• Own and manage relationships with influencers, founders, investors, and aligned brands across sustainability, wellness, urbanism, and technology • Coordinate collaboration campaigns, co-created content, and cross-posting strategies • Act as the primary point of contact for high-level partners and their teams • Turn podcast appearances, events, or conversations into structured partnership outcomes • Support negotiations and coordination for brand partnerships, affiliate-style deals, or audience-sharing initiatives • Help organize and execute multi-party initiatives such as joint lives, webinars, summits, or digital events • Manage timelines, deliverables, and communication across collaborators • Ensure follow-through so opportunities do not stall or get lost • Support long-term relationship building rather than one-off promotions • Oversee the transformation of long-form ideas, audio, and writing into short-form, high-impact visual content • Use AI tools to support rapid content production, localization, and experimentation • Coordinate or execute workflows involving AI-generated visuals, video synthesis, and motion-based storytelling • Maintain consistency in visual style and narrative across platforms • Keep trackers, pipelines, and relationship data clean and current • Surface insights on what content, partnerships, or narratives are resonating • Act as a trusted operator who reduces friction and mental load for leadership • Identify gaps, propose improvements, and implement systems independently

• Identify, recruit, and cultivate high-potential partners aligned with our growth strategy, focusing on faith and mission consultants, vendors, technology providers, and related service businesses. • Execute a structured onboarding programs with clear milestones to ensure partner success • Develop and implement activation strategies to quickly demonstrate value and build momentum • Create clear advancement paths from Tier 2 to Tier 1 with defined criteria and milestones • Drive partner-sourced pipeline with a target of 40+ qualified opportunities per quarter • Achieve quarterly volume and revenue targets through partner-influenced and partner-sourced deals • Conduct regular performance reviews against growth metrics with partners • Collaborate with sales on joint prospecting and account mapping activities • Deliver regular training sessions on product positioning and ideal customer profiles • Coordinate targeted webinars and content collaboration with marketing • Facilitate solution engineering resources for complex opportunities • Develop co-marketing initiatives that build momentum and visibility • Maintain bi-weekly check-ins with key partner stakeholders • Conduct monthly performance reviews to track progress against goals • Organize quarterly enablement sessions to deepen product knowledge • Build relationships with partner sales and marketing teams to drive co-selling

• Proactive Prospecting: Strategically research and prospect high-value targets within the existing customer base or through warm leads that fit our SMB and Commercial expansion profile. • Pipeline Generation: Develop and manage a robust top-of-funnel pipeline, scheduling discovery calls and running initial product demonstrations to qualify and generate new expansion opportunities. • Cross-Functional Collaboration: Partner closely with our Customer Success, Leadership and RevOps team to refine targeting and messaging for maximum prospecting effectiveness. • Deal Ownership: Drive opportunities from initial contact through negotiation and close, ensuring a seamless, high-velocity sales cycle. • Book of Business Transition: Upon availability, you will transition from pure hunting to full-cycle ownership of an assigned book of business. • Growth & Revenue Generation: Drive significant revenue growth within your portfolio by consistently exceeding monthly growth targets through strategic account management and proactive identification of expansion opportunities. • Customer Success & Retention: Partner closely with Customer Success to minimize customer churn and maximize retention by consistently delivering value, building strong relationships, and acting as a trusted advisor to your clients. • 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. • Forecasting & Pipeline Management: Provide accurate and timely weekly revenue forecasts to leadership, contributing to predictable business outcomes. • Product Advocacy & Feedback: Serve as a passionate advocate for PandaDoc, confidently demonstrating the product's value and articulating its benefits to our SMB and Commercial customers. • Continuous Learning: Participate in ongoing enablement and company-provided training to enhance your product knowledge, sales skills, and industry expertise.

• Manage the day-to-day process for deal registration, including timely review, approval, extension, and reassignment, to maintain a clean and accurate sales pipeline in Salesforce (SFDC). • Coordinate with internal Account Executives (AEs) to ensure seamless handoffs and clarity on partner-led opportunities. • Proactively guide partners to access mandatory and optional sales, technical, and certification training resources to increase their competency and sales effectiveness. • Track and report on partner attainment of key competency and training requirements. • Serve as the first point of contact for partner program inquiries, helping to communicate, explain, and provide updates on program details, incentives, and requirements. • Resolve operational roadblocks and systems-related issues, including portal access, login credentials, and CPQ (Configure, Price, Quote) issues. • Assist the Field Marketing and Channel Marketing teams in driving partner engagement and attendance for localized channel events and programs. • Manage necessary follow-up activities to maximize the return on investment (ROI) for partner-led marketing initiatives. • Identify friction points in current partner processes and contribute to efforts that enhance the overall reseller experience and drive operational efficiency. • Document and communicate new operational processes and best practices for assigned partners.