Account Manager, Small Business

• Drive significant revenue growth within an assigned SMB portfolio by exceeding monthly Net Dollar Retention targets through strategic account management and proactive identification of expansion opportunities
• Partner with Customer Success to ensure customer adoption, address needs, and identify organizational growth opportunities
• Minimize churn and maximize retention by delivering value, building relationships, and acting as a trusted advisor
• Conduct regular account health reviews and communicate customer value and continued-growth strategies
• Understand clients' businesses, challenges, and goals to uncover opportunities for PandaDoc's solution
• Collaborate with Customer Success, Legal, Accounting, Product, and other cross-functional teams
• Provide accurate weekly revenue forecasts to leadership
• Maintain CRM hygiene by updating opportunities and account information
• Advocate for PandaDoc by demonstrating product value and articulating benefits to SMB customers
• Communicate feature requests and product insights to the Product team and facilitate meetings
• Participate in ongoing enablement and company-provided training

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
• 2-3+ years of proven success in a quota-carrying Account Manager or Account Executive role, ideally within the SaaS industry
• Strong computer skills; previous Gong, Slack, Salesforce, SalesLoft and/or PandaDoc experience
• Proven ability to accurately forecast revenue and contribute to reliable business projections
• Experience owning and managing the full renewal cycle
• A consistent track record of exceeding sales targets and achieving measurable results
• Familiarity with the SMB market and its unique challenges and opportunities

Core Competencies

Demonstrates expertise in strategic account management and revenue growth within the SMB sector, leveraging strong analytical skills to identify opportunities and deliver exceptional customer experiences. Proficient in managing the full renewal cycle and accurately forecasting revenue while collaborating effectively with cross-functional teams.

Highest-signal resume keywords

• Strategic Account Management
• Revenue Forecasting
• Customer Relationship Management
• SaaS Industry Experience
• Quota-Carrying Sales Experience

Hard Skills

• Revenue Growth
• Account Health Reviews
• Data Analysis
• Sales Target Achievement
• CRM Maintenance

Soft Skills

• Excellent Communication Skills
• Adaptability
• Self-Motivation
• Organizational Skills
• Collaboration

Industry Keywords

• SMB Market
• Customer Success
• Churn Minimization
• Value Proposition
• Growth Mindset

Tools & Technologies

• Salesforce
• PandaDoc
• Gong
• Slack
• SalesLoft