PandaDoc

www.pandadoc.com

1 Job

764 Employees

About the Company

Stand out with the top‑rated solution for creating, managing, tracking, and esigning every important document you handle.

Listed Jobs

Company Name: PandaDoc
Job Title: Small Business Account Manager
Job Description: **Job title:** Small Business Account Manager **Role Summary:** Drive revenue growth and customer retention for small‑to‑medium enterprises (11‑200 employees). Manage a portfolio of SMB accounts, exceeding Net Dollar Retention (NDR) targets, identifying expansion opportunities, and acting as the primary trusted advisor to ensure high adoption and long‑term partnership. **Expectations:** - Exceed monthly NDR and sales quota consistently. - Maintain minimal churn; achieve high retention rates. - Provide accurate weekly revenue forecasts and update CRM data. - Collaborate with cross‑functional teams (Customer Success, Product, Legal, etc.) to deliver seamless customer experiences. **Key Responsibilities:** - Conduct regular account health reviews and strategy sessions. - Identify upsell/cross‑sell opportunities and close deals quickly with SMB customers. - Partner with Customer Success to ensure adoption, address needs, and drive expansion. - Serve as product advocate: demonstrate PandaDoc value and gather feedback for product roadmap. - Forecast pipeline; maintain CRM hygiene; update opportunity status. - Participate in sales enablement and continuous learning initiatives. **Required Skills:** - 2–3+ years as a quota‑carrying Account Manager/Executive, SaaS industry experience preferred. - Proven track record of exceeding sales targets and accurate revenue forecasting. - Strong analytical, data‑driven approach with proficiency in Salesforce, Gong, Slack, SalesLoft or similar tools. - Excellent written and verbal communication; ability to articulate value propositions. - Ability to work independently and collaborate across remote teams. - Adaptable, growth‑mindset, self‑motivated, and resourceful. **Required Education & Certifications:** - Bachelor’s degree in Business, Marketing, or related field. ---