Account Manager, Small Business

Make a significant impact on our growth! As an SMB Account Manager, 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.

PandaDoc empowers more than 65,000 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 

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.

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. 

Check out our LinkedIn to learn more.