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Account Manager, Commercial

135k – 135kUnited StatesAccount ManagementRemote4+ YOE
Summary

Drive revenue growth and retention for Commercial accounts (201-500 employees) as an Account Manager focused on value-based selling, renewals, and expansion within a SaaS document workflow platform.

About the role

Growth & Revenue Generation

  • Drive significant revenue growth within your assigned Commercial portfolio by consistently exceeding monthly Net Dollar Retention (NDR) targets through strategic account management and proactive identification of expansion opportunities.

Customer Success & Retention

  • Partner closely with our Customer Success team to ensure exceptional customer adoption, proactively address their needs, and collaboratively identify opportunities for growth within their organizations.
  • Minimize customer churn and maximize retention by consistently delivering value, building strong relationships, and acting as a trusted advisor to your clients.
  • Conduct regular account health reviews with customers, clearly communicating the value they are receiving and outlining strategies for continued partnership and growth.

Strategic Account Management

  • Develop a deep understanding of your clients' businesses, challenges, and goals to uncover opportunities for our solution to drive their success and foster long-term strategic partnerships.
  • Collaborate effectively with cross-functional teams (Customer Success, Legal, Accounting, Product, etc.) to ensure seamless customer experiences and address any client needs efficiently.

Forecasting & Pipeline Management

  • Provide accurate and timely weekly revenue forecasts to leadership, contributing to predictable business outcomes.
  • Maintain meticulous CRM hygiene by consistently updating opportunities and account information to ensure data accuracy and facilitate effective sales management.

Product Advocacy & Feedback

  • Serve as a passionate advocate for PandaDoc, confidently demonstrating the product's value and articulating its benefits to our Commercial customers.
  • Act as a key conduit for customer feedback, effectively communicating feature requests and product insights to our Product team and facilitating necessary meetings.

Continuous Learning

  • Participate in ongoing enablement and company-provided training to enhance your product knowledge, sales skills, and industry expertise.

Requirements

  • Highly competitive and driven to achieve individual and team goals, with a strong desire to succeed in a fast-paced environment.
  • Analytical and data-driven, with a passion for leveraging insights to identify opportunities and strategically prospect within your assigned accounts.
  • Demonstrates adaptability and a growth mindset, embracing new processes and contributing to innovative solutions.
  • Self-motivated, directed, adaptable, gritty, driven, and resourceful.
  • A strong appetite for continuous learning, with a genuine passion for understanding our product and delivering exceptional customer experiences.
  • Experience conducting effective in-person and virtual meetings with clients.
  • Excellent written and verbal communication skills, with the ability to articulate value propositions clearly and confidently.
  • Ability to work independently while also collaborating effectively with diverse teams across different office locations.
  • Quick learner with strong organizational skills and the ability to effectively manage multiple priorities simultaneously.

Nice-to-Haves

  • 4+ years of proven success in a quota-carrying Account Manager or Account Executive role, ideally within the SaaS industry.
  • Experience owning and managing the full renewal cycle.
  • Strong computer skills, previous Gong, Slack, Salesforce, SalesLoft and/or PandaDoc experience.
  • Proven ability to accurately forecast revenue and contribute to reliable business projections.
  • A consistent track record of exceeding sales targets and achieving measurable results.
  • Familiarity with the Commercial market and the unique challenges and opportunities within this segment.

Compensation & Benefits

  • The annual OTE is up to $135,000.
  • The annual sales commission is uncapped in accordance with the relevant plan documents.
  • 6 self care days per year.
  • Opportunity to participate in SPIF (sales contests) monthly.
  • Incredible promotion opportunities.
  • Honest, open culture that emphasizes feedback and promotes professional and personal development.
Skills
SalesforceGongSalesLoftSlackCRMAccount ManagementQuota ManagementRevenue ForecastingNet Dollar RetentionSaaS
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