Account Specialist

Docusign
Remote

About The Position

As an Account Specialist, you will support the growth and retention of a portfolio of lower complexity customer accounts through data-driven preparation, proactive outreach, and execution of structured customer success workflows. You’ll also support the retention and growth of a portfolio of Docusign customers through structured success workflows, proactive engagement, and end-to-end renewal execution. You’ll coordinate with Customer Success and Sales team members to prepare for key customer milestones, identify risk and expansion opportunities, and ensure a smooth and timely renewal experienceThis is a hands-on, detail-oriented role that requires strong organizational skills, a customer-first mindset, and a desire to grow within the Customer Success organization. This position is an individual contributor role reporting to the Senior Manager, Customer Success Account Management.

Requirements

  • 1+ years of experience in customer-facing roles (support, sales, renewals, or success)
  • Bachelor’s degree or equivalent work experience
  • Experience managing tasks or projects in a fast-paced, collaborative environment
  • Experience with Salesforce.com, Microsoft Excel, and Google Workspace

Nice To Haves

  • Familiarity with customer lifecycle, renewal, or account management processes
  • Strong written and verbal communication skills
  • Exposure to SaaS or subscription-based business models
  • Strong organizational skills and attention to detail
  • Willingness to learn new tools and systems quickly
  • Demonstrated ability to work both independently and within a team
  • Negotiation ownership and contract execution
  • Revenue accountability (bookings, billings, quota)
  • Cross-functional collaboration around quote management, pricing, legal
  • Forecasting and renewal risk mitigation at a portfolio level

Responsibilities

  • Support a defined set of customer accounts, assisting with engagement planning, renewal tracking, and basic customer communications
  • Prepare customer data reports, success plan inputs, and meeting notes to enable proactive outreach and risk mitigation
  • Collaborate closely with leadership, AEs, and cross-functional partners to identify risks, opportunities, and ensure account health
  • Assist in triaging adoption and engagement tasks, leveraging playbooks and templates to ensure timely follow-up and resolution of customer needs
  • Assist in coordinating internal teams to resolve customer support or product-related issues
  • Participate in short-term planning efforts (e.g., QBR prep, contract reviews, customer research)
  • Learn to articulate Docusign’s core value propositions and platform use cases
  • Collaborate with internal teams including Sales, Customer Success, Product, and Revenue Operations
  • Maintain CRM accuracy and follow internal processes for data hygiene and forecasting
  • Contribute to process improvement by sharing observed customer feedback and workflow challenges

Benefits

  • Paid Time Off: earned time off, as well as paid company holidays based on region
  • Paid Parental Leave: take up to six months off with your child after birth, adoption or foster care placement
  • Full Health Benefits Plans: options for 100% employer paid and minimum employee contribution health plans from day one of employment
  • Retirement Plans: select retirement and pension programs with potential for employer contributions
  • Learning and Development: options for coaching, online courses and education reimbursements
  • Compassionate Care Leave: paid time off following the loss of a loved one and other life-changing events
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