Account Manager, SMB

The Account Management role is a quota-bearing sales role responsible for expansion sales and renewing & retaining our clients. In this role, you will work within a book of business and cross-functionally with marketing, sales, product and customer success to provide the best customer experience we can and, in doing so, expand and retain your customers.

• Own a quota
• Expand your book of business
• Drive account renewals starting 120 days in advance of their contract end date and executing all renewal back-end work in a timely manner for named accounts
• Handle cancellation request and save accounts that are looking to churn
• Work closely with your clients to help uncover growth
• Coordination with cross-functional teams such as Customer Success, Legal, Accounting and others
• Collaborate with the Customer Success Managers regularly to manage client relationships, adoption, renewals, areas for expansion and upsells
• Manage your pipeline of opportunities either, auto-created, self-created or passed from the Customer Success Team (Stage 1 -> Close Won/Lost)
• Meet/exceed your quarterly quota & goals
• Create, manage and run plays to uncover expansion opportunities within your annual and monthly book of business
• Help monthly accounts grow their monthly usage and convert to annual
• Meet with your clients over screen share to provide product demos, discuss product up-sells, negotiate renewals and mitigate churn risks
• Become a PandaDoc product superstar. Learn the in’s and out’s of the product so you can speak eloquently to best practices and solutions for your clients’ needs
• Pass feature and product requests to our product team and facilitate Project Managers and client meetings as necessary

• Based in Pacific Time or Mountain Time zones
• Willingness to try new processes and innovate
• Self-motivated, directed, adaptable, gritty, driven and resourceful
• Hungry to learn about the product and passionate about customer experience
• Experience conducting in-person or virtual meetings with clients
• Excellent communication skills
• Ability to work independently and collaborate with various teams both in-person and in different offices
• Highly organised and possesses the ability to juggle multiple priorities
• History of being a highly confident compassionate problem solver with great communication skills, attention to detail, and a strong passion for user experience and customer happiness during their expansion & renewal process

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It would be awesome if you had:

• 2-3+ years experience as a Renewal Specialist, Pricing Specialist, Account Manager or Customer Success Manager with renewal & expansion responsibility or other similar role, with SaaS product(s)
• Strong computer skills, past Salesforce, SalesLoft or PandaDoc experience
• History of Quota management
• Track record of hitting sales goals

• An honest, open culture that emphasizes feedback and promotes professional and personal development
• An opportunity to work from anywhere — our team is distributed worldwide, from Lisbon to Manila, from Florida to California
• 6 self care days
• A competitive salary
• And much more!
  

Company Overview:

PandaDoc empowers more than 50,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more.  For more information, please visit https://www.pandadoc.com.

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Company Culture:

We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team.

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Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers.

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