PandaDoc · 16 hours ago
Customer Success Manager - US (pooled)
United States
Full-time
Remote
Entry, Mid Level
$75K/yr - $95K/yr
2+ years exp
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Responsibilities
Provide responsive and strategic support to help customers onboard smoothly and adopt PandaDoc’s powerful tools including but not limited to an overall understanding of API’s and CRM integrations
Be measured by your ability to deliver high-quality, scalable service while contributing to the overall health, retention, and growth of the accounts you touch
Lead personalized onboarding sessions, including launch plan meetings, training, and integration setup, ensuring customers hit the ground running
Proactively drive product adoption through tailored consultations, product updates, and hands-on training, empowering customers to leverage the full potential of our platform.
Act as a key player in customer education by promoting self-serve resources such as our help center, public training sessions, and webinars
Partner closely with Account Management, sharing critical insights that shape renewal strategies, uncover upsell opportunities, and inform customer expansion plans
Leverage data from platforms like Catalyst, Salesforce, and Gong to track customer engagement, identifying and taking action on accounts in need of additional support
Qualification
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Required
2-3 years of SaaS customer success experience, handling high volumes of customer interactions in a fast-paced environment.
Ability to manage multiple priorities, shifting workloads, and delivering high-quality service in a pooled resource model.
Open to feedback, adaptable to new challenges, and eager for personal and professional development.
Resourceful and can quickly adapt to changing environments while maintaining customer satisfaction and delivering results.
Strong communication and empathy, build trust and ensure customer needs are met, fostering strong relationships.
Natural problem solver, self-motivated to identify root causes and deliver effective solutions for complex issues.
Ability to work well with cross-functional teams, sharing insights to drive customer retention and growth.
Enjoy lifting others up, creating a positive, collaborative environment where your team and customers can thrive.
Excellent verbal and written communication skills, with a clear command of English.
Preferred
Bonus points for those that speak business level French, Spanish, or German.
Area coverage open to MNT and PST USA timezone geography coverage.
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
Company
PandaDoc
PandaDoc enables users to create, deliver, and manage their teams’ quotes, proposals, contracts, and other sales collateral.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$51.05MKey Investors
One PeakRembrandt Venture PartnersAltos Ventures
2021-09-22Series C
2020-08-05Series B· $30M
2017-05-23Series B· $15M
Leadership Team
Mikita Mikado
CEO
Sergey Barysiuk
CTO, co-founder
Recent News
Crunchbase News
2024-10-30
Company data provided by crunchbase
