About PandaDoc
Streamlining document workflows for growing organizations
Key Highlights
- Over 35,000 customers including Cisco and HubSpot
- Headquartered in San Francisco, California
- Raised $50M+ from investors like Rembrandt Venture Partners
- Offers unlimited PTO and flexible remote work options
PandaDoc is a document workflow automation platform headquartered in San Francisco, California, that serves over 35,000 organizations, including notable clients like Cisco and HubSpot. The platform streamlines the creation, management, and signing of digital documents such as proposals, quotes, and ...
🎁 Benefits
PandaDoc offers competitive salaries, equity options, unlimited PTO, and a flexible remote work policy, allowing employees to maintain a healthy work-...
🌟 Culture
PandaDoc fosters a remote-friendly culture that emphasizes collaboration and innovation, encouraging employees to contribute ideas and take ownership ...
Skills & Technologies
Overview
PandaDoc is hiring a Customer Success Manager to drive client success and growth through high-impact service. You'll engage with customers, guide them through onboarding, and empower them to leverage PandaDoc's tools. This role requires strong experience in customer success and familiarity with CRM integrations.
Job Description
Who you are
You have a strong background in customer success management, ideally with experience in a SaaS environment. Your ability to engage with clients and guide them through onboarding processes is key to your success. You understand the importance of delivering high-quality service and are committed to helping customers unlock the full value of their investments. You are familiar with CRM integrations and APIs, which allows you to provide strategic support effectively. Your proactive approach to driving product adoption through tailored consultations and training sessions sets you apart. You thrive in collaborative environments and enjoy partnering with account management teams to share insights that inform customer expansion strategies.
What you'll do
As a Customer Success Manager at PandaDoc, you will lead personalized onboarding sessions, ensuring customers have a smooth transition to using our platform. You will provide responsive support to help clients adopt PandaDoc's powerful tools, measuring your success by the health and retention of the accounts you manage. Your role will involve promoting self-serve resources and conducting training sessions to empower customers. You will leverage data from platforms like Salesforce to track customer engagement and identify accounts that may need additional support. Collaborating closely with account management, you will share insights that shape renewal strategies and uncover upsell opportunities. Your contributions will directly impact customer satisfaction and the overall growth of the accounts you touch.
What we offer
At PandaDoc, we believe in a healthy work-life balance and fostering a culture of kindness and connection. Our team is spread across the globe, and we utilize technology to stay connected, ensuring that every team member feels included in our success. We are passionate about providing a workplace where individuals can grow, thrive, and enjoy their work. Join us and be part of a team that values collaboration and innovation.
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