Customer Success Manager

4 days ago

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PandaDoc

WebsiteLinkedInAll Job Openings

Sales Automation • Contact Management • Document Management • Digital Signage • SaaS

501 - 1000

💰 Series C on 2021-09

Description

• As a Customer Success Manager at PandaDoc, you’ll play a key role in driving success and growth for a diverse range of clients by delivering high-impact service in a scalable, pooled support model. • 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 personalised 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.

Requirements

• Experienced: You have 2-3 years of SaaS customer success experience, handling high volumes of customer interactions in a fast-paced environment • Organized: You excel at managing multiple priorities, shifting workloads, and delivering high-quality service in a pooled resource model • Growth Mindset: You are open to feedback, adaptable to new challenges, and eager for personal and professional development • Agile: You are resourceful and can quickly adapt to changing environments while maintaining customer satisfaction and delivering results • Customer-Focused: With strong communication and empathy, you build trust and ensure customer needs are met, fostering strong relationships • Solution-Oriented: A natural problem solver, you are self-motivated to identify root causes and deliver effective solutions for complex issues • Collaborative: You work well with cross-functional teams, sharing insights to drive customer retention and growth • Fun & Supportive: You enjoy lifting others up, creating a positive, collaborative environment where your team and customers can thrive • Strong Communicator: You have excellent verbal and written communication skills, with a clear command of English • Bonus points for those that speak business level French, Spanish, or German • Additional Requirement: located in EMEA, preferably in West (UTC +1) or CEST (UTC +2) to help with timezone coverage

Benefits

• An honest, open culture that emphasizes feedback and promotes professional and personal development • An opportunity to work from anywhere — our team is distributed worldwide, from Lisbon to Manila, from Florida to California • 6 self care days • A competitive salary • And much more!