Sales Automation • Contact Management • Document Management • Digital Signage • SaaS
501 - 1000
💰 Series C on 2021-09
September 18
🇺🇸 United States – Remote
💵 $140k / year
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
💰 Account Manager
🗽 H1B Visa Sponsor
Sales Automation • Contact Management • Document Management • Digital Signage • SaaS
501 - 1000
💰 Series C on 2021-09
• The Account Management role is a quota-bearing sales role responsible for expansion sales and retention of our existing customers. • Own expansion and gross retention targets • Identify opportunities to upsell and cross-sell products and services to existing clients • Negotiate renewals, maximizing revenue retention and minimizing loss from contraction and churn • Build relationships with key decision-makers and engage customers consistently to confirm value, drive expansion, and mitigate risk • Maintain operational rigor in account planning, forecasting, and using the CRM and other sales tools • Manage your pipeline of opportunities for expansion and renewals • Keep clean data and stages within Salesforce • Forecast accurately • Gather and use data to inform decision-making and persuade others • Collaborate with the Customer Success Managers regularly to manage client relationships • Create, manage and run plays to uncover expansion opportunities or mitigate risk • Meet with your clients over screen share to provide product demos, discuss product up-sells, negotiate renewals and mitigate churn risks • Build champions within your book of business and multi-thread to new stakeholders • Become a PandaDoc product superstar. Learn the in’s and out’s of the product so you can speak eloquently to best practices and solutions for your clients’ needs • Pass feature and product requests to our product team and facilitate Project Managers and client meetings as necessary. • Complete required trainings
• Minimum 4 years of AM/AE experience, owning a quota • Minimum 4 years of renewal management experience • Experience negotiating complex deals • Experience risk and loss mitigation • Willingness to try new processes and innovate • Self-motivated, directed, adaptable, driven and resourceful • Hungry to learn about the product and passionate about customer experience • Track record of hitting sales and retention goals • Experience conducting in-person or virtual meetings with clients • Excellent communication skills • Ability to work independently and collaborate with various teams both in-person and in different offices • Previous experience selling SaaS is a plus • Strong computer skills, past Salesforce, SalesLoft or PandaDoc experience is a plus
• Employees may be able to purchase company stock (or receive annual bonuses) • Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans. • Employees will also receive 13.34+ hours of paid time off per month • 6 self care days • birthday PTO day • 10 company paid holidays off per year
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