Account Specialist

Docusign

20h • 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level