Account Manager – Small Business

Role Overview

• 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.

Requirements

• 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.

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
• 10 company paid holidays off per year