Enterprise Account Manager, PandaDoc

$119-140k

OTE

Salesforce
Mid and Senior level
Remote in US
PandaDoc

Centralised document workflow automation

Be an early applicant

PandaDoc

Centralised document workflow automation

501-1000 employees

B2BInternal toolsLegalSaaSSales

Be an early applicant

$119-140k

OTE

Salesforce
Mid and Senior level
Remote in US

501-1000 employees

B2BInternal toolsLegalSaaSSales

Company mission

To deliver software that empowers sellers to easily connect and transact with their customers through dynamic personalized documents that build meaningful customer relationships and win more business.

Role

Who you are

  • History of quota management
  • Minimum 4 years of AM/AE experience, owning a quota
  • History of renewal management
  • Minimum 4 years of renewal management experience
  • Experience negotiating complex deals
  • Experience risk and loss mitigation
  • Willingness to try new processes and innovate
  • Self-motivated, directed, adaptable, driven and resourceful
  • Hungry to learn about the product and passionate about customer experience
  • Track record of hitting sales and retention goals
  • Experience conducting in-person or virtual meetings with clients
  • Excellent communication skills
  • Ability to work independently and collaborate with various teams both in-person and in different offices
  • Previous experience selling SaaS is a plus
  • Strong computer skills, past Salesforce, SalesLoft or PandaDoc experience is a plus

What the job involves

  • The Account Management role is a quota-bearing sales role responsible for expansion sales and retention of our existing customers
  • In this role, you will work within a book of business and cross-functionally with marketing, sales, product and customer success to expand PandaDoc usage and ensure your customers retain and expand
  • Own expansion and gross retention targets
  • Identify opportunities to upsell and cross-sell products and services to existing clients
  • Negotiate renewals, maximizing revenue retention and minimizing loss from contraction and churn
  • Build relationships with key decision-makers and engage customers consistently to confirm value, drive expansion, and mitigate risk
  • Maintain operational rigor in account planning, forecasting, and using the CRM and other sales tools
  • Manage your pipeline of opportunities for expansion and renewals
  • Keep clean data and stages within Salesforce
  • Forecast accurately
  • Gather and use data to inform decision-making and persuade others
  • Collaborate with the Customer Success Managers regularly to manage client relationships
  • Create, manage and run plays to uncover expansion opportunities or mitigate risk
  • Meet with your clients over screen share to provide product demos, discuss product up-sells, negotiate renewals and mitigate churn risks
  • Build champions within your book of business and multi-thread to new stakeholders
  • Become a PandaDoc product superstar. Learn the in’s and out’s of the product so you can speak eloquently to best practices and solutions for your clients’ needs
  • Pass feature and product requests to our product team and facilitate Project Managers and client meetings as necessary
  • Complete required trainings

Our take

The management of formal documentation such as contracts has mostly migrated to digital formats in the last decade. However, existing software will generally have a single function, such as digital signing or storing a document, meaning companies must use various software packages for digital documentation processing.

PandaDoc provides integrated digital document automation software that allows users to manage their documents from the initial creation stages to the final archiving. The company believes that this unified approach will help companies save money from mistakes and improve workflows by allowing all elements of a document to be handled within the same platform.

PandaDoc provides its software in the form of API tools that can be directly integrated into a client's website. It currently provides services for companies such as Drift, SGS and TomTom.

Steph headshot

Steph

Company Specialist

Insights

Top investors

Some candidates hear
back within 2 weeks

7% employee growth in 12 months

Company

Funding (last 2 of 6 rounds)

Aug 2020

$30m

SERIES B

Mar 2019

$10m

SERIES B

Total funding: $61.5m

Company benefits

  • Competitive salary
  • Health benefits
  • Flexible schedule
  • Company equity
  • 401K plan
  • Regular outings
  • Career growth
  • Commuter benefits
  • Office trips
  • Fun team
  • Generous PTO
  • Education benefits

Company values

  • Make an impact
  • Have fun
  • Learn
  • Empathy

Company HQ

Outer Richmond, San Francisco, CA

Leadership

Studied Computer Science at University of Hawaii, and Belarussian State University of Informatics & Radioelectronics. Was CEO of both Coding Staff, and of Quote Roller.

Studied Computer Science at Belarussian State University of Informatics & Radioelectronics. Was a Software Engineer at EPAM Systems. Worked at SaM Solutions for 3 years, promoted from Senior Software Developer to Trainer. Was Co-founder & CTO of Coding Staff.

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