Account Manager, Small Business

Make a significant impact on our growth! As an SMB Account Manager, you'll be instrumental in driving revenue growth and fostering long-term partnerships within our valuable small to medium-sized business customer base (11-200 employees). This team focuses on high-velocity sales, closing deals quickly with small to medium-sized businesses. Our SMB Account Managers thrive in a fast-paced environment and build strong client relationships. These Account Managers work cross-functionally with marketing, sales, product and customer success to develop close relationships with their customers in order to grow their book of business. In this role, you will: Growth & Revenue Generation: Drive significant revenue growth within your assigned SMB portfolio by consistently exceeding monthly Net Dollar Retention (NDR) targets through strategic account management and proactive identification of expansion opportunities. Customer Success & Retention: Partner closely with our Customer Success team to ensure exceptional customer adoption, proactively address their needs, and collaboratively identify opportunities for growth within their organizations. Minimize customer churn and maximize retention by consistently delivering value, building strong relationships, and acting as a trusted advisor to your clients. Conduct regular account health reviews with customers, clearly communicating the value they are receiving and outlining strategies for continued partnership and growth. 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. Collaborate effectively with cross-functional teams (Customer Success, Legal, Accounting, Product, etc.) to ensure seamless customer experiences and address any client needs efficiently. Forecasting & Pipeline Management: Provide accurate and timely weekly revenue forecasts to leadership, contributing to predictable business outcomes. Maintain meticulous CRM hygiene by consistently updating opportunities and account information to ensure data accuracy and facilitate effective sales management. Product Advocacy & Feedback: Serve as a passionate advocate for PandaDoc, confidently demonstrating the product's value and articulating its benefits to our SMB customers. Act as a key conduit for customer feedback, effectively communicating feature requests and product insights to our Product team and facilitating necessary meetings. Continuous Learning: Participate in ongoing enablement and company-provided training to enhance your product knowledge, sales skills, and industry expertise." About you: Highly competitive and driven to achieve individual and team goals, with a strong desire to succeed in a fast-paced environment. Analytical and data-driven, with a passion for leveraging insights to identify opportunities and strategically prospect within your assigned accounts. Demonstrates adaptability and a growth mindset, embracing new processes and contributing to innovative solutions. Self-motivated, directed, adaptable, gritty, driven, and resourceful. A strong appetite for continuous learning, with a genuine passion for understanding our product and delivering exceptional customer experiences. Experience conducting effective in-person and virtual meetings with clients. Excellent written and verbal communication skills, with the ability to articulate value propositions clearly and confidently. Ability to work independently while also collaborating effectively with diverse teams across different office locations. Quick learner with strong organizational skills and the ability to effectively manage multiple priorities simultaneously. It would be awesome if you had: 2-3+ years of proven success in a quota-carrying Account Manager or Account Executive role, ideally within the SaaS industry Strong computer skills, previous Gong, Slack, Salesforce, SalesLoft and/or PandaDo