PandaDoc
Customer Success Manager - US (pooled)
Remote (USA)
Sponsorship not specifiedDetected 9 days ago
PandasSalesforceCRMAccount ManagementLead GenerationExcelCustomer SuccessCommunicationAdaptability
About the role
- For more information, please visit https://www.pandadoc.com.
Responsibilities
- Partner closely with Account Management, sharing critical insights that shape renewal strategies, uncover upsell opportunities, and inform customer expansion plans
- Leverage data from platforms like Planhat, Salesforce, and Gong to track customer engagement, identifying and taking action on accounts in need of additional support
- As a Customer Success Manager at PandaDoc, you'll play a key role in driving success and growth for a diverse range of clients by delivering high-impact service in a scalable, pooled support model.
- With strong communication and empathy, you build trust and ensure customer needs are met, fostering strong relationships.
Requirements
- You have 2-3 years of SaaS customer success experience, handling high volumes of customer interactions in a fast-paced environment.
Nice to have
- Additional language proficiency is not required for this role
- however, it is highly preferred given our global customer base.
Compensation
- Employees may be able to purchase company stock (or receive annual bonuses)
Benefits
- 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 up to $95,000 OTE (base + bonus combined).
- Be measured by your ability to deliver high-quality, scalable service while contributing to the overall health, retention, and growth of the accounts you touch
- Act as a key player in customer education by promoting self-serve resources such as our help center, public training sessions, and webinars
Company info
- We're known for our work-life balance, kind co-workers, & virtual team bonding events.
- Although our Pandas are located remotely 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.
- Joining PandaDoc means being part of an innovative company that is changing how businesses handle their document workflows.
- You'll have the opportunity to make a measurable impact by helping clients unlock productivity gains, streamline processes, and achieve their business goals.
- As part of the Customer Success team, you'll be at the forefront of client satisfaction, directly contributing to PandaDoc's continued growth and success.
- If you thrive in an ever-evolving environment and love the challenge of making customers successful, this is the role for you!
- You enjoy lifting others up, creating a positive, collaborative environment where your team and customers can thrive.
- Provide responsive and strategic support to help customers onboard smoothly and adopt PandaDoc's powerful tools including but not limited to an overall understanding of API's and CRM integrations
- Lead personalised onboarding sessions, including launch plan meetings, training, and integration setup, ensuring customers hit the ground running
- Proactively drive product adoption through tailored consultations, product updates, and hands-on training, empowering customers to leverage the full potential of our platform.
- Lead strategic business conversations with customers to connect PandaDoc's capabilities to their core workflows and goals, clearly demonstrating measurable value and ROI
Equal opportunity
- Equal Opportunity Employer.
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This listing is sourced directly from PandaDoc's careers page and normalized into a canonical job model.