Account Manager – Small Business

This is a fully remote position, open to applicants in United States.

📋 Description

• Drive substantial revenue growth within your designated SMB portfolio by consistently surpassing monthly Net Dollar Retention (NDR) goals through strategic account management and proactive identification of expansion opportunities.

• Collaborate closely with our Customer Success team to ensure exceptional customer adoption, proactively address their needs, and jointly identify growth opportunities within their organizations.

• Reduce customer churn and enhance retention by consistently delivering value, fostering strong relationships, and serving as a trusted advisor to your clients.

• Perform regular account health reviews with customers, effectively communicating the value they are receiving and outlining strategies for ongoing partnership and growth.

• Cultivate a thorough understanding of your clients' businesses, challenges, and goals to uncover opportunities for our solution to drive their success and nurture long-term strategic partnerships.

• Work collaboratively with cross-functional teams (Customer Success, Legal, Accounting, Product, etc.) to ensure seamless customer experiences and efficiently address any client needs.

• Provide precise and timely weekly revenue forecasts to leadership, contributing to predictable business outcomes.

• Maintain excellent CRM hygiene by consistently updating opportunities and account information to ensure data accuracy and facilitate effective sales management.

• Act as a passionate advocate for PandaDoc, confidently showcasing the product's value and articulating its benefits to our SMB customers.

• Serve as a vital channel for customer feedback, effectively communicating feature requests and product insights to our Product team and facilitating necessary meetings.

• Engage in ongoing enablement and training provided by the company to enhance your product knowledge, sales skills, and industry expertise.

⛳️ Requirements

• 2-3+ years of demonstrated success in a quota-carrying Account Manager or Account Executive role, preferably within the SaaS industry.

• Strong computer skills, with prior experience using Gong, Slack, Salesforce, SalesLoft, and/or PandaDoc.

• Proven ability to accurately forecast revenue and contribute to reliable business projections.

• A consistent history of surpassing sales targets and achieving measurable results.

• Familiarity with the SMB market and the unique challenges and opportunities within this segment.

🏝️ Benefits

• Employees may have the opportunity 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 receive 13.34+ hours of paid time off each month.

• 6 self-care days.

• Birthday PTO day.

• 10 company-paid holidays off each year.