PandaDoc · 2 hours ago
Customer Success Manager - US (pooled)
United States
Full-time
Remote
Entry, Mid Level
2+ years expPandaDoc is an innovative company changing how businesses handle their document workflows, and they are seeking a Customer Success Manager to drive success and growth for a diverse range of clients. In this role, you will provide strategic support to help customers onboard smoothly, drive product adoption, and contribute to customer retention and growth.
Contact ManagementDocument ManagementE-SignatureSaaSSales AutomationSoftware
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
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 to build trust and ensure customer needs are met, fostering strong relationships
Proactively leverage AI tools to synthesize customer data, automate routine tasks, and refine communication
Self-motivated to identify root causes and deliver effective solutions for complex issues
Conduct deep-dive discovery during customer interactions to identify untapped business needs, translating those needs into value-based solutions and CSQLs that generate pipeline
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
Additional language proficiency is not required for this role; however, it is highly preferred given our global customer base
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
$56.94MKey Investors
Indico Capital PartnersOne PeakRembrandt Venture Partners
2025-12-16Series Unknown· $5.88M
2021-09-22Series C
2020-08-05Series B· $30M
Leadership Team
Keith Rabkin
Chief Executive Officer
Sergey Barysiuk
CTO, co-founder
Recent News
Tech Startups - Tech News, Tech Trends & Startup Funding
2025-12-18
Tech Startups - Tech News, Tech Trends & Startup Funding
2025-12-18
Company data provided by crunchbase