Account Manager SMB & Commercial

Overview

Make a significant impact on our growth! We are seeking an Account Manager who will step into a unique, high‑impact role designed for a driven individual ready to build their own success. You’ll begin as a dedicated Prospector into current accounts, responsible for identifying high‑potential customers within the SMB and Commercial segments that fit Panda Doc's ideal customer profile and creating new expansion opportunities from scratch.

You’ll initially focus purely on prospecting and expanding our unattached customer base (meaning customers with no currently assigned Account Manager). Once a book of business becomes available, you’ll transition into a traditional Account Manager role, focusing on retention, expansion, and long‑term partnership with your newly acquired book of business.

Because this role transitions from prospecting across our entire book of 60,000+ current customers to owning your own book of business, there are three phases you’ll move through:

• 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. This includes high‑volume outreach via email, phone, and social channels.
• 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 Rev Ops 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 (to be determined by leadership), you will transition from pure prospecting 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 Panda Doc, 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.

• We are looking for a highly competitive and adaptable sales professional who is comfortable wearing two hats: the prospector and the partner.
• Prospector Mentality:
  You possess a high level of grit and comfort with ambiguity, thriving in a role where you are responsible for building your own pipeline and finding opportunities from scratch.
• 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.
• 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.
• Excellent…