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Customer Success Manager - US (pooled)

14 hours, 31 minutes ago
United States
Full-time
Junior
Customer Success Manager
Customer and Technical Support
Agile Salesforce
Apply Now
PandaDoc

PandaDoc

PandaDoc offers an all-in-one document automation platform that enables sales professionals to create, approve, track, and electronically sign proposals and quotes more efficiently, significantly reducing the time spent on business document workflows.

Internet Software & Services
251-1K
Founded 2013
$51M raised
View All Jobs 48

Description

  • Provide responsive, strategic support to help customers onboard and adopt PandaDoc’s platform, including API and CRM integration guidance.
  • Lead personalized onboarding sessions, launch plan meetings, training, and integration setup.
  • Drive product adoption through tailored consultations, product updates, and hands-on training.
  • Educate customers using self-serve resources such as the help center, public training sessions, and webinars.
  • Lead strategic business conversations that connect PandaDoc’s capabilities to customer workflows and business goals.
  • Demonstrate measurable value and ROI from PandaDoc’s platform to customers.
  • Partner with Account Management to share insights that support renewals, upsell opportunities, and expansion plans.
  • Use data from tools like Planhat, Salesforce, and Gong to monitor engagement and identify accounts needing additional support.
  • Contribute to the overall health, retention, and growth of the accounts you support.

Requirements

  • 2-3 years of SaaS customer success experience.
  • Experience handling high volumes of customer interactions in a fast-paced environment.
  • Ability to manage multiple priorities in a pooled resource model.
  • Strong communication and empathy with a customer-focused mindset.
  • Excellent verbal and written communication skills with a clear command of English.
  • Ability to work collaboratively with cross-functional teams.
  • Resourceful, adaptable, and comfortable in changing environments.
  • Self-motivated, solution-oriented, and able to diagnose root causes and resolve complex issues.
  • Experience conducting deep discovery and translating customer needs into value-based solutions and CSQLs that generate pipeline.
  • Additional language proficiency is highly preferred for a global customer base.

Benefits

  • The annual OTE is up to $95,000 (base + bonus combined).
  • Employees may be able to purchase company stock or receive annual bonuses.
  • Medical, dental, and vision insurance coverage.
  • Short- and long-term disability insurance, life insurance, FSA, and 401(k) plans.
  • 13.34+ hours of paid time off per month.
  • 6 self-care days and 1 birthday PTO day.
  • 10 company-paid holidays per year.
  • Remote work with a global team and work-life balance focus.

Interested in this position?

Apply directly on the company website

Apply Now

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