CX Remote (USA)
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.
In this role, you will:Own expansion and gross retention targets Identify opportunities to upsell and cross-sell products and services to existing clientsNegotiate 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 riskMaintain operational rigor in account planning, forecasting, and using the CRM and other sales toolsManage your pipeline of opportunities for expansion and renewals Keep clean data and stages within Salesforce Forecast accuratelyGather and use data to inform decision-making and persuade othersCollaborate with the Customer Success Managers regularly to manage client relationshipsCreate, manage and run plays to uncover expansion opportunities or mitigate riskMeet with your clients over screen share to provide product demos, discuss product up-sells, negotiate renewals and mitigate churn risksBuild champions within your book of business and multi-thread to new stakeholdersBecome 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’ needsPass feature and product requests to our product team and facilitate Project Managers and client meetings as necessary. Complete required trainingsAbout you:History of quota management Minimum 4 years of AM/AE experience, owning a quotaHistory of renewal management Minimum 4 years of renewal management experience Experience negotiating complex dealsExperience risk and loss mitigationWillingness to try new processes and innovateSelf-motivated, directed, adaptable, driven and resourcefulHungry to learn about the product and passionate about customer experienceTrack record of hitting sales and retention goalsExperience conducting in-person or virtual meetings with clientsExcellent communication skillsAbility to work independently and collaborate with various teams both in-person and in different officesPrevious experience selling SaaS is a plusStrong computer skills, past Salesforce, SalesLoft or PandaDoc experience is a plusCompany Overview:PandaDoc empowers more than 60,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com.
Company Culture: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.
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 $140,000 (base + bonus combined).
PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.
Application deadline: 10/1