PandaDoc · 3 days ago
Small Business Account Manager
United States
Full-time
Remote
Entry, Mid Level
$105K/yr - $105K/yr
2+ years expPandaDoc is a company that empowers over 60,000 organizations by simplifying document workflows. They are seeking an SMB Account Manager who will drive revenue growth and foster long-term partnerships with small to medium-sized businesses, focusing on strategic account management and customer success.
Contact ManagementDocument ManagementE-SignatureSaaSSales AutomationSoftware
Responsibilities
Drive significant revenue growth within your assigned SMB portfolio by consistently exceeding monthly Net Dollar Retention (NDR) targets through strategic account management and proactive identification of expansion opportunities
Partner closely with our Customer Success team to ensure exceptional customer adoption, proactively address their needs, and collaboratively identify opportunities for growth within their organizations
Minimize customer churn and maximize retention by consistently delivering value, building strong relationships, and acting as a trusted advisor to your clients
Conduct regular account health reviews with customers, clearly communicating the value they are receiving and outlining strategies for continued partnership and growth
Develop a deep understanding of your clients' businesses, challenges, and goals to uncover opportunities for our solution to drive their success and foster long-term strategic partnerships
Collaborate effectively with cross-functional teams (Customer Success, Legal, Accounting, Product, etc.) to ensure seamless customer experiences and address any client needs efficiently
Provide accurate and timely weekly revenue forecasts to leadership, contributing to predictable business outcomes
Maintain meticulous CRM hygiene by consistently updating opportunities and account information to ensure data accuracy and facilitate effective sales management
Serve as a passionate advocate for PandaDoc, confidently demonstrating the product's value and articulating its benefits to our SMB customers
Act as a key conduit for customer feedback, effectively communicating feature requests and product insights to our Product team and facilitating necessary meetings
Participate in ongoing enablement and company-provided training to enhance your product knowledge, sales skills, and industry expertise
Qualification
Required
Highly competitive and driven to achieve individual and team goals, with a strong desire to succeed in a fast-paced environment
Analytical and data-driven, with a passion for leveraging insights to identify opportunities and strategically prospect within your assigned accounts
Demonstrates adaptability and a growth mindset, embracing new processes and contributing to innovative solutions
Self-motivated, directed, adaptable, gritty, driven, and resourceful
A strong appetite for continuous learning, with a genuine passion for understanding our product and delivering exceptional customer experiences
Experience conducting effective in-person and virtual meetings with clients
Excellent written and verbal communication skills, with the ability to articulate value propositions clearly and confidently
Ability to work independently while also collaborating effectively with diverse teams across different office locations
Quick learner with strong organizational skills and the ability to effectively manage multiple priorities simultaneously
Preferred
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
A consistent track record of exceeding sales targets and achieving measurable results
Familiarity with the SMB market and the unique challenges and opportunities within this segment
Benefits
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
Company
PandaDoc
PandaDoc enables users to create, deliver, and manage their teams’ quotes, proposals, contracts, and other sales collateral.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$56.94MKey Investors
Indico Capital PartnersOne PeakRembrandt Venture Partners
2025-12-16Series Unknown· $5.88M
2021-09-22Series C
2020-08-05Series B· $30M
Leadership Team
Mikita Mikado
CEO
Sergey Barysiuk
CTO, co-founder
Recent News
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2025-12-18
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Company data provided by crunchbase