PandaDoc · 13 hours ago
Account Manager, Mid-Market
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Responsibilities
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
Drive account renewals starting 120 days in advance of their contract end date and executing all renewal back-end work in a timely manner for named accounts
Handle cancellation requests and save accounts that are looking to churn
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 and Gong
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’ need
Pass feature and product requests to our product team and facilitate Project Managers and client meetings as necessary
Complete required trainings
Qualification
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Required
History of quota management
At least 4 year of AM/AE Experience
Has to have owned a quota for over 2 years
History of renewal management
Has to have at least 4 year 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
Takes extreme ownership of their job
Loves being a team player and not a lone wolf
Enjoys learning cutting-edge technology
Is highly organized
Self-motivated, directed, adaptable, gritty, driven and resourceful
Hungry to learn about the product and passionate about customer experience
Excellent written and verbal communication skills
History of being a highly confident and compassionate problem solver with great communication skills, attention to detail, and a strong passion for user experience and customer happiness during their expansion & renewal process
Preferred
Previous experience selling SaaS is a plus
Strong computer skills, past Salesforce, SalesLoft or PandaDoc experience is a plus
Track record of exceeding sales goals
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
Company
PandaDoc
PandaDoc enables users to create, deliver, and manage their teams’ quotes, proposals, contracts, and other sales collateral.
Funding
Current Stage
Late StageTotal Funding
$51.05MKey Investors
One PeakRembrandt Venture PartnersAltos Ventures
2021-09-22Series C· undefined
2020-08-05Series B· $30M
2017-05-23Series B· $15M
Recent News
Crunchbase News
2024-10-30
Company data provided by crunchbase