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).

• Establish a reputation as a trusted advisor via regular business reviews presenting the status of the Prove partnership, reviewing active and future joint integrations, and demonstrating the value Prove delivers to the partner's portfolio. • Quickly become a subject matter expert on partners’ business models and downstream use cases while striking a healthy balance between partner satisfaction and delivering mutual business value. • Primarily responsible for achieving corporate objectives measured by a Partner Net Promoter Score (NPS) and overall health of the partner portfolio. • Responsible for forecasting live revenue flowing through partners, developing a deep understanding of partner-led pipelines, and tracking any seasonality tied to their specific industries. • Monitor partner contract renewals and work proactively to secure renewals on time. Work closely with Partner Account Managers to strategize on volume commitments, added AGV, and up-selling/cross-selling additional products into the partner's tech stack or marketplace. • Organize and host executive-level QBRs with partner leadership to align on mutual commercial goals, joint-marketing initiatives, and long-term ecosystem plans. • Present areas of optimization to partners via collaboration with Account Directors and Technical Account Managers to maximize the adoption and value of Prove solutions. • Responsible for the creation, tracking, and escalation of partner-specific internal ticketing needs across Support, SC, Product, Data Science, and Fraud teams. • Develop a deep understanding of our products and how they embed into third-party platforms. Stay updated on the latest features, and effectively communicate how these updates benefit both the partner and their end-users. • Roughly 20% travel for partner onsite visits and industry events.

• The ECS must deliver high impact demonstrations of Pearson courseware products. • Ensures successful customer onboarding, digital access setup, orientation of the user experience, and correct student usage of Pearson products. • Responsible for driving instructor success with the necessary skills, information, and on-going training and assistance. • Utilizes reports and data to analyze, grow market share, and prioritize and make decisions impacting accounts in their territory. • Thinks critically to adapt solutions to meet evolving customer strategy and specific territory requirements. • Collaborates with internal stake holders (Services, Marketing, and Account Management) to monitor sales growth and scale quality assurance.

Role Description Position: Customer Success Technical Specialist Location: Stevens Point, WI - Corporate Office *May include remote opportunities in the following states: FL, IL, IN, KS, MI, MN, TN, TX, UT, WI. No relocation assistance is provided. Starting Salary: $45,988.80 (salary commensurate with experience) Start Date: September 21, 2026 Do you want to make a difference in K-12 education? At Skyward we build software solutions for K-12 schools, so every day you are getting to help students, teachers, and school administrators succeed. You can't say that about every career! Skyward is currently seeking Customer Success Technical Specialists to join our team. This is not a typical customer service/call center role. In this role, you will work in a fast-paced environment one-on-one with customers while collaborating with your team to provide training and solutions for our customers. What you will do: - Serve as the front line in our mission to provide the best possible experience for our customers. - Develop personalized implementation plans for new customers and contribute to the ongoing success of current customers. - Demonstrate outstanding customer service skills and the willingness to do what is necessary to achieve customer satisfaction with Skyward solutions. - Consult with customers through voice, electronic means, and in-person to gather information and evaluate the software functionality. - Design and formulate appropriate solutions, direct system set-up, and recommend procedures. Qualifications - Must have a strong work ethic. - Ability to work both in team and solo environments. - Dependable with strong organizational skills. - Proficient in Microsoft Office. - A two or four-year degree or a combination of education and experience that provides equivalent knowledge, skill, and abilities will be considered. Requirements - Must be able to travel independently for business purposes. Travel requirements are 25% resulting in an average of 40 travel days per calendar year. Actual travel could be more/less to meet company objectives. - The individual will be required to travel and is an essential function of the job. The employee must be able to drive up to six hours while traveling to and from customer’s sites. Overnight stays may be required. Benefits - Paid time off - 8.5 paid holidays - 401(k) retirement plan with company match - Health, dental, and vision coverage - Company sponsored basic life/AD&D, short-term, and long-term disability - Employee Assistance Program - A robust wellness program