Account Manager, Commercial
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.
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.
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