PandaDoc logo
PandaDoc

Taking the work out of document workflow.

Customer Success Manager

Customer Success ManagerCustomer SuccessFull TimeRemoteLeadTeam 501-1,000Since 2011H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

2 days ago

Salary

$95K / year

Seniority

Lead

No structured requirement data.

Job Description

Customer Success Manager

PandaDoc

Role 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. At the heart of your work will be the opportunity to engage with customers, thoughtfully guiding them through onboarding and workflow consultations, and empowering them to fully unlock the value of their investment in PandaDoc. - 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. - Lead strategic business conversations with customers to connect PandaDoc's capabilities to their core workflows and goals, clearly demonstrating measurable value and ROI. - 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 Planhat, Salesforce, and Gong to track customer engagement, identifying and taking action on accounts in need of additional support. Qualifications - 2-3 years of SaaS customer success experience, handling high volumes of customer interactions in a fast-paced environment. - Excel at managing multiple priorities, shifting workloads, and delivering high-quality service in a pooled resource model. - Open to feedback, adaptable to new challenges, and eager for personal and professional development. - Resourceful and can quickly adapt to changing environments while maintaining customer satisfaction and delivering results. - Strong communication and empathy, building trust and ensuring customer needs are met, fostering strong relationships. - Proactively leverage AI tools to synthesize customer data, automate routine tasks, and refine communication. - A natural problem solver, self-motivated to identify root causes and deliver effective solutions for complex issues. - Conduct deep-dive discovery during customer interactions to identify untapped business needs, translating those needs into value-based solutions and CSQLs that generate pipeline. - Work well with cross-functional teams, sharing insights to drive customer retention and growth. - Enjoy lifting others up, creating a positive, collaborative environment where your team and customers can thrive. - Excellent verbal and written communication skills, with a clear command of English. - Additional language proficiency is not required for this role; however, it is highly preferred given our global customer base. Benefits - 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 receive 13.34+ hours of paid time off per month, 6 self-care days, birthday PTO day, and 10 company paid holidays off per year. - The annual OTE is up to $95,000 OTE (base + bonus combined).

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