
• As a key member of our design leadership team, you'll help build a best-in-class design organization while serving as a respected partner to your Product and Engineering counterparts.
• This role requires a mix of business acumen, customer empathy, strategic thinking, and well-honed design chops. You'll be an active thinker, able to clearly communicate your position, ready and able to defend your point of view, and find the best solution with your teammates.
• You have successful experience leading a team — and you'll be excited to do it again with us at PandaDoc.
• You'll be responsible for driving both outstanding user experiences and PandaDoc business goals by delivering best-in-class UX that accelerates revenue workflows and reduces time-to-payment for our customers.
• You'll design solutions that intuitively leverage AI to automate manual processes, eliminate bottlenecks, and create seamless handoffs throughout the quote-to-cash journey.
• Lead design initiatives that streamline revenue workflows. You’ll work alongside the product and engineering leadership team as a respected partner. You’ll take a customer-centric approach to bridge the gap between revenue process challenges, user needs, and technical execution. You’ll champion solutions that help small businesses close deals faster and get paid sooner.
• Provide mentorship to the Quote to Cash design team. You’ll be fully responsible for pushing your team’s growth and development, as well as maintaining its high performance. This includes organizational design, hiring, establishing team culture and design processes, and coordinating design reviews.
• Design execution. You’ll need to be able to dive deeply into product design, workflow optimization, and revenue process understanding. You’ll design experiences that intuitively leverage AI to automate tedious tasks and create intelligent workflows, always with the goal of reducing friction in the quote-to-cash process.
• You’ll be ultimately responsible for the overall design quality and output of our Quote to Cash design team.
• Work closely with other leaders and key team members. In addition to your Product and Engineering leadership counterparts, you’ll collaborate with UX Research to understand revenue workflow pain points, our Revenue teams to understand user pain points, and engineers to build and ship solutions.
• About you: Minimum 7+ years of product design experience. Excellent leadership skills, with 3+ years experience as a people manager. A strong view of what good design means. A customer-centric mindset with a strong desire to improve user experience. Communication, storytelling, and presentation skills that make your colleagues enjoy working with you. The ability to flourish in a fast-paced environment with grace, good humor, and empathy. Advanced verbal and written English skills. And, an online portfolio you’d be proud to walk us through

Head of Design, Customer Value track

• PandaDoc seeks a Senior Product Designer with Design System expertise to drive visual and functional consistency across its product by shaping and evolving the design system.
• You’ll contribute to development, documentation, and maintenance of our design system and collaborate with designers, engineers, and product managers to enable reusable components.
• Thesis is PandaDoc’s design system, built on three pillars: Development, Design, Documentation.

Senior Manager, Solutions Engineering

Customer Support Specialist

Solutions Engineer

Demo Engineer

Solutions Engineer

Senior Product Data Analyst

SEO Manager

Head of Design - Customer Value track

Head of Design, Customer Value track

Head of Design (Customer Value track)