Small Business Account Manager

PandaDoc-posted 3 months ago
Full-time • Mid Level
501-1,000 employees
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As an SMB Account Manager at PandaDoc, you'll be instrumental in driving revenue growth and fostering long-term partnerships within our valuable small to medium-sized business customer base (11-200 employees). This team focuses on high-velocity sales, closing deals quickly with small to medium-sized businesses. Our SMB Account Managers thrive in a fast-paced environment and build strong client relationships. These Account Managers work cross-functionally with marketing, sales, product, and customer success to develop close relationships with their customers in order to grow their book of business.

  • 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.
  • 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.
  • 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.
  • 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, and 10 company paid holidays off per year.
  • The annual OTE is $105,000 on a 60/40 split.
  • The annual sales commission is uncapped in accordance with the relevant plan documents.
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